WORKSTREAM 01
Commercial Process
Pipeline hygiene, win-rate analysis, pricing discipline, customer concentration mitigation, contract structure.
Service / 02
Value creation advisory for founders preparing for their next chapter.
Operational and financial discipline for the businesses approaching exit, transition, or institutional capital. We embed for 12–36 months and treat the engagement like our own equity is on the line — because in many cases, it is.
Who it's for
Founders 12–36 months from exit who want to leave more on the table.
Most owners we meet have built a strong business — and a set of habits, structures, and reporting that won't survive diligence. The gap between what a buyer sees and what the founder knows about their company is almost always wide, and almost always recoverable.
Value creation advisory is how we close that gap. Real EBITDA growth. Cleaner financials. A management team that doesn't depend on the founder for every decision. We don't theorize — we work shoulder-to-shoulder with your team for as long as the engagement requires.
What We Work On
Five workstreams, prioritized to your situation.
WORKSTREAM 02
Finance Maturity
Monthly close, KPI dashboard, working-capital management, three-statement model, audit-readiness.
WORKSTREAM 03
Leadership Build
Org-design diagnostic, hiring of finance and ops leaders, owner-dependency reduction, succession planning.
WORKSTREAM 04
EBITDA Growth
Service-line expansion, geographic expansion, pricing initiatives, route optimization, vendor consolidation.
WORKSTREAM 05
Exit Readiness
Quality-of-earnings prep, normalization adjustments, customer reference programs, pre-LOI buyer mapping.
— OUTCOME —
Engagements typically deliver 30–60% EBITDA growth pre-sale.
Selected representative outcome from our advisory engagements. Past performance does not guarantee future results.
Engagement Model
Three structures, picked to fit the situation.
Every engagement has a defined scope and timeline — but the structure flexes to match what the business actually needs.
MODEL A
Retainer Advisory
Monthly fee. Two-day-a-week embedded support across the workstreams above. Best for founders who want disciplined help without giving up equity.
MODEL B
Success-Fee Advisory
Reduced retainer plus a success fee tied to a defined outcome (sale closing, EBITDA target hit). Best when goals are objectively measurable.
MODEL C
Equity Co-Invest
We take a minority equity position alongside the advisory engagement. Most aligned structure — and most patient. Best when the founder wants a long-term partner.
In Their Words
"By the time we went to market, the buyers were trying to convince us — not the other way around. The eighteen months we spent before launch was the highest-return work we did all year."
Founder of a Greater Toronto Area mechanical services business
Thinking about a sale in 12–36 months?
The right time to start preparing is roughly twice as far out as most founders think. Let's talk about what that looks like for you.
Book a 30-min Intro