We work with founder‑led SMEs that are serious about preparing for and ultimately executing a sale within the next 6–36 months. Ideal fit:

• $2m–$50m revenue, with positive momentum (or clear path to it)

• Owner open to change, measurement, and accountability

• Clean(ish) books and willingness to improve governance

• Desire for a win‑win sale outcome for owners, team, clients and acquirer

We are especially strong with technical, project‑based and engineering‑adjacent firms (consultancies, services, contracting, design, asset/field services) where disciplined planning, delivery and integration matter.

If you want a quick flip with poor fundamentals, won’t share data, won’t change pricing/terms/process, or treat people as expendable in pursuit of valuation.

• A structured, engineered pathway to exit, built on six pillars: Readiness, Cashflow, High‑Performance Teams, Profit Growth, Culture, and Scale.

• Hands‑on leadership from advisors who have built, sold, and integrated businesses, not just coached from the sidelines.

• Straight talk, transparent progress metrics, and decisions grounded in numbers and risk.

To protect quality, we accept a limited number of exit client/projects at any time (typically 2–3 concurrent). New start windows open quarterly. When capacity is full, we operate a priority waitlist.

The work (how we engage)

We deploy a simple, staged model. Each stage is a gate.

Stage 0 — Expression of Interest (EOI)

Signal: Submit EOI with context (sector, size, timeframe, goals) and complete a short qualifier. We’ll share current capacity and next available start.

Stage 1 — Diagnostic & Blueprint (4–6 weeks)

Outcome: Evidence‑based Exit Blueprint covering valuation drivers, risks, target buyer profiles, and the 6 pillars improvement plan.
Investment: Fixed fee. Includes stakeholder interviews, data requests, and a working session.

Stage 2 — Build‑Up & Proof (3–9 months)

Outcome: Execute the plan: pricing/terms reset, cashflow architecture, operational improvements, leadership resilience, cultural foundations, and scalable revenue moves. We track leading indicators that make you demonstrably more valuable and easier to buy.
Investment: Monthly advisory + implementation support (retainer) with defined deliverables and KPIs.

Stage 3 — Deal Preparation (2–4 months)

Outcome: Go‑to‑market pack, buyer short‑list, readiness for diligence, and integration narrative. Decide sell window.
Investment: Fixed scope fee. Success component may apply.

Stage 4 — Market, Negotiate & Close (timing varies)

Outcome: Run or support the process (with your corporate adviser/broker/lawyer), protect value through diligence, and optimise structure and terms. Post‑sign, we support Day‑1 and early integration phase.
Investment: Success‑based component aligned to outcomes, plus advisory.

We prioritise founders who:

• Complete the EOI thoroughly and meet the fit criteria

• Attend a Strategy Call with decision‑makers present

• Provide Data promptly for the diagnostic (financials, pipeline, org, client mix)

• Commit to Cadence: a weekly/fortnightly decision rhythm and named internal lead

• Place a Holding Deposit to secure a start window when offered (credited to fees)

We don’t hard‑sell. We open capacity only when there’s sufficient “signal to capacity” to justify a window. If you’re early, join the waitlist; we’ll share prep work so you’re deal‑ready when timing suits.

To protect value for all parties, we ask for (and commit to) the following:

1) Owner commitment & access

• Founder/CEO participates in key workshops and cadence reviews

• Timely access to data and internal leaders for interviews and improvements

2) Commercial hygiene

• We implement shorter payment terms (i.e. 14 days) with deposits/milestones, and remove unprofitable scope (value before volume)

• Pricing and terms reset where needed: we publish your service terms and buyer expectations early to qualify demand and protect margins

3) Decision cadence

• Weekly/fortnightly steering with clear actions, owners, and deadlines

• We will pause or exit if cadence is routinely missed

4) Ethics & people

• No “slash and burn.” We engineer win‑win outcomes and protect culture and continuity wherever practical

5) Conflicts & confidentiality

• We disclose and manage potential conflicts. Mutual NDA as standard. Data handled with care and need‑to‑know access only

6) Fees & structure

• Stage 1 (Diagnostic & Blueprint): fixed fee, payable 50% start / 50% delivery

• Stage 2 (Build‑Up & Proof): monthly retainer with defined deliverables; cancel with 30‑day notice after initial 90 days

• Stage 3 (Deal Preparation in conjunction with Business Broker): fixed fee; option to credit portion against success if we run the process

• Stage 4 (Market & Close): success‑based component aligned to realised outcomes; structure agreed before launch

7) What we don’t do

• Free “spec work”, contingent‑only engagements without proper preparation, or assignments where we cannot influence key drivers of value

Owner commitments (what we ask of you)

• Clarity of goals: personal, financial, and legacy objectives

• Single source of truth: agree on KPIs and dashboards; measure weekly

• Change readiness: be prepared to adjust pricing, terms, structure, and roles

• Deal discipline: stay buyer‑ready even if timing shifts

Owner commitments (what we ask of you)

• Experience: hard‑won lessons from building, scaling, selling and integrating

• Pragmatism: simple, implementable moves before shiny distractions

• Cadence: we set, lead and maintain the heartbeat of the program

• Transparency: plain‑English reporting and clear decision points

• Current status: We open new start windows quarterly and take 2–3 client/projects at a time. If full, we’ll offer a place on the waitlist.

• Ready to signal?

  1. Submit the EOI (context, timeframe, goals)

  2. Join the Strategy Call with decision‑makers

  3. If invited, place a holding deposit to secure your start window (credited to Stage 1)

• Company: sector, locations, headcount, FY revenue/EBITDA (last 3 years)

• Clients: top 10 by revenue (%), concentration risks, contracts/tenure

• Pipeline: weighted opportunities next 12 months

• Operations: org chart, key roles, founder dependency

• Culture: values, retention, critical roles/risks

• Goals: preferred timing, buyer preferences, legacy objectives

IMPORTANTLY – if you don’t have ready access to 1 or more of these items, that’s what we can help build out, refine and improve during Stage 2. While more info at this stage is better, we recognise you are busy, and you don’t have what you don’t have – gaps can serve as prompts for the prep work while on the wait list.

Signal now!

If you’re 6–36 months from a sale, the best time to start was yesterday. The next best time is today.

Complete the EOI now!