Get your company ready.
Tell us what you want for the company, and when. Before anything goes to market, the first conversation covers who would buy or fund it and what to fix first.
What the exit roadmap contains
If you advise or represent companies, join as a partner.
What the first conversation covers
Who would buy or fund the company
The buyers, lenders, and investors active in companies like yours, from their own published criteria and recent deals.
What each one checks first
Earnings and how clean the books are, how concentrated the customers are, what the contracts say, who holds the relationships, and how much of the work software does.
What to fix first
The gaps the likeliest buyer or lender would mark down, in the order they would cost you.
What changes if you keep it
Where automating the work would lower what each contract costs to deliver, and what that is worth to you before any buyer sees it.
Where it can lead
Some buyers want a company that software already runs. Others want to buy it as it runs today and make that change themselves. Lenders read the cash flow and the contracts, and sometimes the records are worth more on their own than the company is on earnings.
Exit roadmap
2–4 weeks, fixed fee
The buyers and lenders who fit, what each will check, what is missing, and a 90-day plan, with a re-check at day 90. What the roadmap contains
AI transformation
Assessment, then a build
The processes software could take over, ranked by what each does for your margin, then built into the live work. How the work runs
A loan
Origination fee
The lenders who fund companies like yours, and what each reads before it lends. See who lends
Your records
Free check
Whether your operating records qualify for data buyers, and what to check in an offer before anyone sees them. Check your records
Useful to have for the first conversation
- Last year’s revenue and earnings, and this year’s so far
- The share of revenue that comes from your largest customers
- How your contracts bill: per user, per month, per project, or by the hour
- Who holds the relationships with your largest customers
- Any offer or approach you have had