Founder extraction, process documentation, and exit-readiness for tech middle-market companies preparing for sale or scaling toward institutional capital. 22% EBITDA margins maintained through 4× growth.
Request a Turnaround AssessmentThis pillar anchors on operating proof that buyers can verify: 22% EBITDA margins maintained through growth, 92% hiring accuracy across 40 hires, and a successful PE exit without naming a multiple.
Operational Excellence is the unglamorous work that compounds. Codifying tribal knowledge into scalable processes, removing the founder from the critical path, building the management bench, and preparing operations to survive — and command premium multiples — under institutional ownership.
Mapping every decision the founder still owns, then engineering the systems and people that replace each one. This is what gets a founder-led firm from “valuable to the founder” to “valuable to a buyer.”
Sales process, customer success playbooks, technical runbooks, financial close calendars, hiring rubrics. Tribal knowledge becomes shelf-stable assets a PE buyer can underwrite.
Org design for scale, comp band rationalization, hiring rubrics with 92% accuracy across 40+ hires, and the leadership-bench moves that protect retention through transition.
Pre-LOI cleanup. Financial reporting normalization, contract hygiene, IP assignment review, customer-concentration mitigation. Everything a smart buyer’s diligence team will eventually find — fixed before they start looking.
The same firms that grew on heroics get penalized on multiple at exit. Buyers pay for repeatability. The Operational Excellence work converts founder-energy into institutional process, which is what the multiple actually rewards.
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Read →Operator-led diagnostic in 14 days. No retainer until we agree on the work.
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