Get the books into shape
Organize financial records, clarify owner-related expenses, and identify gaps so buyers can follow the business’s financial story.
Organized financials + a clear gap list
ReadySale / Small-business exit preparation
You built it.
Make it ready
for what’s next.
Retiring without a successor doesn’t have to mean closing the doors. We turn your books, daily operations, and know-how into a buyer-ready business package.
Built for owner-run businesses with under roughly $3M in revenue.
The goal
A business someone can understand. And run without you.
Our commitment
Straight talk. Real preparation.
Founder-led perspectiveBuilt on firsthand experience selling a company, not just a checklist.
Clear scope, flat feeAgree on the work and fee before preparation begins.
No sale promisesBetter preparation, without guaranteed prices, buyers, or financing.
From owner-run to exit-ready
Make the value
easier to see.
You know what makes your business work. A buyer needs to see it in the numbers, the systems, and a credible handover plan.
Not too small to prepare.
For businesses that don’t fit a traditional broker’s model, preparation can be the missing first step.
Get the business out of your head
Document everyday workflows, key relationships, and recurring responsibilities. Build a practical plan to reduce reliance on you.
Operations playbook + handover priorities
Put the buyer-ready story together
Bring the numbers, operating documents, and transition plan into one organized package that helps a buyer ask better questions.
Buyer-ready package + transition outline
Connect with the next owner
Help connect the prepared business with individual buyers, including those exploring SBA-backed acquisitions. Loan approval and sale terms remain subject to lender and buyer review.
Buyer introductions + an informed next step
Scope & investment
One clear scope. One agreed fee.
Preparation needs vary. We review where you are today, then confirm deliverables and a flat-fee proposal before you commit.
Your next chapter starts with a plan
Before you close the doors, explore another way forward.
Tell us what you’ve built, when you’d like to step back, and what’s standing in the way. We’ll talk through whether exit preparation is the right next move.
Let’s talk about your business