Building conviction before going to market. The best transactions are rarely won during a sale process. They are earned long before buyers are contacted.
Whether a transaction is six months away, two years away, or not currently being considered at all, it is never too early to evaluate how a buyer or investor would view your business.
The earlier you start, the longer your runway, and the more control you have over the narrative before anyone else gets a vote.
The companies that achieve the strongest outcomes are often the ones that prepared long before they decided to sell.
We assess transaction readiness the way institutional buyers will, identifying gaps before they become obstacles in a process. Four dimensions decide how a business is valued and trusted.
Whether the numbers will survive diligence: accrual-grade accounting, clean revenue recognition, and a quality-of-earnings story that holds up under scrutiny.
The data a buyer underwrites against: retention, cohort economics, customer concentration, and the efficiency of the growth engine, captured and tracked, not reconstructed.
A credible, evidenced path forward, not a forecast. The story a buyer can defend to their own investment committee about where the next dollar of value comes from.
How the business is framed against the buyer universe, its risks pre-empted and its strengths sequenced, so the narrative is set before anyone else writes it.
Preparation extends beyond the business itself. We help assemble the right transaction team early, specialists whose work can materially impact valuation, deal certainty, and after-tax outcomes long before a process begins.
Yes, one who specializes in M&A. Deal structure, reps and warranties, and the points that quietly move value.
A sell-side QoE that surfaces and resolves adjustments before a buyer’s team ever raises them.
Structuring decisions made early, when they still shape the after-tax outcome rather than just report it.
Personal and estate planning aligned to the transaction, so proceeds land the way the founder intends.
Premium valuations are not driven by storytelling alone. They are driven by buyer conviction.
30 minutes with the senior team. No commitment. We will read your business through a buyer’s lens and prioritize the preparation that moves valuation most.
Schedule a Working SessionThe deal terms that quietly move value, monthly, from Shane. No spam, no marketing, no padding. Just the writing that founders actually keep.