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1:1 Services

Most exit advisors handle one part of the exit.

The finances. The transaction. The structural cleanup.

Dave is the only pre-sale exit strategist in this space who addresses all four
dimensions simultaneously: structural, organizational, financial, and personal.
The work that happens before the buyer ever shows up is where the exit value is made.

one-on-one services - exit strategy

The Buyer-Ready Architecture Engagement

The full engagement

For business owners with $2M to $10M in revenue planning to exit in the next 2 to 5 years. This is the complete 12 to 24 month strategic partnership that closes the Builder-Buyer Gap across all four dimensions: structural, organizational, financial, and personal.

What it includes:

  • The 8-metric Value Builders sellability assessment, run at intake and repeated
    every 6 months to track progress
  • Exit options mapping across all five pathways
  • Owner liberation, team development, and systems documentation
  • Financial cleanup and recurring revenue strategy
  • Personal readiness and financial walk-away analysis
  • Deal structure strategy and connection to transaction partners
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The Buyer Intelligence Session

The starting point

Not ready for the full engagement? Start here. In two focused sessions,
Dave runs your company through the complete 8-metric assessment,
shows you exactly where the Builder-Buyer Gap sits in your specific business,
and hands you a prioritized roadmap showing which gaps to close first
and what each one is worth in exit multiple terms.

The fee applies toward the full engagement if you decide to continue.

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The Exit Strategy Intensive

VIP day

A full-day or half-day engagement for owners at a critical decision point:
you have received a buyer offer, are being approached by an M&A firm,
have a key employee leaving, or have just realized how underprepared you are.

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What makes this different

Dave is not a broker. He is not a business coach with a generic framework.
He is a pre-sale exit strategist with 35 years of organizational leadership, certification in valuation
and acquisitions, and firsthand experience as a business co-owner.

He addresses all four dimensions of exit preparation simultaneously:
structural, organizational, financial, and personal. No other advisor in this space does all four.