VALUE & EXIT·Part of the fractional CFO scope

Value, exit and succession

Owners find out what drives value eighteen months too late, in diligence. The business is profitable but structurally unsellable: the customer concentration is too high, the margins depend on relationships that leave with the founder, the numbers have never been audited, and every significant decision runs through one person.

How we run it
01 / 05

Each stage sits below the one before it.

None of that is fixable in the six months before a sale. All of it is fixable in three years.

01THE ACQUIRER’S VIEW

We assess the business the way an acquirer will, and quantify the gap: what it is worth now, what it would be worth with these specific things fixed, and how long each takes. Customer concentration, recurring versus repeat revenue, margin durability, key-person dependency, quality of the financial record.

02THE VALUE GAP, WORKED

Then we work the list in order of value per month of effort. And we address the dependency problem directly, including the finance function itself — a business where the CFO is irreplaceable has a discount attached to it, which is exactly why our own handover is documented from day one.

What changes
02 / 05

What you can do afterwards that you cannot do now.

01

Know what your business is worth to a buyer rather than to you.

02

Decide whether to sell now or in three years with an actual number attached to the difference.

Who holds the seat
03 / 05

Your CFO does not do this alone.

WHO YOUR CFO DRAWS ON
Valuation and exit specialists for the buyer's view of your business
Brought in for this, at no change to the fee.

With a named controller alongside them, a named backup on every seat, and the specialist bench behind both — all inside one fixed monthly fee.

Who arrives with this
04 / 05

The situations that route here.

“Someone wants to buy us”
What happens next

Tell us what your month looks like. We will tell you whether this is the first thing to fix.

One hour on your business, with the CFO who would hold the seat rather than a salesperson. Nothing to prepare and nothing to sign. A written note back within two working days saying what we heard and what we would look at first.

THE HOURWhat the business does, how the cash moves through it, and what would have to be different in a year.
THE NOTEWhat we heard and what we would look at first, in writing, within two working days.
THE PODThe CFO and controller who would hold your seats, each with a named backup behind them.
THE STANDARDClose by the seventh working day, pack on the eighth, and a published response standard in between.
ONE HOUR · NO CHARGE · A WRITTEN NOTE BACK WITHIN TWO WORKING DAYS