Products
Current‑state diligence across financials, operations, and GTM to identify sale‑readiness gaps and quantify valuation baselines.
➤ Deliverables:
Baseline EBITDA & valuation range, buyer‑risk map, and prioritized action plan (90‑day & 6‑month sprints)
KPI dashboard blueprint and data/controls checklist
➤ Investment: $25-40K
The Atlas Project →
Hands‑on support (virtual/on‑site) across GTM functions—pipeline, pricing, packaging, retention, and strategic partnerships. Interim leadership available as part of scope.
➤ Deliverables:
GTM experiments roadmap, enablement, and weekly execution stand-ups
Hands-on support in marketing, biz dev, sales, customer success & strategy
Pipeline metrics dashboards and reporting tuned for buyer narratives
➤ Investment: Start at $25K/mo (individually scoped per client)
Monthly operating cadence review to hold the plan on track: financial review, risk remediation, KPI governance, and board‑style reporting.
➤ Deliverables:
Monthly operator report (EBITDA bridge, risks, wins, next‑step commitments)
Owner dependency reduction plan; governance and role clarity
➤ Investment: $5-25K/mo
Buy‑side appeal packaging and introductions; support through diligence to close. Fee: 5% of transaction value or 10% of valuation uplift from the established baseline (select structure at engagement).
➤ Deliverables:
Confidential Information Memo (CIM) / buyer deck, data room readiness, diligence Q&A, business KPIs, & GTM metrics
Coordination with legal/tax; negotiation support alongside your banker or ours
➤ Investment: Start at 1% of sales transaction (individually scoped per client)
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
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