Position Your Business for a Premium Exit
Buyers pay top dollar for businesses with predictable revenue, documented processes, and scalable sales systems. We help you build all three.
The Hidden Multiplier in Every Exit
Your business value isn't just about EBITDA. Buyers evaluate risk—and nothing de-risks a business faster than a proven, documented sales engine.
2.3X
Higher valuation multiples
for businesses with documented, repeatable sales processes vs. founder-dependent operations
67%
Faster deal closure
when financial projections are backed by pipeline data and predictable conversion metrics
$1.8M
Average value increase
for businesses that implement our 12-month pre-sale optimization program
Revenue Predictability
Can the business forecast revenue 90+ days out? Is there a documented sales process with consistent conversion rates?
RED FLAG
Founder-led sales with no repeatable process
Customer Concentration
How diversified is the customer base? What percentage of revenue comes from the top 10 clients?
RED FLAG
Over-reliance on 3-5 major accounts
Sales Documentation
Are there written playbooks, scripts, and enablement materials? Can the sales function operate without the founder?
RED FLAG
Undocumented 'tribal knowledge' processes
Pipeline Health
Is there 3-6 months of qualified pipeline? Are deals moving through stages predictably? What's the win rate?
RED FLAG
Empty pipeline or stagnant opportunities
CAC & Payback Period
What does it cost to acquire a customer? How long to break even? Is the unit economics sustainable at scale?
RED FLAG
Unprofitable customer acquisition
Team Independence
Can the sales team execute without daily founder involvement? Is there a second layer of leadership?
RED FLAG
All relationships tied to the owner
The Pre-Sale Sales Optimization Program
A 12-18 month engagement designed to maximize valuation and de-risk your exit
Phase 1: Diagnostic (Month 1-2)
Sales System Audit
Current process mapping & documentation gap analysis
Customer concentration risk assessment
Pipeline health & forecast accuracy review
Tech stack evaluation (CRM, sales tools)
Phase 3: Optimization (Month 7-12)
Performance & Diversification
Customer diversification campaigns to reduce concentration
Outbound lead generation to build healthy pipeline
Win rate improvement & deal velocity optimization
Team capacity building & leadership development
Phase 2: Foundation (Month 3-6)
Process Documentation & CRM Build
Written sales playbooks & enablement materials
CRM hygiene, data cleanup, & workflow automation
Reporting dashboards & KPI tracking setup
Sales team training & adoption programs
Phase 4: Exit Ready (Month 13-18)
Due Diligence Preparation
Data room preparation (sales metrics, contracts, customer data)
Financial model creation (ARR forecasts, cohort analysis)
Management presentation materials & buyer Q&A prep
Post-sale transition planning & knowledge transfer
Real Exit, Real Results
From $18M to $47M in 14 Months
A 42-year-old industrial equipment distributor was exploring a sale with an initial valuation of $18M (3.2x EBITDA). The business had strong financials but relied heavily on the founder's relationships.
We implemented our Pre-Sale Optimization Program, documenting all sales processes, building a CRM system, diversifying the customer base, and training a sales team to operate independently.
Result: The business sold for $47M (5.1x EBITDA) to a private equity buyer who valued the predictable, scalable sales engine we built together.
Investment & Timeline
This is a strategic partnership, not a quick fix
12-Month Program
$84,000
$7,000/month retainer
Ideal for businesses 6-12 months from market
Focus on documentation & optimization
Quarterly valuation readiness assessments
18-Month Program
$118,800
$6,600/month retainer
Ideal for businesses 18-24 months from market
Full optimization + customer diversification
Due diligence prep & data room build