We help established service business owners prepare for a successful sale — and we have a qualified business buyer in our network actively looking.
Our 13-question assessment scores you across four areas buyers care about most.
Get My Real ScoreYou've spent decades building your business. But when it comes to selling it, the owners who get the best outcomes aren't the ones with the best businesses — they're the ones who prepared.
Most boomer business owners have never had a formal valuation, don't know what a buyer will scrutinize, and are unknowingly creating conditions that reduce their sale price before a conversation ever starts.
The difference between the 20% that do and the 80% that don't is preparation — and it starts years before the sale.
If the business can't run without you, a buyer isn't buying a business — they're buying a job. This is the single biggest value killer and the most fixable problem with the right preparation.
SBA-financed buyers require 3 years of clean formal statements. Most small business financials don't survive the scrutiny of due diligence without significant cleanup work.
How does your business actually run? If the answer lives in your head, a buyer can't value what they can't see. Undocumented processes represent risk — and risk lowers price.
Owners who start preparing 2–3 years before they want to sell consistently achieve significantly better outcomes than those who decide to sell and then scramble to prepare.
Every step delivers real value. You're never locked in, and you'll never wonder what comes next.
From your first free assessment to the day you close — we're with you at every step.
A professional website and AI voice agent that modernizes your business and reduces owner dependency — two things buyers look for.
Our core advisory product. A complete review of where your business stands and exactly what needs to happen before you sell.
Ongoing advisory and accountability to systematically build your business value — so you sell at the top of your range.
We bring together academic rigor, real-world operational experience, and a qualified business buyer relationship — a combination you won't find anywhere else in the exit advisory space.
I've built and operated businesses. I understand what it takes to grow something from nothing, carry a payroll, and make hard decisions under pressure. That operational background, combined with graduate training from Yale and Penn State, is what I bring to every client engagement. You get someone who thinks analytically and talks plainly — and who has a qualified business buyer actively looking for businesses like yours.
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Take our free Exit Readiness Assessment and get an instant, personalized score — or book a free 30-minute call and we'll walk through it together.
No obligation. No sales pressure. Just an honest conversation about where your business stands.