Legacy MattersBook a private conversation

The method

Six phases. One score. No surprises.

Every engagement follows the same path, from a free Assessment to the handover. The only thing that changes is how much of the work we carry.

How it works

From first call to close, and past it.

  1. 00Free

    Assessment

    A 41-factor score of where your business stands and what a buyer would find today.

    You leave withYour Readiness Score, in writing

  2. 01Exit preparation

    Foundation

    A real management team, alignment, a meeting rhythm, and reporting you can trust.

    You leave withA leadership team that runs the week

  3. 02Exit preparation

    Performance

    The value work. How much runs through you, customer concentration, margins, depth.

    You leave withA business that needs you less

  4. 03Exit preparation

    Packaging

    Clean financials, the data room, the equity story, and your personal and tax readiness.

    You leave withA data room and an equity story

  5. 04The sale

    Sale Process

    We run the full process to close, with deal partners brought in at each stage.

    You leave withCompeting offers, then a signed deal

  6. 05After

    Transition

    We stay through the handover so your team and your customers land well.

    You leave withA handover your people can trust

Inside the sale process

  1. 1Preparation1 week
  2. 2Buyer outreach4 to 6 weeks
  3. 3Indications of interest1 to 2 weeks
  4. 4Management meetings2 to 3 weeks
  5. 5Letter of intent2 to 3 weeks
  6. 6Due diligence to close8 to 12 weeks

The Readiness Score

A buyer will score your business whether you do or not. We’d rather you see the score first.

The Legacy Exit Preparation Framework measures a business across 8 pillars and 41 factors. The average of the 8 pillars is your Legacy Readiness Score. We re-score it every quarter, so progress is a number you watch move instead of a feeling.

Example scorecard
  • Financial PerformanceQuality of earnings, reporting, margins
    0%
  • Owner DependenceHow much still runs through you
    0%
  • Customer and RevenueConcentration, recurring revenue, contracts
    0%
  • Growth EngineSales beyond you, pipeline, growth story
    0%
  • Operations and SystemsRhythm, KPIs, supplier risk
    0%
  • Legal and CorporateStructure, share records, litigation
    0%
  • People and CultureDepth, retention, role clarity
    0%
  • Personal ReadinessYour number, life after, family alignment
    0%
Readiness Score today0%

Illustrative example. Not a client.

The Hard Deck

Some problems can’t be averaged away.

Deal Breakers49%the most your whole score can reach
  • 1Earnings a buyer can’t defend
  • 2Shareholders who aren’t aligned
  • 3Exposure no one can price
Red Flags40the most that pillar can reach
  • Customer concentration
  • A single point of supply
  • A key person
  • No life after
  • A price out of reach

Want to know your score? The Assessment is free.

Book a private conversation

The Flight Path

Seven stages. Each one earned.

The score places your business on a seven-stage Flight Path. A stage is earned by hitting milestones, not just points.

Press a stage to see it from a buyer’s side.

1 of 7
GroundedFlight PlanClimbCruiseApproachLandingLegacy
What a buyer sees

Grounded. A capable owner, and a company that would struggle for a month without them.

To move up

Your business is scored, your target date and your number are set, and the plan is signed.

The working rhythm

A steady cadence, not a scramble.

  1. Every week1 hourStrategy call with you.
  2. Every monthReviewReadiness check and the next priority.
  3. Every quarterValuationUpdated score, value, and M&A market read.
  4. Every weekday12 hoursThe longest you will wait for an email reply.

Every engagement includes

  • The Exit Readiness AssessmentYour 41-factor score and what a buyer would find today. Free, before you commit.
  • The Change RoadmapYour gaps ranked by impact and effort, with ongoing support to execute it.
  • Deal partners at every stageLawyers, accountants, and lenders when they’re needed.
  • The full sale processRun by us, when you and the business are ready.

Timing

How long it takes.

Usually one to three years, depending on where you start and what you want. The Assessment tells you which, in writing, before you commit to anything.

  • You have a strong teamAbout 12 months
  • The business partly depends on youAbout 24 months
  • You are the businessAbout 36 months
A buyer is already at the door?

We can still help. The work is narrower and the choices are harder, but a prepared negotiation is always better than an unprepared one.

Next step

Find out where you sit on the Flight Path.

Start with a thirty-minute conversation. If there’s a fit, your Exit Readiness Assessment follows, free.

Book a private conversation

Not ready to talk?

The Pre-Flight Kit: the frameworks and checklists we use with clients, sent to your inbox.

Get the Pre-Flight Kit