1
Customer & Revenue Analytics
Whether your revenue can be sliced the way a sophisticated buyer will want, concentration risk included.
Most owners have never seen their company the way an investor or buyer will. The numbers that run the business are not the numbers that close a deal, and the gap tends to surface in diligence, when someone else is holding the pen. If you are preparing to raise, sell, or answer to a board that expects cleaner books, this is where you get ahead of it.
Start with a free callYou can run the business from memory. You know which customers carry the year, which months run tight, where the money actually goes. The company grew on that instinct, and the instinct was right.
Now something has shifted. You are thinking about a raise, a sale, a lender, or a more mature view of what you have built. The questions coming at you are no longer the ones you have always answered in your head. Someone wants it on paper, in their format, backed by numbers they can test.
Every company has gaps. Having them is not the problem. The problem is finding them at the same moment a buyer or lender does. That is when a gap stops being a fix and becomes a discount.
Your numbers are not framed the way a buyer reads them.
Your reporting lives in your head instead of on a page.
Too much of the business runs through you personally.
None of this means the company is not valuable. Each one is fixable. The only question is whether you fix it on your timeline or under deal pressure.
The Transaction Readiness Assessment shows you what due diligence will find while there is still time to act on it. In 30 days you get a clear, honest read on how ready your business is for a sale, a raise, or a capital partner, and exactly where the gaps are.
What you get back is more than a report. It is the ability to see your business the way the other side will, and to keep seeing it after the engagement ends.
Start with a free callWhether your revenue can be sliced the way a sophisticated buyer will want, concentration risk included.
Your P&L reframed to the adjusted basis a buyer uses, with a supportable add-back schedule.
Whether the sales engine is predictable, measurable, and tied to the outcomes that drive value.
How you run the business today, measured against the cadence an institutional partner expects.
Where institutional knowledge sits with one person, a common due diligence concern best addressed early.
An inventory of what a buyer or lender will request, and what is ready today versus what is not.
Our team has spent decades in senior finance and operational leadership roles. We have participated in transactions, financing reviews, and due diligence processes from the side of the table owners eventually face. That perspective allows us to provide advice that is practical, direct, and grounded in real-world experience.
We do not disrupt businesses. We help owners understand them more clearly so they can build, grow, finance, or exit from a position of strength.
Every business has gaps. The gaps you find and fix early put you in a stronger position for the deal you want. If now is the time to find yours, it takes 30 days and a fixed fee of $7,500.
A 30-minute discovery call is the place to start. We talk through where you stand and whether the Assessment is the right next step. No cost, no pitch.
Start with a free call