In pilot · Patent pending
What's strong. What puts value at risk. Where there's value still to capture. Across the whole business, not just the numbers.
Selling one day, leading change, or new in the role. Know it first, while it's still your decision.
Request a placeWhat an outsider would value most, and why.
What could cost you value, marked red or amber by how much it matters.
Where there's value you haven't yet taken.
Every point is traced to the document or answer behind it.
Who it's for
Now or later. Start a year or two ahead, and see your business the way a buyer will, before they do.
Transform as if you were selling. Put the effort where the value is.
Learn fast what's great, what's at risk and where the upside is. No blame attached.
One first page: enough to decide what to fund, what to accept, and what to ask the leadership team.
Why it matters
Of deals that fell apart after both sides had agreed terms, the share lost because the buyer's check of the profits didn't match the seller's figures. It doubled in two years.
Axial, Dead Deal Report 2025 · 75 failed deals
You're in control
Answer the questions yourself, or bring in your team when you're ready. A few people or many. Your call.
Questions only go to people you choose. Nobody else in your business is involved.
One question per email, ten at a time at most. Reply, attach anything useful, done.
That's a useful answer too.
Yours alone
Fix it, accept it, or go after it. No blame, and the report goes only where you send it.
The pilot
Works best a year or two before any sale. It doesn't need one.
What you share is used for your report alone. Never mixed with another client's. Never used to train AI. Deleted when you ask, with a signed receipt.
A snapshot of where your business stands. Not an audit or a valuation, and not legal, tax, accounting or corporate finance advice.
Request a place
Your name and email are enough. We'll be in touch.