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PHASE 43–12 MO

Consulting

Execution. We close the value gaps that drag your multiple — financial cleanup, customer concentration, ops, tax structure, diligence prep — before any buyer ever sees the data room.

What it is

Ship the gaps. Tune the engine.

Consulting is where most of the value is created. The Value Acceleration Plan is the plan; Consulting is the work. We bring specialists in across financial, ops, tax, legal, and team disciplines and run a coordinated program against your milestone plan until your business is genuinely diligence-ready.

Workstream depth
FINANCIAL
Reporting cleanup
Accrual conversion, normalized EBITDA, KPI dashboards, monthly close discipline.
OPERATIONS
Process documentation
SOPs for top processes, role definitions, vendor contracts, system-of-record cleanup.
CUSTOMER
Concentration de-risk
Diversification programs, contract length extensions, recurring revenue conversion.
TAX
Structure optimization
Entity structure, QSBS positioning, working-capital planning, state-residency review.
LEGAL
Reps & warranties prep
Contract refresh, IP assignments, employment agreements, indemnity exposure review.
TEAM
Owner-dependence reduction
#2 in seat, documented authority, key-employee retention, transition planning.
Cadence
WEEKLY
Standup with the workstream owners.
30 minutes. Status, blockers, decisions. Dashboard updated.
MONTHLY
Owner review.
Multiple-impact tracking, plan adjustments, advisor coordination.
QUARTERLY
Readiness re-test.
Refreshed Scorecard scoring against benchmarks. Go-to-market gate decision.
When consulting ends

Consulting ends when readiness scores cross our go-to-market threshold and the gaps that would generate diligence retrades are closed. Not before. We don't push to market on a calendar — we push when the engine is tuned.