Exit Planning & Readiness
Increase value, reduce surprises, control your timeline.
Clean Financials & Add-backs
Normalize books and remove noise.
Recurring Revenue Quality
Improve retention and stability.
Customer Concentration
Mitigate single-customer risk.
Our KPI Lens: y = m·x + b
Margins & efficiency
Gross margin, contribution margin improvements.
Retention & churn
Cohorts, expansion, NRR story.
Capital efficiency
CAC payback, working capital.
Compliance & obligations
The “b” buyers evaluate.
90-Day Cleanup Plan
- Month 1: books cleanup, add-backs, KPI baseline
- Month 2: margin initiatives, contract review, pricing
- Month 3: reporting pack, buyer Q&A prep