“Owners arrive at the most important financial event of their lives underprepared, and the deal pays for it.”
K. Tuiofu · Anchorage, AK
The framework
Three plans converge on a maximum-value exit.
Every successful business transition sits at the intersection of three independently managed plans. Miss one, and value leaks at the door.
Personal Plan
Identity, purpose, and the second act.
Business Financial Plan
Margin, recurring revenue, transferable systems.
Personal Financial Plan
The number that funds independence, net of tax.
Fig · 01 / Owner’s plan components
Engagements
Two ways to structure the work.
Choose the engagement that fits where you are. Both cover the work that has to happen before you sit down with M&A advisors.
Retainer
Ongoing partnership
CFO-level support across the full pre-transaction window. Best when your exit horizon is 12 months to 5 years out.
- +Leadership exit training
- +Data room development
- +Buyer positioning and narrative
- +FP&A and operations
- +Advisor matching
Monthly · 5-hour minimum
Project
Scoped engagement
A single deliverable, scoped to one outcome. Best when you have a specific need or a defined window.
- +Value creation sprint
- +Company valuation
- +CIM and market materials
- +Confidential buyer outreach
- +Transaction management
Scoped per engagement
Not sure which fits? The discovery call covers it.
What working together does
The gap between prepared and not.
Value swing
15–35%
Typical pre-transaction value movement when EBITDA, narrative, and data room are addressed early.
Lead time
12–60mo
The window we work in. The earlier we start, the more you control before any buyer sees the file.
Deals broken
~50%
Of small business sales fall apart in due diligence. Preparation surfaces those issues before they become buyer advantages.
Roles covered
3 in 1
Buy side, operations, and sell side experience in one consulting relationship. No translation between camps.
Fig · 02 / Value over time
Maximize exit value
Close valuation gaps before a buyer ever sees your numbers. Most owners leave money on the table because the story is unclear, not because the business is weak.
Prepare years in advance
Whether your exit is 12 months or 5 years away, preparation starts now. We build the financial foundation and position you for serious buyers.
Arrive at the table ready
You should never be educating your advisors about your own business. Your first broker conversation should be strategy, not introductions.
Reduce transaction risk
Deals collapse in due diligence for reasons that could have been fixed earlier. We surface and resolve those issues before they become buyer advantages.
Ready to talk
If you are serious about your exit, let us talk.
No application form. Book a 30-minute discovery call and we will take it from there.
Book a discovery callService area
Exit preparation for Alaska businesses statewide.
Based in Anchorage and serving business owners across Alaska preparing for sale or transition. Engagements can be structured in person, remotely, or a combination.