Comprehensive hands-on consulting designed to prepare your business for sale or maximize enterprise value.

Full financial review:
Analyze P&L, balance sheet, and cash flow for the past 24 months.
Value maximization roadmap:
Detailed action plan tailored to your industry and exit timeline.
Owner/Manager Coaching:
Personalized training for leadership to improve profitability and business attractiveness.
Employee Development Workshops:
Sales techniques and operational training for key employees.
Operational Audit:
Identify and fix inefficiencies that reduce EBITDA or enterprise value.
Custom Financial Modeling:
Recast financials to align with buyer expectations (normalized earnings, add-backs, etc.).
Buyer Positioning Assistance:
Prepare marketing materials and executive summaries for prospective buyers.
Buyer Introductions:
Access to a curated network of potential qualified buyers.

Up to 16 consulting hours per month
Minimum 2 onsite visits per month
- Travel costs billed separately if outside New England.

Travel beyond 60 miles of Boston, MA will incur additional reasonable travel expenses.
All packages include basic email and phone support within reasonable business hours.
Additional hours outside included monthly hours billed at $500/hour (with prior written approval).

$9,000

Every Month

$2,900

Every Month