Our Services
Compass:
Know where you stand
For owners who aren't ready to sell but want a business that's worth more when they are. We assess where the business stands today, identify what's holding back its value, and give you a practical roadmap, plus the tools to follow it.
..Step-by-step online training
..SOP and financial templates
..Group coaching sessions
..Exit-readiness checklist
Catalyst:
Turn the plan into results
For owners who want to grow but can't do it alone. We work alongside you and your team as a fractional leadership team, implementing the systems, marketing, financial cleanup and technology that drive profit.
..You stay in control
..Hands-on help with systems, team, marketing and technology
No fees: we take an equity stake, so we only win when you do
Capstone:
Exit on your terms
A capstone is the stone that completes the structure. In a business sale, that means bringing two sides together, the owner who built the business and the buyer who will carry it forward, so ownership passes from one to the other without a break.
For owners who are ready to sell, plan a succession or merge. We maximize what a buyer will pay for: clean, buyer-ready financials, a Confidential Information Memorandum that tells your story, and vetted, qualified buyers. Then we negotiate and manage the deal through closing.
Business valuation
.Buyer-ready P&L and Confidential Information Memorandum
Marketing to our buyer list and major platforms
Buyer vetting, negotiation and deal structuring
Due diligence and transition planning
Transaction coordination
