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.

    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

    FAQ · Clarity on the Process

    Common questions

    Last updated:

    No. Trajectory is not an investment bank and charges no banking fee. We provide coaching and preparation, not a transaction.

    No. We don't replace investment bankers; we prepare founders so bankers succeed. Our Reverse-Engineered Readiness methodology identifies risks 18 to 24 months before an LOI, so when you're truly prepared, your banker can focus on getting you the best deal.

    Earlier than most founders think. Our exit program runs 9 to 24 months, and our fractional CFO, CTO and Chief Growth Officer practices put seasoned operators in the seats buyers scrutinize 18 to 24 months before an LOI, so gaps are fixed before they cost you at the table.

    An assessment your Guide runs of the 9 factors buyers actually score. It shows you the gaps in your business while you can still fix them.

    Coaching from an operator who has already sold a company, so the advice comes from having done it. Your Guide is an Exited Founder who gets you ready, builds the plan and puts you across the table with your number and your buyers already in hand.

    Exited Founders: operators who have already sold a company. A Guide gets you ready, builds the plan to your number, and helps you know your buyers before you ever engage a banker.

    A two-day, in-person, cohort-based session in Seattle during regular business hours, designed to accelerate your exit readiness. The next one is in Winter 2027, dates to be announced, at $5,000 per company with a co-founder or CFO second seat for $3,000.

    A give-to-get model for M&A data, like Payscale for M&A: contribute anonymized transaction data and unlock access to practical valuations and private equity multiples.

    Have a specific question about your company or timeline?

    Talk with a Guide

    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