Choose the level of engagement that fits where you are in your exit timeline.
A fixed-fee assessment that benchmarks enterprise value, maps key risks, and outlines a 24 to 36 month action plan.
Ongoing quarterly coaching on KPI tracking, margin improvement, financial reporting, and ownership transition milestones.
A focused cleanup package for owners approaching market: normalize financials, tighten reporting, and prepare the data room.
Sell-side preparation, buyer process support, and coordination of your legal, tax, and financial advisory team through closing.
This advisory is built for owners who fit this profile:
Owners with enough scale that cleanup and value improvement will materially increase enterprise value.
Businesses with messy job costing, weak reporting, customer concentration, or no clear second layer of management.
Owners considering family succession, an employee sale, or a third-party sale, the structures most common for contractor exits.
Add a footnote if this applies to your business
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