Quick analysis
clarity in 48–72 hours
Readiness is not just about being prepared. It’s about being in control.
A 60–90 minute meeting with a senior advisor, followed by a clear verdict delivered in 48–72 hours. Are you ready to buy? Are you ready to sell? If so, what’s your real capacity? A ready buyer sees better deals and closes faster. A ready seller controls the process and protects the multiple. We assess both—and we’re honest about the answer.
What you get
in 48–72 hours
A clear readiness verdict—not a vague conversation summary. This is how we qualify whether a transaction is worth pursuing, and how you enter it in a position of strength.
READINESS
VERDICT
FINANCIAL
CAPACITY
If buying: what can you realistically afford—and does that make you a credible acquirer? If selling: what is the business worth, and what levers protect your multiple? The numbers that determine whether you lead the deal or follow it.
KEY RISKS &
BLIND SPOTS
The 3–5 critical issues that could block, delay, or devalue your transaction if left unaddressed. Better to know now than at the negotiating table.
RECOMMENDED
NEXT STEP
Based on your readiness: move to transaction, get a valuation, run a diagnostic, or optimize first. You’ll know exactly what makes sense, why, and when. No pressure—just the logical path forward.
FINANCING
LEADS
Where relevant, we identify financing opportunities and partner resources (BDC, IQ, EDC) that apply to your situation.
The process of a
quick analysis
Simple, fast, and structured. No overhead, no long engagement.
Collect
Before the meeting, we ask you to share a few key documents—recent financials, an org chart, any pressing questions. 15 minutes of your time.
Meet
A focused 60–90 minute conversation with a senior advisor. We listen, we ask the right questions, we identify what matters.
Receive
Within 48–72 hours, you receive a clear readiness verdict: where you stand, your financial capacity, the key risks, and a recommended next step. Concrete, honest, and yours to keep—regardless of what you decide.
Where it leads
your four pathways forward
The Quick Analysis is the gate. It determines whether you’re ready to move—and which path gives you the most control.
Diagnostic
If deeper analysis is needed, a full diagnostic provides comprehensive clarity—stakeholder alignment, risk mapping, and a prioritized action plan.
Valuation
When value needs to be established—for a transaction, negotiation, financing, or shareholder matter—a defensible valuation is the foundation.
Transaction
When the decision is clear—buy-side or sell-side—we structure and execute. A ready buyer inspires seller confidence and sees deals others don’t. A ready seller negotiates from strength, not urgency.
Optimization
When the business needs operational improvement, value creation, or exit preparation—over 12 to 36 months—we help you build toward the right moment.
Your next decision
is one conversation away
No commitment. No pressure. No transaction—yet. Just a focused conversation with a senior advisor who’s piloted hundreds of transactions. You’ll walk away knowing whether you’re ready to move—and if you are, you’ll move with us.