We start with who will buy or fund the company.
Buyers and lenders now price a company on how much of the work software does, what its contracts look like, and what its data is worth. So we start with the one who fits, and work back to what the company needs to become.
Why now covers what is changing in the market.
The path we take a company through
Every stage is set by the buyer or lender who fits. The company keeps what each stage produces, and decides at each gate whether to go on.
- 01
First look
Free
See who’s looking for companies like yours, and what they check first. Then tell us about the company.
Why
An owner should see who is looking before paying anyone.
- 02
Exit roadmap
2–4 weeks plus a re-check at day 90, fixed fee
We map who would buy or fund the company, what each will check, and what is missing, then write a 90-day plan. At day 90 we run the same check against the same buyers and lenders. You keep the roadmap whether or not you continue.
Why
Each buyer and lender checks different things, so the plan is built for the one that fits. The re-check at day 90 shows what the plan has changed.
- 03
Carry out the plan
Monthly retainer
We fix what buyers or lenders would mark down: revenue, operations, data, and financing. Our team and partners do the work.
Why
The fixes worth making are the ones the right buyer or lender would otherwise mark down.
- 04
The deal
Success or origination fee
An independent banker from our network runs the process. Securities work goes through a registered broker-dealer.
Why
The company arrives with its gaps closed, so diligence confirms what the buyer already expects.
- 05
After the close
Priced per deal
Credit after a sale, the next acquisition, the next recap.
Why
A company that closed with us already has the map for its next move.
How we are paid
The first engagement is a fixed fee, and it can continue as a monthly retainer. After that we earn when the work pays: a share of success fees where the rules allow, origination fees on loans, and referral fees on specialist work such as data valuation.
We find the right buyer or lender and make the introduction.