What We Do

What we do.

Focused consulting for trade and local service business owners preparing to sell. No fluff, no giant strategy documents — just the work that actually moves buyers from interested to confident.

Our Services

Focused support where buyers look first.

A lean consulting model built around marketing, data, reporting, and exit preparation. No giant binders. No mystery strategy fog.

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Assessment

Sell-Ready Assessment

A practical review of your marketing, data, systems, and buyer-readiness gaps before you talk seriously with buyers.

We look at what buyers look at first — how your business appears from the outside, how clean your data is, how well your operation runs without you, and whether your growth story makes sense to someone who doesn’t know you.

You receive:

  • Buyer readiness scorecard
  • Gap analysis across 5 areas
  • Priority action list
  • 30-minute review call
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Marketing

Marketing Cleanup

Improve your website, local visibility, reviews, lead capture, and growth story so the business looks stronger from the outside.

Buyers will Google you. They’ll check your reviews, your website, and your local presence before ever having a serious conversation. We make sure what they find matches the value of the business you’ve built.

Includes:

  • Website audit and improvements
  • Google Business Profile optimization
  • Review strategy and cleanup
  • Lead capture and growth narrative
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Data

Data & Reporting

Organize customer, revenue, job, and lead-source data into cleaner dashboards and reports buyers can understand quickly.

The fastest way to lose value in a deal is to have messy data. Buyers can’t underwrite what they can’t understand. We organize the numbers so your business tells a coherent story on paper.

Includes:

  • Customer and job data cleanup
  • Revenue and lead source reporting
  • Dashboard creation and organization
  • Diligence-ready data packaging
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Exit Planning

Exit Prep Roadmap

A focused 30/60/90-day plan to reduce buyer friction, answer diligence questions, and strengthen your valuation story.

For owners who are 6–18 months out from a sale and want to make sure they’re doing the right things in the right order. No guesswork — just a clean plan built around what buyers actually care about.

Includes:

  • 30/60/90-day action roadmap
  • Diligence question preparation
  • Valuation narrative development
  • Buyer friction reduction checklist

Not sure where to start?

Start with the Sell-Ready Assessment and we’ll identify exactly which services will move the needle most for your business before buyer conversations begin.