Know Where You Stand
Complimentary diagnostics for business owners and founders looking to build value and get investment ready.
For Lower Middle Market Owners
Available for businesses with $5M or more in annual revenue.
Value Gap Assessment
A 20-question diagnostic that scores your business across five dimensions and identifies the gaps a buyer will find before you do.
Valuation Analysis
A brief confidential intake that generates a preliminary valuation range for your business based on current market conditions.
Investor Discovery
A complimentary 30-minute call identifying investors most likely interested in your business — and how we get you in front of them.
Exit Process Consultation
A private 60-minute session walking through the full M&A process — timelines, workstreams, pitfalls, and how to position for the best outcome.
For Early-Stage Founders
Fundraising Readiness Assessment
A 20-question diagnostic that scores your business across five dimensions and identifies the gaps that could impact your capital raise.
Fundraising Process Consultation
A private 60-minute session covering what investors evaluate and how to show up prepared for your raise.