Most owners first meet their company's gaps in due diligence, when someone else is holding the pen. The Assessment puts that view in your hands first, while there is still time to act on it.
Book a CallEach area is examined against the standard an institutional buyer or lender applies. Not against your own sense of how the business runs.
We reframe your P&L to the adjusted EBITDA basis a buyer actually underwrites, and build the add-back schedule that supports it. Owners often carry personal, one-time, or non-operating costs in the numbers. A buyer will not take those on faith. We document each adjustment so it holds up when questioned.
We look at how you run the business month to month and measure it against the cadence an institutional partner expects. The question is not whether you know your numbers. It is whether the business can show them on a schedule, in a format someone outside your head can follow.
We test whether your revenue can be cut the way a sophisticated buyer will want it cut: by customer, by segment, by cohort, by concentration. Concentration risk is one of the first things a buyer prices. Better to know where you stand before they do.
We examine whether the sales engine is predictable and measurable, or whether it runs on relationships and instinct. A buyer pays more for revenue they can forecast. We show where the pipeline is legible and where it is not.
We map where institutional knowledge sits and how much of it sits with one or two people. Key-person risk is a common due diligence concern and a common reason a deal stalls. Naming it early gives you time to spread it.
We inventory what a buyer or lender will request: contracts, corporate records, financials, policies. Then we mark what is ready today and what is not. The goal is no surprises in the data room.
The report covers all six areas. For each one, it lays out three things:
The gaps are the point. Every gap is something you can address on your own timeline, instead of under deal pressure. The Assessment closes with a working session to walk through the findings together and agree on a path forward.
The Assessment is built to run alongside your normal business, not compete with it. You are not pulling your team off their priorities to make it happen.
A short call is the place to start. We will talk through where you stand and whether the Assessment is the right next step.
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