SERVICES

Who We Work With

We typically work with founder-CEOs of:

technical, IP-driven, or complex businesses
profitable companies with real traction and real stakes
teams exploring a sale or minority growth investment within the next 18 months to 3 years

What We Help Strengthen

Our work focuses on the areas buyers look at most closely:

💪

Market narrative strength

🎯

Positioning and strategic clarity

🎩

Leadership scalability

⏳

Go-to-market strategy

👔

Fractional Marketing Leadership

📌

Customer concentration

📈

Growth repeatability

Core Services

Exit Strength Snapshot

A focused working session and diagnostic for founders who want to understand how their company may look through a buyer’s lens before diligence begins. This is often the right starting point for companies that know a sale may be coming, but are not yet clear on where the structural weak points are.

What it helps uncover

where the business is structurally strong
where hidden fragility may exist
what could trigger valuation pressure during diligence
what should be addressed first

What’s included

pre-session diagnostic
90-minute strategic working session
2-page summary report
structural heat map
key value compression risks
recommended reinforcements and priorities

Best for

Founders who want a fast, high-level view of where the business may be exposed before entering the process.

Pricing

Custom scoped based on company stage and complexity

Start Here

Pre-Roadshow Pressure Test

A deeper engagement designed to pressure-test the business before investor outreach, banker materials, or buyer conversations begin. This work goes beyond identifying issues. It helps reinforce the parts of the business most likely to come under scrutiny once outside capital enters the picture.

What it helps address

founder-centered revenue or decision-making
concentration and durability concerns
weak or uneven growth logic
narrative gaps between what the business is and how the market perceives it
structural issues that can expand diligence or weaken negotiating position

What’s included

leadership interviews
structural risk review
narrative pressure-testing
revenue and dependency assessment
issue prioritization
strategic recommendations
working sessions with founder and leadership team
buyer-lens preparation for key questions and pushback

Best for

Companies 6 to 18 months from a sale or minority growth investment that want to reduce structural risk before the process starts shaping valuation.

Pricing

Custom scoped based on company stage and complexity

Structural Readiness Advisory

An ongoing advisory engagement for founders who need a strategic partner as they strengthen the business ahead of a sale. This is where the work becomes more hands-on. We help leadership teams translate what needs to change into practical action across structure, story, and decision-making.

What it helps with

sequencing what to fix first
strengthening leadership independence
clarifying buyer-facing narrative
reducing risk signals over time
helping the company present as more durable, transferable, and scalable

What’s included

This can include:

monthly or biweekly advisory calls
founder and leadership team strategy sessions
narrative refinement
structural risk prioritization
review of buyer-facing materials
ongoing input as the company moves closer to market

Best for

Founders who do not need a banker yet, but do need a strategic partner to help prepare the business for what buyers and investors will eventually see.