C‑LevelADVISING
← ALL WORK
EXIT READINESS

Building an exit-ready business

An owner planning to sell within two years had a healthy business but operations and data that wouldn’t survive diligence.

Role
Fractional COO
Sector
Healthcare services
Engagement
14 months
Focus
Exit · data integrity
THE SITUATION
⚠ Numbers wouldn’t survive diligence
⚠ Owner-dependent operations
⚠ No clean, defensible reporting

The shift, in numbers

OUTCOME
Clean
Diligence-ready financials
−1 owner
Operations de-risked
+ value
Stronger multiple at exit

What we did

01

Cleaned the data

Finance-grade integrity buyers could trust.

02

De-risked operations

Removed owner dependence from key processes.

03

Built the story

Reporting that defends the valuation.

04

Prepped the room

Ready for diligence before it started.

“
When the buyers dug in, everything held up. That’s exactly what we’d built for.
OWNER · HEALTHCARE SERVICES
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