Exit preparation before the banker takes you to market
The best process starts before the process. We prepare the operating story, financial proof, data room, buyer objections, and diligence answers so the company enters market from strength.
Who this service is for
Founder-CEOs, boards, CFOs, and sponsors preparing for sale or capital raise
When to use it
Use this 6-18 months before market when the business needs cleanup, a sharper value narrative, or evidence that the growth story is repeatable.
The banker should inherit evidence, not cleanup
Exit preparation works best before a process starts. We build the proof behind the operating story: finance hygiene, founder extraction, contract cleanup, data-room quality, and the buyer objections that need answers before market launch.
- Successful PE exit
- 22% EBITDA margins maintained through growth
- 4x annual revenue growth
What the work produces
Exit readiness roadmap
Data-room issue list
Buyer objection handling and value narrative
Articles that support this service
The 2026 Project Margin Benchmarks for Consulting Engagements
Discover the 2026 project margin benchmarks for consulting firms. Learn why blending strategy and implementation margins is destroying your EBITDA and valuation.
Read →Quality of Earnings Report Cost: $25k to $150k Benchmarks by Deal Size
An operator's guide to 2026 Quality of Earnings (QoE) report costs. Discover $25k-$150k pricing benchmarks by deal size and why sell-side diligence protects enterprise value.
Read →Realization Rate Benchmarks: Why Your 'Invoiced vs. Delivered' Gap Is Killing Your EBITDA
Diagnostic guide for PE sponsors and founders on realization rate benchmarks. Discover why 11% of billable hours are written down and how to bridge the gap between delivered and invoiced time.
Read →Three-Statement Model Assumptions: The PE Diligence Sensitivity Playbook
Discover the exact three-statement model sensitivity ranges Private Equity buyers apply during financial due diligence to test your growth, COGS, and working capital.
Read →Why 85% Utilization Is a Valuation Trap: 2026 Professional Services Benchmarks by Role
Pushing professional services utilization above 85% destroys EBITDA. Justin Leader breaks down 2026 bench utilization benchmarks by role to protect your valuation.
Read →13-Week Cash Flow Forecasting: The 18.4% Variance Trap and How to Build a 95% Confidence Model
Discover why traditional 13-week cash flow forecasts miss reality by 18.4%, and learn how to build a 95% confidence rolling model for your PE portfolio company.
Read →The Gross Margin Reality Check: PLG, Hybrid, and Sales-Led Unit Economics
Discover why hybrid and PLG sales motions are dragging down B2B SaaS gross margins, and how to re-architect your COGS to protect your 2026 exit valuation.
Read →The 'Whale' Tax: Why Customer Concentration Kills Exit Multiples (And How to Fix It)
Discover the 2026 benchmarks for acceptable top-10 customer ARR concentration by growth stage, and learn how to prevent the 20% valuation haircut in PE due diligence.
Read →Sales Productivity Per Rep: ARR-per-AE Benchmarks 2026
Discover why the $1M ARR per AE quota is bankrupting SaaS companies in 2026, and learn the new unit economics benchmarks private equity buyers actually trust.
Read →When this service is the right operating path
A board-level decision guide for choosing asset deal, stock deal, or hybrid structure in technology middle-market acquisitions.
A decision guide for choosing transaction advisory, investment banking, or integrated sell-side readiness support before a technology middle-market M&A process.
Checklists and scorecards for this service line
Common questions
Do you replace an investment bank?
No. We prepare the company before and alongside the process. The banker owns market execution; we make the operating story, data room, and diligence evidence stronger.
When should exit preparation begin?
Ideally 12-18 months before a process. That gives enough time to fix founder dependency, finance hygiene, customer concentration, IP documentation, and technical debt.