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Build a Business That’s Ready

Succession & Growth Readiness

Whether you plan to grow, step back, or sell down the road, we help you strengthen valuation, leadership depth, and operational maturity—so you have real options.

Why This Matters

Great businesses aren’t just profitable—they’re transferable and scalable. Buyers, lenders, and future leaders all look for the same signals: dependable earnings, repeatable operations, and a team that can run the machine.

What We Do

Diagnose

We assess readiness across leadership, operations, financial discipline, and commercial robustness. You’ll see where your multiple is held back—and where you can create the most value.

Implement

We shore up the essentials: decision rights, meeting cadence, simple controls, customer concentration risk, and growth pathways that don’t depend on one person.

Measure

We establish a concise “readiness scorecard” so you can track momentum toward your target outcome—be that growth capital, a partial transition, or a future sale.

What you get

Results

  • Higher quality of earnings and less key-person risk

  • Clear leadership structure and succession bench

  • A credible, board-ready growth story with supporting numbers

Insights

  • Readiness Report: practical assessment of strengths, gaps, and valuation drivers

  • Leadership & Org Plan: decision rights, accountability chart, and meeting rhythm

  • Scale-Up Playbook: prioritized growth moves and the operating disciplines to support them

  • Owner’s Options Brief: pathways (hold, hire a president/GM, partial transition, eventual sale) with pros/cons and milestones

Common scenarios we help with

  • Owner wants to step back without losing momentum

  • Business needs a credible plan to secure financing or investors

  • Preparing for a future exit and a better multiple, on your timeline