Education Course
The whole sale process, explained by someone who has sat on the buyer's side of the table. Start free, upgrade to the full curriculum when you are ready.
- +Free 7-lesson crash course
- +Full 13-module curriculum, $99
- +7 professional templates
- +Valuation, diligence, deal terms
Available at all times · no gate
On-Demand Consulting
Pick an advisor, pick a time, pay up front. Straight answers to the questions a course cannot answer for you.
- +30 minutes · $150
- +60 minutes · $250
- +Monday to Friday, 10am to 2pm AKT
- +Payment collected at booking
No discovery call required
Project-Based Consulting
CFO-level support before you go to market. Single deliverables scoped to one outcome, or an ongoing retainer across the full pre-transaction window.
- +Value creation sprint
- +Company valuation
- +Data room development
- +CIM and market materials
Scoped per engagement
Enterprise Solutions
For SBDCs, wealth management firms, and lenders. A software platform for the institutions that serve business owners, and advisors on retainer for your clients.
- +Co-branded platform deployment
- +Advisor retainer contracts
- +Client readiness visibility
- +Structured for your operations
Contact for pricing
Not sure which fits? A 30-minute session covers it.
In development
A secure self-serve exit preparation platform is in development.
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