Typical outcomes

• Buyer outreach and indications of interest increase.
• Diligence friction decreases as metrics, documents, and evidence align.
• Multiple expansion becomes credible because the story is supported by data and repeatable systems.

How it works

• Readiness assessment. We baseline EBITDA quality, revenue mix, customer concentration, backlog health, working capital rhythm, and capex discipline. Gaps are scored for materiality and speed to fix.
• KPI architecture. We define and instrument operating and financial KPIs with audit ready definitions, including cohort retention, contribution margin, quote to order cycle time, first pass yield, OEE, and cash conversion.
• Data room scaffolding. We assemble a searchable structure with version control for financials, commercial materials, operations, legal, HR, IP, ESG, IT and cybersecurity, and safety.
• Proof packs. We package before and after dashboards, case evidence, customer testimonials, and process documentation that demonstrate reliability of earnings and scalability.
• Owner narrative. We coach a concise narrative that ties operational improvements to defendable earnings, risk reduction, and the forward scale plan.
• Buyer mapping. We segment likely buyers strategic, PE platform, PE add on and tailor the angle for each without changing the underlying facts.
• Dry run diligence. We simulate common diligence paths commercial, accounting, legal, technology, and operations and resolve issues in advance.

Program areas we deliver

• Investor grade dashboards for finance and operations with drill through to transactions.
• Commercial proof including pipeline integrity, pricing discipline, win rate analysis, and customer health.
• Operations proof including throughput, quality, traceability, and supplier reliability tied to cost and delivery.
• Technology and data readiness including system maps, access controls, and cybersecurity basics.
• People and org readiness including role clarity, succession, and incentive alignment.
• ESG and safety basics that meet buyer checklists without unnecessary scope.

Near term deliverables

• A readiness scorecard with prioritized fixes and owners.
• A standardized KPI dictionary and a live scorecard shared by leadership.
• A fully indexed data room with a document request tracker and response SLAs.
• A concise management presentation and two narrative variants for different buyer types.
• A diligence Q and A playbook with approved answers and exhibits.

Optional workstreams

• Sell side quality of earnings support in coordination with your accounting firm.
• Customer voice studies and NPS to evidence stickiness and expansion potential.
• Technology and cybersecurity uplift to meet buyer thresholds.
• Carve out readiness if a divestiture is part of the plan.