Case Study: From Scattered Systems to a 3.6x Exit in 45 Days

Exit Planning | Remote Marketing Agency | Closed Q2 2025

The Opportunity

The founder of a distributed creative agency was burned out and ready to move on—but their financials were spread across QuickBooks, Stripe, and multiple payroll platforms, with no exit plan in place.

Our Role

We helped package the business for a smooth handoff:

✔️ Financial Consolidation
Cleaned up QuickBooks and consolidated Stripe + payroll data into a buyer-friendly format.

✔️ Narrative Development
Positioned the business around client retention, team structure, and recurring revenue to support valuation.

✔️ Broker Coordination
Worked with the seller’s broker to ensure the business was positioned effectively from teaser through LOI.

The Outcome

Within 45 days of going to market, the business secured a 3.6x SDE offer. The founder fully transitioned out within 90 days of close.

Snapshot

Sector: Creative / Marketing Services
Client Type: Founder-Operator
Our Work: Exit Planning · Narrative Development · Broker Coordination