Late Stage Enhance & Exit ™

Exiting within the next 24 months?

If you’re inside a two-year window, the goal is not “exit planning.”
The goal is deal readiness - fewer surprises, fewer discounts, and a cleaner path through diligence.

This is a finite, deep-dive engagement designed to get you to a specific point:
a buyer-lens readiness picture + a prioritized action plan + an organized handoff for execution.
For owners who can’t afford to guess the way buyers and lenders will see it:

• price reductions (“retrades”)

• tougher deal terms (escrows, earnouts, holdbacks)

• delays and deal fatigue

• failed diligence
  
  

Investment: $24,000 for a deep Valuation Diagnostic and Maintenance Manuel of how to Enhance before your Exit.

What you get

1) On-site buyer-lens assessment (financial + operational)
We come to the business and evaluate what buyers and lenders actually underwrite - not just what shows up in the financials. This includes company-specific risk drivers like owner dependence, concentration risk, operational fragility, reporting credibility, leadership depth, and system maturity.

2) Exit option clarity for your timeline
We pressure-test realistic paths (sale, recap, internal succession, partial liquidity) against your goals, timing, and constraints - so you’re not pursuing the wrong kind of deal.

3) Readiness scorecard (what’s ready / what’s risky / what’s missing)
You get a plain-language view of the risks that most often trigger price retrades, tougher terms, and delays.

4) A focused action plan with sequencing
Not a binder. A prioritized plan with real steps - what to fix first, second, third - because late-stage work is won or lost on sequencing.

5) Advisor alignment + clean handoff
We don’t stay on as ongoing project management for $24,000.
We do make sure your CPA, attorney, banker, broker/intermediary, and key internal leaders are aligned on:

• what’s being fixed

• why it matters to buyers

• what evidence/documentation will be needed
  Then we hand off a clear package so execution doesn’t drift.

What this engagement is (and isn’t)

It is: a readiness sprint to get you prepared and pointed at the highest-leverage fixes.
It isn’t: ongoing coordination, indefinite consulting, or long-term implementation management.

If you want implementation support after this, we can discuss a separate scope.

Who this is for

This is for owners who are:

• within 6–24 months of a transaction or transition

• serious about protecting value and terms

• willing to make decisive changes quickly

If you’re 3+ years out, you’ll usually get more leverage from Sell-ability Readiness (VOP-based) because you have time to redesign the business and capture more upside.

Methods and credentials

This work is informed by CVGA®, CBEC®, and CEPA® methodologies - but the deliverable is practical: clarity, risk reduction, and a plan that survives the real world.

Next step

Book a short fit call. If you’re inside 24 months, we’ll confirm timeline, deal context, and the fastest path to readiness.