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Frontier Desk
Get your company ready

Exit roadmap.

In two to four weeks we find the buyers and lenders who fit your company, list what each one will check, mark what is missing, and 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.

We run the exit roadmap with Open Equity, which does the same work for founder-owned technology companies in the UK, including MSPs, MSSPs, and GRC firms. About Open Equity

Get your company readySee who’s looking for companies like yours
  1. 01The buyers and lenders who fit, and what each one pays for
  2. 02What each one will check first
  3. 03What is missing today, in the order they would mark it down
  4. 04A 90-day plan: each fix, who does it, and the order
  5. 05A re-check at day 90 against the same buyers and lenders

What each buyer looks at

  • Private equity buying for cash flow

    Prices current earnings and marks down customer concentration, owner dependence, and books that need cleaning up.

  • AI-enabled roll-up

    Buys companies where people still do most of the work, and checks which work can move to software and what the contracts allow.

  • Lender

    Lends against receivables, contracts, and equipment, and checks that cash flow covers the payments.

  • Data buyer

    Values the company’s records when the company holds the rights to license or sell them.

What the plan covers depends on your timing

  • Selling within a year

    The plan fixes what the likely buyer would mark down.

  • Two or three years out

    The plan can include changing how the work gets done, for buyers who pay more for a company whose work software already does. AI transformation with forward-deployed engineers

  • A loan first

    The plan starts with what the lender reads: receivables, contracts, and equipment.

  • Records with value of their own

    We have the company’s records valued, and the plan says what selling or licensing them would mean for a sale. What to do with your records

How the work runs

  1. 01Weeks 1–4

    We talk about what you want for the company and when, and ask for the documents we need.

  2. 02

    We map the buyers and lenders who fit and what each one will check.

  3. 03

    We mark what is missing, in the order the likely buyer or lender would mark it down.

  4. 04

    We walk you through the plan and leave it with you.

  5. 05Day 90

    We run the same check again and show you what has changed and what is still missing. Then you decide whether to keep working with us, go to market, or stop.

A sample roadmap

A made-up company, to show what a roadmap contains.

The company

A managed IT services provider with a security operations service, about 140 staff, and $30M in revenue. Its customers are mid-sized firms on per-user agreements. The owner runs sales and wants to sell within two years.

Who fits

  1. A private-equity-backed MSP platform that buys regional providers to add to it
  2. An AI-enabled roll-up that buys providers whose service desk and alert review still run on people
  3. A lender offering a line against the managed services agreements before any sale

What each will check

  • The platform checks how revenue splits between managed services agreements, projects, and hardware and license resale, and checks customer concentration and contract terms.
  • The roll-up checks how much technician time goes to work software can take over, such as ticket triage, patching, and adding or removing users, and whether the agreements bill a fixed fee per user or device.
  • The lender checks churn on the managed services agreements and the cash flow behind them.

What is missing

  • About a third of revenue comes from projects and hardware and license resale.
  • One customer brings in about a sixth of revenue.
  • The owner holds the relationship with most of the largest customers.
  • About a quarter of customers are on month-to-month terms.
  • Tickets carry no consistent categories, so the company cannot show where technician time goes.
  • The company holds admin access to every customer’s systems and has no SOC 2 report on its own controls.

The 90-day plan

  • Weeks 1–4Written managed services agreements for the month-to-month customers, from a legal specialist, and monthly revenue reported by line (managed services, projects, resale), from a finance specialist.
  • Weeks 3–8A second person who owns the largest customer relationships, and a written sales process, from our team. A SOC 2 readiness review of the company’s own controls, from a compliance specialist.
  • Weeks 6–12Ticket categories fixed in the PSA, then triage, patching, and user changes moved onto software by an AI implementation partner, measured in technician hours per hundred users.
  • ThroughoutAn introduction to a lender for a line sized to the managed services agreements.

Day 90

At day 90 we run the same check against the same three buyers and the lender, and mark each gap closed or still open.

After the roadmap

If you want help carrying out the plan, our team and specialists do the work on a monthly retainer. When the company is ready, an independent banker from our network runs the process, and securities work goes through a registered broker-dealer. The path after the roadmap

Get your company readySee who’s looking for companies like yours
Get your company ready