Buyers judge a business on 11 things, like how much of it depends on you and how steady the revenue is. Answer one quick question on each, and see the three a buyer would discount first, with what they'll ask for and how long each takes to fix.
My family's dental practice sold for 81% over its first valuation, through COVID. It took four years because I did not have this system yet.
Owners often find out what a buyer sees in the middle of a sale, when every problem becomes a reason to lower the price. Found a few years earlier, the same problems are projects you can fix.
Each factor has one quick question inside. Answer it as you go, and your read builds at the end of the list.
Your three discounts, with what a buyer will ask for and the time to fix each, in your inbox to come back to.
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This check uses one question per factor, and your answers stay in your browser unless you email them to yourself. The full version is the Readiness Diagnostic: you and I go through 33 questions together, three per factor, along with your revenue and profit. You get a Readiness Score, an approximate planning valuation range and a roadmap of what to fix first.
Private Exit Acceleration is one-to-one coaching with me on the factors that will raise your value the most. We meet for 55 minutes each week, and every module ends with a document you keep. Between calls you do the work, usually 3 to 10 hours depending on the business, and you set the pace.
You work with the person who built the system, every week, with no hand-off to anyone else.
We review what you finished, work through what's stuck and agree on the next piece.
Work on the factors that matter most for your timeline, as quickly or steadily as the business allows.
Each module ends with a document your CPA, your attorney or a future buyer can read.
Outside my role: formal valuation, accounting, tax, legal, brokerage, investment banking and wealth management. I work alongside the professionals who handle those.
A 20-minute call about your business, your timeline and whether a Readiness Diagnostic makes sense. The investment is covered openly.
If it fits, we schedule your diagnostic. If it doesn't, I'll say so and point you somewhere useful.
One 90-minute meeting: three questions for each of the 11 factors, plus your revenue and profit.
Within three business days. It shows your Readiness Score, where you stand on all 11 factors, an approximate planning valuation range, how much value the gaps may be costing you, and a priority roadmap.
A 20-minute review. We agree on which factors to fix first and what fixing them would take, and I show you how we'd work through them together.
Usually 3 to 10 hours between calls, depending on the business and the factor.
Review what you finished, work through what's stuck and set the next piece. I'm your sounding board and the one who keeps it moving.
Each module ends with a document you keep, from buyer-ready financials to a library of written procedures.
My family's dental practice sold for 81% over its first valuation, through COVID. It took four years because I did not have this system yet. You start with it on day one.
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After you book, check your email for a confirmation with the call details. If it hasn't arrived in a few minutes, look in your spam or promotions folder.
That's the best time to start. Problems found years before a sale are projects you can fix. Found during a buyer's review, they become reasons to lower the price. The same work tends to make the business easier to run in the meantime.
The Readiness Report includes an approximate planning valuation range and an estimate of what the gaps may be costing you. It's a planning estimate, not a formal appraisal. For a formal opinion of value, work with a qualified valuation professional.
Keep them. Your CPA, attorney and broker handle the taxes, the legal work and the sale. None of them is coaching you on making the business itself worth more before it's evaluated. That's my part, which makes them natural partners in this work, and your report gives them a clear picture to start from.
No. I'm not a broker, so I earn nothing from a sale, a listing or a buyer. My only job is making your business worth more to you, whether you sell next year, in ten years or never.
Then you hear it from me, with time to fix it, instead of from a buyer's team in the middle of a deal. A low score becomes a list of projects, in order of what matters most.
The Readiness Diagnostic is one 90-minute meeting and a 20-minute review. If you continue, we meet weekly for 55 minutes, with 3 to 10 hours of work between calls at a pace you set.
I cover the investment on the Fit Call, once we've talked about your business and whether the diagnostic makes sense for it.
Established, owner-led service businesses with a team. The first one I took through it was a dental practice.