This isn't coaching from the sidelines. I work inside your business alongside you, build what needs to be built, and make sure the systems stay running after I'm gone.
Book a call or send a message — whichever works for you. We'll have an honest conversation about where your business stands and whether this makes sense. No pitch, no pressure.
A paid diagnostic that maps your business against what buyers actually look for. Over 1-2 weeks, I go through your operations, financials, team structure, and contracts — and give you a clear roadmap of what would cost you money at the table. The $2,500 fee is credited in full toward your first month if you move forward within 30 days of the assessment.
What's covered:
Done-with-you execution on the 1-2 pillars that will move the needle most for your specific deal. The engagement starts with a 3-month minimum at $5,000/month — your $2,500 assessment fee is credited toward your first month if you start within 30 days, so month one nets $2,500. While we work, I'm also mapping what comes next: owner dependency, getting institutional knowledge out of your head, and what the full path to market looks like from here.
After the initial 3 months, we continue month to month at $5,000/month for as long as the work requires — until you're ready to bring in a broker and go to market.
After the sprint, I stay in your corner. We build and organize your data room, find the right broker, and I remain available as you navigate the go-to-market process. You won't be navigating it alone.
A well-organized data room signals to buyers that you run a professional operation — and cuts weeks off due diligence. We build it before you go to market.
$200/month
Monthly Check-In
One hour per month. We review where things stand, address what's come up, and keep you moving in the right direction.
$500/month
Weekly Support
Weekly meetings for active, ongoing support — ideal when you're approaching go-to-market and need closer guidance.
Broker selection included with both retainers. When you're ready to sell, I help you identify the right broker for your deal, prepare for interviews, get your documents in order, and navigate the go-to-market process — start to finish.
The question isn't whether this is expensive. The question is what your sale price looks like with versus without it -- and whether the gap justifies the investment.
| Phase | What It Is | Investment | What It's Worth |
|---|---|---|---|
| Initial Conversation | Initial assessment of fit and timing | Free | Knowing if you're ready before you start a process that's hard to walk back |
| Operational Readiness Assessment | 1-2 week diagnostic with written roadmap; $2,500 credited toward first month if you start within 30 days | $2,500 | Finding out what buyers would find — before they do, and while there's still time to fix it |
| 3-Month Engagement | Done-with-you execution on your 1-2 highest-impact pillars. 3-month minimum, $2,500 assessment credited toward month one if you start within 30 days. | $5,000/month ($12,500 total with assessment) | Typically $200K–$600K added to your final sale price — and a deal that doesn't fall apart in due diligence |
| Month to Month (optional) | Continue after the initial 3 months at the same rate until you're ready for market. | $5,000/month | Keeps the work moving — no new commitment, just keep going until the business is ready. |
| Data Room & Retainer | Data room setup, broker selection, monthly or weekly meetings + hands-on support through go-to-market | $200 or $500/mo | The gains from the sprint don't fade, you go to market with the right broker instead of the first available one, and buyers have no reason to slow-walk or walk away |
"The same business at $300K SDE: messy ops = $600K sale. Clean and transferable = $1.2M. That $600K gap is the cost of not being ready."
A CPA cleans your books. A lawyer reviews your contracts. A broker lists your business. None of them fix the operational gaps that kill deals. That's what this is for.
| What needs to happen | Stella & Main | CPA | Lawyer | Broker | CEPA |
|---|---|---|---|---|---|
| Exit readiness diagnostic | ✓ | — | — | Partial | ✓ |
| Clean up financials for buyer review | ✓ | ✓ | — | — | — |
| SBA loan compliance prep | ✓ | ✓ | — | — | — |
| Reduce owner dependency | ✓ | — | — | — | — |
| Document SOPs & processes | ✓ | — | — | — | — |
| Assess customer concentration risk & help build a more transferable customer base | ✓ | — | — | — | — |
| Assess and improve online reputation | ✓ | — | — | — | — |
| Review & organize contracts | ✓ | — | ✓ | — | — |
| Build out the data room | ✓ | — | — | Partial | — |
| Broker selection & vetting | ✓ | — | — | — | — |
| Hands-on execution inside your business | ✓ | — | — | — | — |
| Tax planning for the sale | — | ✓ | — | — | ✓ |
| Business valuation | — | Partial | — | ✓ | ✓ |
| Personal financial planning for the owner | — | — | — | — | ✓ |
| Negotiate deal terms (LOI & purchase agreement) | — | — | ✓ | ✓ | — |
| Entity structure optimization pre-sale | — | ✓ | ✓ | — | — |