You built it. You run it. And right now, most of it lives in your head. Find out what that costs you.
See how exit-ready my business is →Most owners don't find out what's holding their business back until they're already trying to leave.
Start the check →Four areas decide the size of the check you walk away with when you sell, hand off, or step back.
It isn't only about you. If the knowledge lives in your head, or in the two or three people who've been there forever, that's key-person risk. A buyer is inheriting the risk of replacing them. The work is turning individual knowledge into institutional knowledge.
Buyers need documented workflows, clear decision rights, and people who can run the work without you standing over them. If it's all in your head, it isn't transferable.
Two things move this. Customer concentration: if one client is a big share of revenue, losing them guts the business. And recurring revenue: contracts, retainers, and repeat customers are worth far more than one-time jobs, because a buyer can count on them continuing.
If a buyer can't clearly see what the business earns and spends, they slow down, get suspicious, or walk. Clean books are the price of being taken seriously.
Baby boomers own millions of the small businesses in this country. Over the next decade, most of them will try to sell, hand off, or close. Economists call it the silver tsunami, the largest transfer of business ownership we have ever seen.
Most of those businesses are not ready to sell. And a whole industry has noticed. Courses and "buy a retiring owner's business" trainings are everywhere now, and plenty of them are built to buy low from people who never got prepared.
I want you on the other side of that table. Prepared, holding the leverage, with a business that makes it through due diligence and out the other side, at a price that reflects what you actually built.
The gap is yours to close, and so is the upside. Here are three ways to take the next step toward a business that's built to transfer, one that can run, sell, and hand off without you.
The complete Exit-Readiness Assessment. 25 questions, scored out of 100, with every risk broken down and what to fix first.
Take the full assessmentI assess the operational, financial, revenue, and dependency risks in detail and tell you exactly what's hurting your number.
Book a diagnosticMy team and I reduce owner dependency, document what only you know, and build the systems your business needs to run without you.
Book a call
My grandfather ran a dump truck company in Houston for decades. Everything he knew lived in his head. When he was gone, the business couldn't run without him. It died with him.
I'm a CPA and former auditor turned business owner turned fractional COO. I've sat where you're sitting, and I've spent years getting what's in owners' heads out into systems the business can actually run on.
I'm not a broker. I'm not here to sell your business. I'm here because I know how hard we work, and we deserve to build something that outlasts us.