- Exit Readiness & Value Creation
Our approach is founder-first and results-driven. We don't push to sell fast—we help you sell smart.
We’ve worked in investment banking, but we’re not an investment bank. Our process is designed to ensure founders enter the market prepared, confident, and in control—having already created the value buyers pay for.
01
Establish the Financial Baseline
- Normalize historical financials.
- Establish defensible trailing twelve-month EBITDA.
- Separate operating EBITDA from one-time or non-recurring items.
- Create a clean, buyer-ready baseline.
- Outcome: a clear, credible EBITDA starting point buyers will trust.
02
Quality of Earnings Alignment
- Identify and validate owner add-backs.
- Address accounting inconsistencies and normalization issues.
- Resolve items buyers typically discount or reject.
- Align on EBITDA definition before going to market.
- Outcome: reduced diligence risk and fewer buyer haircut surprises.
03
Exit Readiness & Timing Plan
- Define founder goals and exit timing.
- Assess operational, financial, and leadership readiness gaps.
- Align value creation initiatives to exit horizon.
- Determine optimal buyer universe and exit strategy.
- Outcome: a realistic, actionable exit plan tied to founder objectives
04
EBITDA Value Creation Initiatives
- Pricing and margin improvement.
- Cost structure optimization.
- Revenue mix and customer concentration improvement.
- Leadership and process institutionalization.
- Working capital efficiency.
- Outcome: sustainable EBITDA growth that increases valuation and multiples.
05
Strategic Growth & Tuck-In Acquisitions
- Identify accretive tuck-in acquisition targets.
- Underwrite EBITDA and synergy impact.
- Support integration planning and execution.
- Position platform growth story buyers will underwrite.
- Outcome: larger, more strategic business with enhanced exit optionality.
06
Proof of Value & Market Readiness
- Document EBITDA improvements and growth trajectory.
- Prepare buyer-ready financial narratives.
- Stress-test assumptions against buyer diligence standards.
- Enter the market from a position of strength.
- Outcome: cleaner process, stronger buyer confidence, better deal terms.
- Success-Based, Founder-Aligned Pricing
We don't charge to advise. We earn by creating value—and by helping founders realize it at exit.
Baseline Establishment
Transparency before any work begins. We establish a clear, defensible baseline EBITDA as the starting point.
Value Creation Fee
We only get paid when value is actually created. We participate in incremental EBITDA improvement—validated through QoE review.
Exit Participation
Full alignment through the exit itself. We participate in the completed deal, reflecting our role in preparation and positioning.
Out-of-Pocket Only
Direct expenses only (diligence, travel, legal if requested). Upfront costs stay low and predictable.