Would your books survive a buyer?
Exit readiness means your financials answer a buyer's questions before they're asked.
Most don't.
Why us specifically
James spent his career at PwC on turnaround and restructuring — then left to work directly with small businesses. He's owned and operated service companies himself. And he's built a community around buying and selling businesses.
He's been on the buyer's side of the table. He knows what gets flagged, what kills a multiple, and what buyers quietly walk away from without telling you why.
What you get
- Diligence-readiness assessment — what a buyer will find
- Reporting quality cleanup before it costs you a multiple
- Entity and structure review
- Margin analysis by department, function, or service line
- Risk register — the things you'd rather disclose than have discovered
- Lender and investor reporting
The line that matters
The earlier you engage before a sale, the better the outcome.
Diligence readiness built over eighteen months is a valuation. Built over six weeks, it's a discount.
How it works
First 30 daysA Quick Wins Report — hidden risks, cash opportunities, control gaps. On either tier.
Monthly — or weeklyA 1-on-1 with your CFO: every month on Advisory, every week on Full Service. Not an account manager. Not a ticket queue.
Questions people ask
Frequently asked questions
- When should I start preparing to sell my business?
- Earlier than you think. Buyers price the quality of your reporting, not just your EBITDA.
- What do buyers look for in financials?
- Consistency, clean allocation, defensible margins, and no surprises. Surprises are what kill deals.
- Will messy books lower my valuation?
- Yes. Not because the business is worse — because the buyer prices the uncertainty.