9-24 Month Program

    Run the Private Equity Playbook — Before You Sell

    Private Equity buys confusion at a discount and sells clarity at a premium. You can run that playbook before you sell. And we can help you. A structured program combining Readiness Sprints and Banker Preparation to ensure you're fully ready when it's time to transact.

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    9-24 Month Head Start

    Identify and address risks well before they become deal-breakers.

    Maximize Value

    Position your company for premium valuations.

    Risk Mitigation

    Proactively resolve issues that could derail your transaction.

    We Don't Replace Investment Bankers—We Prepare Founders So Bankers Succeed

    Our "Reverse-Engineered Readiness" methodology identifies risks 18–24 months before an LOI to maximize your Enterprise Value. When you're truly prepared, bankers can focus on what they do best—getting you the best deal.

    The 9-24 Month Journey

    From Operating Mode to Transaction Mode

    Phase 1

    Months 1-3

    Readiness Sprint

    Comprehensive audit and remediation of financial, legal, and operational risks.

    Financial statement cleanup
    Contract review and standardization
    Customer concentration analysis
    IP and asset verification
    QoE
    Phase 2

    Months 4-6

    Quality of Earnings

    Rigorous financial analysis to validate historical performance and normalize profitability.

    Historical earnings validation and cash proofing
    Identification of valid EBITDA add-backs and one-time adjustments
    Net working capital (NWC) analysis and peg setting
    Granular margin analysis by product, customer, and channel
    Phase 3

    Months 7-9

    Value Optimization

    Strategic initiatives to maximize enterprise value before going to market.

    Revenue quality improvement
    EBITDA adjustments documentation
    Management team positioning
    Growth story development
    Phase 4

    Months 10-12

    Banker Preparation

    Preparing you and your team for the transaction process.

    Investment banker selection support
    Management presentation coaching
    Due diligence room preparation
    Deal process simulation

    Apply for the 9-24 Month Program

    Start your journey to a successful exit. Complete the application form and we'll schedule a confidential consultation to discuss your goals.

    • Confidential initial consultation
    • Custom program assessment
    • No obligation to proceed
    • Typically companies with $3M+ ARR

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