Exit Readiness & Valuation Protection
A structured preparation framework to reduce diligence surprises and protect valuation 18–36 months before exploring private equity or a strategic sale.
What this service addresses
Common pain points
- Unclear valuation drivers and EBITDA normalization
- Owner-dependency risk and leadership bench gaps
- Messy documentation and avoidable diligence surprises
- Inconsistent KPIs and weak governance cadence
Key deliverables
- Exit readiness diagnostic + score interpretation
- EBITDA normalization and add-back worksheet
- Due diligence pre-audit checklist (12 categories)
- Data room index template
- 24-month runway plan (quarter-by-quarter)
How it works
1. Assess
Establish baseline clarity with structured diagnostics and a clear operating snapshot.
2. Systemize
Implement templates and cadence so progress is measurable and repeatable.
3. Execute
Prioritize high-leverage actions that reduce risk and improve operating leverage.