Sale prep for owner-led businesses
Twelve to twenty-four months from listing. $500K to $5M EBITDA. Ten weeks of structured work, a complete data room at the end.
The arithmetic of preparation
- 01
Origin
Founding decisions. Why things are done the way they are. The tribal knowledge that never made it into a doc.
- 02
Customers
Top twenty accounts. Who buys what, why, renewal patterns, and what could go wrong with each.
- 03
Vendors
Suppliers and partners. Critical-path dependencies. The vendors the business cannot replace overnight.
- 04
Pricing
How prices are set. Where there is flex. The discounts that exist and why.
- 05
People
Who is critical. Who is replaceable. What makes someone good in this company.
- 06
Day in the life
Every recurring decision the owner makes in a week. The cadence the buyer is taking on.
- 07
Problem-solving
Unusual situations the business has handled. What worked. What the owner would do differently.
- 08
Financial narrative
How money flows. Seasonal patterns. The story behind each line of the P&L.
- 09
Risk register
What keeps the owner up at night. The top ten enterprise risks and how each is mitigated.
- 10
Synthesis
Walk through the draft data room together. The owner corrects what's wrong. The bundle ships.
The work
What lands in the data room
A single bundle. One hundred and fifty to three hundred pages. Drops straight into the buyer's data room and answers every "can it run without you" question before it's asked.
- iOperations ManualSOPs
- iiCustomer Concentration MapTop 20
- iiiVendor & Supplier MapCritical path
- ivPricing PlaybookLogic + flex
- vOrg Chart & Role DependenciesDelegation
- viFinancial NarrativeThree-year
- viiRisk RegisterTop 10
- viiiDay in the LifeCadence
- ix90-Day Transition PlaybookHandover