The approach
Assess. Plan. Embed. Realise.
A four-stage engagement built around one outcome — the exit you actually want, on terms you actually choose. Fee-for-service throughout. No transaction completion fee, so the advice stays pointed at your outcome, not the deal.
Assess
Start with the Readiness Audit — the sixteen-question scorecard on this site. It's free, it takes about two minutes, and the high-level snapshot appears on screen the moment you finish (email yourself a copy if you'd like one). You get a buyer's-eye read across the six dimensions, an honest check on whether the likely outcome fits your objectives, an indicative value-now versus target-potential range, and a quick AI pressure-test of the business.
Plan
The Exit Blueprint. Every viable route mapped — trade sale, management buyout, employee ownership, family transition, partial sale, hold-and-improve — sized against your objectives, your time horizon, and the value the business can credibly command. You choose the route with the trade-offs made explicit.
Embed
The work that moves the number. Earnings quality, customer concentration, owner-independence, the story a buyer can believe. Monthly engagement, working alongside you and your team to close the gaps that the Blueprint identified — before a buyer ever gets to price them in.
Realise
Through the deal itself. Alongside your advisers, not replacing them — but keeping the process honest to the Blueprint, the objectives, and the value that's been built. The point of every previous stage is that you arrive at this one with leverage, not without it.
See where your business stands.
Two minutes. Sixteen questions. No sign-up.