Sell-Side Readiness

For owners preparing to exit — and ready to do it right.

We support founders and operators planning for sale, succession, or transition. From financial normalization to buyer-facing materials and broker prep, our goal is to help you show up organized, confident, and ready to move.

What We Deliver Through Sell-Side Readiness

• Financial Cleanup & SDE Normalization
  Clarify owner earnings, surface value levers, and package financials for buyer review.

• Data Room Assembly
  Organized, diligence-ready folder structures to streamline review and reduce friction.

• Buyer-Ready Storytelling
  Narratives, summaries, and positioning tools to help you present the business with clarity and confidence.

• Broker Coordination & Prep
  Support in selecting, preparing for, and working alongside brokers or investment bankers.

• Readiness Sprints
  Short-term engagements to help owners get clean and credible before going to market.

Who This Serves

• Founders exploring an exit

• Owners managing succession

• Legacy operators planning transition

• Sellers prepping for broker or buyer outreach