For Exit Planners

Your client's operating picture, tuned to their exit runway.

We conduct several structured interviews with the owner and the team. You get a sectioned report and pick which sections fit each engagement. Different runway means different mix.

Schedule a Fit See what the report can cover

Owner and floor lead reviewing operating materials together

Owner reviewing operating materials during a handover conversation

The gap you know

The picture in the owner's head isn't wrong. It's not written down.

Your client can walk through the business in an hour and it makes complete sense. Two months later, when a buyer's team asks the same questions, it stops making sense. The parts that live in judgment, exceptions, and unwritten cadence don't survive the retelling.

A series of structured interviews puts what the owner knows into a report. Your client can work from it now and hand it to a buyer when the time comes.

How the sections adapt

Same engagement. Different sections depending on where your client sits.

A client three years from market wants different work than one heading to market next quarter. You pick which sections. The engagement produces what you pick.

36 mo 24 mo 12 mo 6 mo Market

Build value Prepare for handover

Long runway ~24-36 months out

Emphasis: build value

Focus on the sections that compound over time. Use the operating picture as base-layer for the improvement work.

Operating picture — base layer
Concentration & risk — base layer
Value levers
Transition readiness — later
AI-enabled value acceleration

Short runway ~6-12 months out

Emphasis: prepare for handover

Focus on what the buyer will need to see and what the seller needs to hand over. Value-lever work moves to next-owner territory.

Operating picture
Concentration & risk
Value levers — later, for the buyer
Transition readiness
AI-enabled — later, for the buyer

What the report can cover

Five section categories. You pick what fits each engagement.

Operating picture

How the business actually operates today.

Origin story and current trajectory
Standard operating procedures, with flow diagrams
Calendar and cadence
Tribal knowledge and unwritten rules

Concentration & risk

Where the business is fragile, dependent, or exposed.

Owner-dependency audit
Key employee inventory
Customer map and revenue concentration
Vendor map and switching risk
Operational risk register
Transition risk brief

Value levers

Where future transferable value can grow.

Revenue stickiness
Growth story and untapped paths
Competitive landscape and positioning
Intangible assets

Transition readiness

Preparing the business and owner for handover.

First 90 days for the new owner
Buyer pre-mortem: anticipated diligence questions with draft answers

AI-enabled value acceleration

Where AI reduces owner dependence and accelerates value.

AI-readiness assessment
AI quick-wins roadmap
AI strategic roadmap
Agent-eligible task inventory
Decision-rule extraction

Sample output from a demo engagement

Three sample items across three of the section categories. Real client materials stay private.

End-to-end: from owner interview to the finished report

Before the interview

Research builds a plain-English view of how the business operates.

The profile surfaces signals that shape the interview plan.

Shop floor used to show where workflow research starts

Operating profile loaded Precision Metal Works · custom metal fabrication · 14 employees · CNC plasma table

Founder-led shop serving repeat hydraulic and equipment customers Final inspection depends on Dave and Sarah's quality judgment Release-to-ship criteria are rigorous but mostly informal

Interview Guide Precision Metal Works

Owner + key employee interview

Customer concentrationWalk me through Midwest Hydraulic. Who owns the relationship today?

Quality controlWalk me through what happens before finished work leaves the building.

Inspection sign-offWho decides whether junior welds are ready to ship?

People coverageWhich decisions slow down when Dave is away?

Interview scene showing employees explaining how work gets done

Interview in progress People explaining how the business actually runs

Interviewer What has to happen before a completed job leaves the building?

Dave Sarah or I pull the customer drawing and check the critical dimensions. We do not let bad work ship.

Sarah If Carlos or Marcus welded it, Dave or I look it over before it goes out. That's just how we protect the reputation.

Shop floor scene used to review interview notes and workflow evidence

Interview notes loaded Interview recording converted into clear working notes

Dave Sarah or I pull the customer drawing and check the critical dimensions. We do not let bad work ship.

Sarah If Carlos or Marcus welded it, Dave or I look it over before it goes out. That's how we protect the reputation.

Quality gate Sign-off owner Inspection criteria Written steps Finding

Shop floor scene showing final materials being built from interview notes

Building the report Interview notes converted into sections your client can use

SOP drafted for final inspection before shipping Work map for quality checks, sign-off, and release to ship Opportunity surfaced from informal inspection criteria

Detailed SOP for final inspection before shipping

Matching flow diagram for final inspection gate

Improvement opportunity for inspection criteria and sign-off evidence

Owner reviewing final workflow materials and findings

Final report delivered The sections you selected, ready for the next conversation with your client

SOP: Final Inspection Before Shipping Work map: final inspection gate Opportunity: inspection criteria and sign-off evidence

Precision Metal Works is a sample company built for this demo. Real client materials stay private.

How we fit into your engagement

You lead the exit-planning work. We produce the operating report.

You own the client relationship and the section-selection decisions. We produce what you pick.
Timing sits between your initial diagnostic and the market conversation, sized to your client's runway.
Sections can be added or removed based on where your client is in the journey.
Materials can be co-branded under your firm.
Any follow-on work routes through you.
We don't contact your client's team without your introduction.

Confidentiality

How we handle what your client tells us.

Pre-sale work is sensitive. Interview material stays private and can be handled under your firm's existing confidentiality process or ours.

Real client materials stay private. Public samples use a demo company.
NDA available on request, or your existing agreement works.
Interview notes and drafts stay in an isolated engagement environment.
Nothing is published, referenced, or shared without written approval.

Schedule a Fit.

A 30-minute conversation about a specific client and where they sit in the exit journey. Fixed-fee engagement, scoped on the call.

Schedule a Fit