There’s an old saying: “The best time to plant a tree was 20 years ago. The second-best time is today.”
The same goes for preparing your company for sale — the best time was the moment you first thought about exiting. The next best time is right now.
We help businesses prepare for sale so they maximize value and increase multiples when dealing with professional buyers.
When it comes to selling to Private Equity or other professional buyers, value isn’t just based on revenue or profitability. It’s based on clarity, credibility, and the confidence you create in the deal room.
That’s where we come in.
We help business owners prepare for sale by getting the financial story straight — and putting the right structure in place to maximize value and increase multiples. Whether you’re 6 months or 3 years from a transaction, the right preparation can mean millions at the finish line.
Our sell-side readiness services include:
- Cleaning up and standardizing financials
- Identifying and elevating key value drivers
- Crafting investor-ready reports and forecasts
- Strengthening operational metrics and controls
- Telling a clear, compelling financial story to buyers
We work along side you as a strategic financial and operational partner — helping position your business not just to sell, but to sell for more.
If you’re thinking about an exit, let’s talk before the buyers show up. The sooner we start, the more value we can unlock.
Case Study
Industry / Context: Founder-owned media and publishing business preparing for institutional sale
Challenge
A long-established, founder-led company discovered a significant misappropriation of assets that left leadership uncertain about the accuracy of their financials and unprepared for any type of institutional diligence. There were no controls, no formal forecasting process, and no operating budget.
Despite these challenges, the founders wanted to pursue a sale — but they needed clarity, discipline, and credibility before approaching the market. They required a partner who could rebuild trust inside the company while positioning the business for a high-value transaction.
What We Did
We stepped in as interim CFO to stabilize the business and prepare it for sale. Our work included:
- Rebuilding the financial foundation and implementing controls to prevent future misuse
- Creating the company’s first operating budget and 13-week cash forecast
- Documenting and quantifying add-backs tied to the misappropriation and other non-recurring costs
- Cleaning historical financials and improving reporting accuracy
- Educating the founders on financial drivers and guiding them through the sale process
- Developing the financial narrative and supporting documentation needed for investor diligence
- Working directly with the founders and advisors through closing, then staying on for a 10-month transition
Result
The company regained financial stability and internal trust, with clear controls and accurate reporting. When it entered the sale process, diligence was smooth and well supported — and buyers recognized the true strength of the business.
The result was a successful exit at approximately a 12x valuation multiple, far exceeding the founders’ expectations.
The founders left the process with confidence, credibility, and a strong outcome that reflected the real value of their business.