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.
Before anything else, I want to make sure I can actually help you. A short form helps me understand where your business stands and whether the timing is right. No pitch at the end -- just an honest read on fit.
If the form looks like a match, I'll reach out to schedule a short call. We'll talk through what you're working with, where the gaps are, and what's possible. You leave with a clearer picture of where you stand -- regardless of what you decide.
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.
What's covered:
Done-with-you execution across the pillars that matter most for your specific deal. We pick the three that will move the needle most and execute them together.
Accountability systems, role clarity, reducing key-person risk so the business runs without you.
Getting what's in your head into systems. Documenting decisions, relationships, and processes buyers need to see.
Clean, consistent books. Separating personal and business. Making your numbers something a buyer can trust.
Customer agreements, vendor contracts, employment docs. Building a legal foundation that survives due diligence.
Recurring revenue, customer concentration, and demonstrating a business that doesn't depend on one client or relationship.
Reviews, presence, and perception. Buyers search. What they find matters.
The majority of buyers purchasing a $1M–$5M business use an SBA 7(a) loan to finance the deal. If your business doesn't meet SBA requirements, you lose most of your buyer pool — leaving only cash buyers, who know it and price accordingly. We make sure your financials, tax returns, and documentation meet SBA standards before you go to market.
After the sprint, I stay in your corner with two retainer options. Both include hands-on broker support when you're ready to go to market — not just a referral, but real help finding the right fit.
$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 support 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 |
|---|---|---|
| Fit Form + Conversation | Initial assessment of fit and timing | Free |
| Operational Readiness Assessment | 1-2 week diagnostic with written roadmap; $2,500 credited toward first month | $2,500 |
| 4-Month Sprint | Done-with-you execution on the three highest-impact pillars | $7,500/month |
| Ongoing Retainer | Monthly or weekly meetings + hands-on broker support when you go to market | $200 or $500/mo |
"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."