Products

Benchmark Analysis & Baseline Valuation
$25,000.00

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 →

Operational Growth Retainer
$25,000.00

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)

Exit Readiness Retainer
$5,000.00

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

Sale Preparation & Deal Support
$0.00

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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