Prepare-for-Sale Systems Overhaul

Turned an owner-dependent business into one that runs without its owner — so it was worth buying.

Budget: $650K Duration: 9 months Status: active
Owner-out
Daily operations
Shorter
Financial close cycle
Buyer-ready
Governance & documentation

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The problem

The owner wanted to sell within two years. The trouble: the business was the owner. Every key relationship, decision, and number lived in their head — which caps the price and scares buyers.

The approach

From business manager to business owner, then to a business that can change hands — documented, systematized, and legible to a buyer’s diligence.

  • Mapped the processes that only existed in the owner’s head
  • Stacked technology so the business runs without daily heroics
  • Tightened the financial close so the numbers tell a clean story
  • Built the governance a buyer’s diligence will look for

The outcome (in progress)

The owner is stepping out of daily operations, the close is faster and de-risked, and the business is being priced on its systems rather than its founder.

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