Services

Every engagement is scoped to your deal, your timeline, and your decision. Below are our core advisory offers.

Deal Screen

Ideal For

Buyers evaluating a specific acquisition target — typically pre-LOI or early in the process — who want a structured, independent read before committing resources to full diligence.

What You Get

A written triage memo with a go / no-go / conditional recommendation
Identification of material risks, thesis alignment issues, and information gaps
Attorney questions and a seller request list to accelerate your next steps
A realistic timeline assessment and summary of additional diligence required if you proceed

What Makes It Different

Decision-ready recommendation in 72 hours — not a data dump
Designed to save you from spending $30K+ in premature legal and accounting fees
Structured for repeatability — useful whether you review two deals a year or twenty

Boundaries

This is A rapid, structured evaluation of a specific target based on available information

This is not A full due-diligence engagement, a valuation, or legal/tax advice

This is not Deal sourcing, outreach, or negotiation support

Timeline

72 hours from receipt of documents and payment.

Pricing

From $2,500

(flat fee, confirmed at intake)

What Fees Depend On

Volume and quality of information provided
Deal complexity (industry, structure, asset type)
Timeline and urgency

Pay & Start

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Verified Target Shortlist

Ideal For

Active buyers with defined acquisition criteria — revenue range, geography, industry, owner profile — who know what they want but have not yet identified their target.

What You Get

15+ scored, off-market acquisition targets built to your exact criteria
A fit score for each target based on your stated parameters
An approach angle for each company — how to initiate the conversation
A written report delivered as a permanent reference document

What Makes It Different

Scored and vetted to your exact criteria — not a generic broker list
Includes approach angles so you know how to get in the door
Off-market focus — companies that are not publicly listed for sale

Boundaries

This is A curated, scored target list built to your acquisition criteria

This is not Ongoing deal sourcing, broker introductions, or outreach execution

This is not A deal evaluation (see Deal Screen for that)

Timeline

Typically 5–10 business days, depending on criteria complexity.

Pricing

From $2,500

(flat fee, confirmed at intake)

What Fees Depend On

Specificity and breadth of target criteria
Geography and industry concentration
Number of targets and depth of scoring required

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Founder Debrief

Ideal For

Buyers who are post-LOI and want to capture the selling founder's institutional knowledge — vendor relationships, customer nuances, operational shortcuts, key contacts — before it walks out the door at close.

What You Get

A structured knowledge-capture session with the selling founder
A same-day written record of everything discussed
Documentation of vendor relationships, customer dynamics, and operational know-how
A permanent reference for onboarding and transition planning

What Makes It Different

Captures the knowledge that no data room contains and no CIM describes
Same-day written delivery — not a recording you never watch
Designed to save weeks of post-close confusion and re-discovery

Boundaries

This is A structured knowledge-capture session that produces a written record

This is not Ongoing consulting, integration planning, or transition management

This is not A substitute for operational diligence (see Diligence Sprint)

Timeline

Single session with same-day written delivery.

Pricing

From $1,500

(flat fee)

What Fees Depend On

Complexity of the business and breadth of topics covered
Number of participants and session length
Depth of written documentation required

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Diligence Sprint

Ideal For

Buyers who have signed or are about to sign an LOI and need a comprehensive, time-bound operational assessment that produces decision-ready findings — not a compliance checklist.

What You Get

A decision-ready risk and opportunity brief covering operational, financial, and organizational dimensions
A 100-day post-close operating plan with specific priorities and sequencing
Go / no-go / conditional recommendation with supporting evidence
Coordination support across your legal, accounting, and specialty advisors (as applicable)
Summary memo suitable for lender, investor, or board presentation

What Makes It Different

Organized around your acquisition thesis — not a generic checklist
Findings are structured for action: what to renegotiate, what to plan for, what to monitor
You receive a permanent institutional-quality record, not a pile of notes

Boundaries

This is A structured, advisory-led operational assessment scoped to your deal

This is not A replacement for legal counsel, audited financials, or regulatory compliance review

This is not Post-close integration execution (see 90-Day Value-Creation Blueprint or Operating Cadence Retainer)

Timeline

Typically 10 business days, depending on deal complexity and data-room readiness.

Pricing

By scope

(confirmed after a short scoping call)

What Fees Depend On

Deal complexity and number of assessment workstreams
Target's readiness (data-room quality, management availability)
Stakeholder involvement and reporting requirements

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90-Day Value-Creation Blueprint

Ideal For

Buyers who have closed (or are about to close) an acquisition and need a prioritized, execution-ready plan for the first 90 days of ownership — bridging diligence findings to day-one action.

What You Get

A prioritized 90-day value-creation plan organized by workstream
Identification of quick wins, foundational initiatives, and longer-horizon opportunities
Specific milestones, accountability assignments, and priority sequencing
Stakeholder communication and change-management guidance
Executive summary suitable for board, lender, or investor reporting

What Makes It Different

Built from your actual deal — not a generic integration playbook
Bridges the gap between diligence findings and day-one execution
Designed to be handed directly to your operating team with clear owners, priorities, and timelines

Boundaries

This is A strategic planning engagement that produces a concrete, executable plan

This is not Ongoing execution support or an embedded operating role (see Operating Cadence Retainer)

This is not Legal restructuring, HR policy drafting, or IT systems migration

Timeline

Scoped during the Diligence Sprint; delivered at the closing window.

Pricing

By scope

(confirmed after a short scoping call)

What Fees Depend On

Complexity of the acquired business and number of workstreams
Availability of post-close data and management access
Support level and stakeholder involvement

Book an Appointment

Operating Cadence Retainer

Ideal For

Buyers and operators who want ongoing, structured advisory support after close — typically in the first 6–18 months of ownership — to maintain execution discipline and adapt the value-creation plan as conditions evolve.

What You Get

Recurring strategy and performance review sessions (cadence defined at engagement start)
Ongoing refinement and re-prioritization of value-creation initiatives
Operational readiness checks and implementation oversight
Ad hoc advisory on emerging issues (e.g., leadership changes, vendor renegotiation, growth decisions)
Periodic executive summary updates for stakeholders

What Makes It Different

You get a structured operating rhythm, not occasional check-ins
Advisory adapts as your priorities shift — no rigid scope that becomes irrelevant by month two
Designed for operators who want accountability and a thinking partner, not a passive consultant

Boundaries

This is Ongoing strategic and operational advisory delivered on a retained basis

This is not An outsourced management role — you and your team make the decisions and execute

This is not Hands-on implementation (e.g., running payroll, managing vendors, writing code)

Timeline

Minimum 3-month commitment; most engagements run 6–12 months.

Pricing

By scope

(confirmed after a short scoping call)

What Fees Depend On

Cadence and depth of recurring sessions
Number of active workstreams and complexity of the business
Level of ad hoc advisory required between sessions

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AI Enablement Sprint

Ideal For

Buyers who have completed a Diligence Sprint or 90-Day Blueprint and have a live operational workflow worth automating — and an owner or team ready to actually adopt it, not just buy software.

What You Get

Identification of the 1–2 highest-value workflows to automate
Human-in-the-loop AI/agent assist design with appropriate guardrails
Agent and prompt playbook your team keeps and uses
Adoption KPIs and a 30/60/90 adoption plan
A short upskilling and prompt-literacy session for the owner and team

What Makes It Different

Adoption-first — the thing that makes the plan stick, not another software demo
Human-in-the-loop by design — AI accelerates your team, it does not replace them
Built on your actual operating system, not a generic AI template

Boundaries

This is A scoped AI enablement engagement that delivers working automations with adoption support

This is not A software implementation or SaaS deployment

This is not Available before an operating-system baseline is established (Sprint or Blueprint first)

Timeline

Typically 2–3 weeks from engagement start.

Pricing

By scope

(confirmed after a short scoping call)

What Fees Depend On

Complexity of the target workflow
Team size and adoption readiness
Depth of prompt engineering and guardrail design required

Book an Appointment

What Fees Depend On

Across all engagements, pricing reflects:

Deal complexity and information readiness
Timeline and urgency
Support level and stakeholder involvement

We do not charge transaction-based fees, success fees, or commissions. All engagements are fee-for-service.

Ready to Talk?

15 minutes to confirm fit and define next steps.

Book an Appointment