Our Process
A disciplined engagement, quarter by quarter.
We embed with your leadership, operate alongside you, and deliver against a written value-creation plan — not a deck.
Quarter 1
Diagnose
Enterprise value baseline, operating audit, customer concentration review, systems inventory, and gap-to-market benchmarking. Written findings in thirty days.
- EBITDA & multiple analysis
- Operating & tech audit
- Market comparables
- Written value-creation plan
Quarters 2–4
Build
We install the operating backbone of a transferable company — automation, reporting cadence, management layer, and documented SOPs. We run alongside your team.
- Automation & AI implementation
- Management-layer installation
- SOPs & documentation
- Monthly operating reviews
Quarters 5–8
Prove
Twelve months of clean, auditable financials and KPI trends that survive a quality-of-earnings review. Revenue quality, margin structure, and working capital prepared for diligence.
- Quality-of-earnings prep
- KPI & metrics build-out
- Working capital normalization
- Growth-story documentation
Quarters 9–12
Exit
Sell-side process: buyer list, confidential marketing, bid management, due diligence defense, and negotiation support through close.
- Curated buyer universe
- CIM & data room
- Bid management & negotiation
- Diligence defense to close