We partner with small businesses to drive growth, reduce founder dependency, and maximize value at exit

Sell Smart. Leave a Legacy.

Selling your business requires putting your best foot forward — we can help with that. When the time comes to sell your business, you shouldn’t have to convince a buyer of the value you have built. Whether you're planning to exit in a few months or a few years, the right preparation today can lead to a better sale, a smoother handoff, and a stronger legacy.

We help business owners in the DFW area stand out to serious buyers.

As a former investment banker and Fortune 500 business consultant — and now active buyers ourselves — we know exactly what buyers are looking for. We help you anticipate the tough questions, shore up weak spots, and present your business in the best possible light.

What We Offer

We work alongside brokers, investment banks, and business owners to provide objective deliverables and real market feedback. Our work is on a flat-fee basis with no surprises.

Our Offerings

We deliver a package tailored to your specific business’ needs

Our Services

  • Financial Services

    A full review of your finances, outlining places where buyers will likely have questions and highlighting areas of improvement

    Where are buyers going to be most concerned and how do we mitigate those risks?

    An overhead view of a person in a dark suit with a white shirt using a black pen to point at a line graph on a newspaper. The workspace includes a laptop, a tablet, a coffee cup, a calendar, and a planner on a wooden desk.

  • Operations Consulting

    A comprehensive analysis of day-to-day operations and company data to provide recommendations for growth

    What quick adjustments can we make to improve existing operations and where can we grow to maximize our valuation?

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  • Holistic Selling Preparation

    A market-readiness review of your operations data to maximize your valuation.

    Where are our biggest financial & operational risks that we need to address before going to market?

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Financial
Services

Fractional CFO

Comprehensive finance, accounting, and budgeting across your business.

Investor-Ready Financial Models

Clear historical and projected financial performance to inform your daily business decisions

Customer and Vendor Data File

Comprehensive deep-dive into the core of your business in an easily digestible, single file

Independent Valuation

Unbiased, third-party opinion on the value of your business based on what competitors, private equity, or individuals would likely pay

Operations Consulting

Growth & Profitability Plan

Actionable strategies to boost performance and make your business more attractive to buyers

Operations Improvement

An outline of existing operating procedures and ways to improve operations

Website Optimization

Recommended strategies to improve website conversion, SEO, and SEM

Social Media Strategy

Defined customer segments, engagement goals, and roadmap to improve social media impact

General Manager Installation

Transition plan to go from a founder-led business to a robust, organizationally mature entity

Holistic Selling
Preparation

Financial & Operations Consulting

Full weight of our team’s expertise to accomplish one goal: maximize the value of your company

Complete Investor Package

Investor-grade business overview deck, outlining growth opportunities, competitive differentiators, financial model, customer and vendor data file, and more

Pre-Sell Checklist

A list of the most likely concerns buyers will bring up and recommended ways to address them before going to market

Post Acquisition Transition Plan

A blueprint for a smooth ownership handoff, created to ensure success for your employees and ease potential buyer concerns

If you're thinking about selling — even if it's years away — now is the time to prepare. Let's make sure your business is ready

Why Work With Us?

Maximize your valuation
We help you uncover hidden value, improve margins, and highlight metrics that matter to buyers.

Save time and avoid costly surprises
An estimated 50% of all acquisitions fall apart during diligence. We identify red flags and operational gaps before they become deal-breakers.


Set your team up for success
With a clear transition plan, you can walk away with confidence — knowing your team and business are set up for success.

Real buyers, real feedback
We have reviewed thousands of businesses as potential buyers and can leverage our insights to the benefit of your company.

Meet the Team

Alli Miller

A young woman with long blonde hair, blue eyes, and a bright smile, wearing a black blazer and a blue top, standing outdoors with green trees in the background.

The Operations Gal

Alli has spent her career managing high-performing teams for Fortunue 500 companies, doing everything from AI strategy to program scaling. With her engineering background, she has a passion for process improvement and change management.

Alli has walked numerous teams through hard transitions and knows it can be an uphill battle. She has been a trusted partner in helping teams define and reach their goals.

See Alli’s LinkedIn here.

Jacob Miller

A smiling man in a dark suit jacket and light checkered shirt standing outdoors in an urban setting with buildings in the background.

The Numbers Guy

Jacob has spent his career helping companies solve complex, CFO-level initiatives. As a result of his work, companies across industries have realized greater value at exit than otherwise possible.

Jacob’s comprehensive finance and accouting expertise have given him a unique perspective on how to optimize a company’s profitability for the longterm. He has been a trusted partner in helping drive sales, cut costs, and maximize shareholder value

See Jacob’s LinkedIn here.