Know Exactly What Your BusinessIs Worth to a Buyer
A focused, 2-hour strategic consultation followed by a 40-60 page Strategic Roadmap. We analyse your business through the lens of what buyers actually care about.
The 10X Value Guarantee
We are confident the Exit Value Growth Plan will uncover at least 10X its cost in potential value improvements. If you receive your roadmap and do not feel it was worth $999, email us within 30 days of delivery. Full refund. No questions asked. You keep the roadmap.
The Process That Makes $999 Possible
Book Your Consultation
Choose a time that works. You will receive a pre-work questionnaire to complete before our session. This takes 2-3 hours and ensures we make the most of our time together.
2-Hour Strategic Deep Dive
We walk through your business using the 5-dimension framework. This is where the real insight happens. We ask the questions buyers ask.
Receive Your Strategic Roadmap
Within 2 weeks, you receive your complete 40-60 page Strategic Roadmap. Scores across all 5 dimensions. 3 investment scenarios with ROI projections.
Decide Your Path
Take the roadmap and run with it. Work with your existing advisors. Or engage us for implementation support. There is no pressure either way.
So what does a $999 roadmap actually look like? Here is a walkthrough using a real engagement.
“Am I actually ready to sell?”
Most owners think about exit readiness as a yes-or-no question. Acquirers do not. They evaluate five dimensions simultaneously, and a critical weakness in one can cap your entire valuation regardless of how strong the others are.
We benchmark your scores against completed transactions in your industry and revenue bracket, so you see exactly where you stand relative to businesses that have actually sold.
For Meridian, the overall score looks moderate. But owner dependence at 3.8 triggers a hard cap that no amount of strength elsewhere can overcome.
Overall Exit Readiness
Moderate readiness. Two critical gaps will suppress valuation regardless of other strengths.
Knowing where you stand is step one. The real value is seeing what each weakness is actually costing you.
“What are my weaknesses actually costing me?”
Generic assessments list problems. We price them. Every gap comes with a dollar impact drawn from M&A advisory research and completed transaction data, not rules of thumb.
You will not just see “owner dependence is a risk.” You will see that it caps your multiple at 2.5x EBITDA and is costing you $495K-$792K in enterprise value right now.
For Meridian, we identified 18 gaps across all five dimensions. The two deal-killers shown here alone represent over $800K in suppressed value.
Single-Person Dependency (Switzerland Test Failure)
Robert Jennings is the sole estimator, primary client relationship holder, and emergency triage decision-maker. Of 14 staff, none can independently perform estimating or manage builder relationships.
Customer Concentration Risk
Three builder clients account for 58% of project revenue (Greystone 26%, PMR 18%, Harland 14%). The acquisition-ready benchmark is top-3 below 40%.
Once you see the cost, the question becomes: which problems should I fix, and will it actually be worth the investment?
“If I invest in fixing this, will it actually pay off?”
Every recommendation comes with a transparent, step-by-step ROI calculation. We do not just say “do this, it will help.” We show you exactly how we arrived at every number.
We use our proprietary CAVE framework (Context-Aware Value Estimation) which selects from four distinct valuation models depending on whether the improvement drives multiple expansion, time-to-value acceleration, real options value, or information gain.
Each calculation includes execution risk haircuts and conservative scenario discounts. ROI can be negative. We will tell you if a recommendation is not worth the investment.
Individual fixes are straightforward. The real complexity is seeing how problems interact and which fixes to prioritise.
“What risks am I not seeing?”
When multiple weaknesses interact, they create cascading risk that acquirers penalise disproportionately. Three medium problems that reinforce each other can destroy more value than one critical problem in isolation.
These compound patterns are invisible to most owners and are frequently the reason deals collapse during due diligence.
For Meridian, we detected a self-reinforcing cycle: owner dependence makes delegation impossible, which prevents a management layer from developing, which keeps everything dependent on the owner. Fixing just one node does not break the cycle.
Seeing the problems clearly is essential. But you need to know exactly which recommendations to pursue, how they interact with each other, and in what order.
How do we decide what to recommend?
This is where a generic assessment becomes something else entirely. We do not just list recommendations. We evaluate every possible combination across your gaps, model the cross-gap interactions, and optimise for maximum exit value within your budget and timeline constraints.
The matrix above shows which gaps each recommendation addresses. But knowing coverage is not enough. We need to find the combination that delivers the highest return for your specific budget and timeline.
We do not simply rank by ROI. We evaluate every possible combination to find the selection that maximises total value uplift within your budget and timeline constraints. Once we identify the optimal set, we sequence them based on real dependencies. The timeline below shows what this looks like for Meridian’s Growth Track.
We build three investment pathways from this analysis. Here is what they look like for Meridian.
“What should I actually do?”
We build three investment pathways from the analysis, each targeting a different budget and risk appetite. Deal-killers are prioritised regardless of ROI because leaving them unresolved caps your entire valuation.
- Core SOP documentation for estimating, scheduling, and QA
- Delegation authority framework with decision matrices
- Management reporting suite (monthly P&L, pipeline, capacity)
- Estimating apprentice program with structured mentoring
- Client diversification strategy targeting 3 new segments
- Operations Manager recruitment and onboarding
Robert wants to step back from day-to-day estimating within 18 months. The Essential Track would systematise processes and improve reporting, but it would not solve the fundamental problem: Robert is the business. The Growth Track is the minimum pathway that actually breaks owner dependence, lifts the Switzerland Test cap, and creates a business a buyer can run without him.
“How does my valuation actually change?”
We model three scenarios for every projection: conservative (60% achievement), expected (75%), and aggressive (100%). We always recommend decisions based on the conservative case.
The waterfall shows exactly where each increment of value comes from, so you can see which improvements drive the biggest uplift and where hard caps apply.
For Meridian, the Growth Track lifts the indicative value from $1.98M to $2.98M under conservative assumptions. Nearly a million dollars of additional enterprise value.
What You Are Getting for $999
Here is what these components would cost from a traditional exit advisory firm:
Why the Difference?
We have stripped away the overhead of traditional advisory. No marble lobbies. No endless meetings. No junior associates billing senior rates. Our proprietary analytical framework enables us to deliver the same depth of insight in a fraction of the time. You pay for insight, not firm ego.
Book Your Exit Value Growth Plan
Choose a time that works. You will get access to the pre-work questionnaire immediately after booking.
Booking is handled through our secure scheduling system
$999 · 2 weeks · 30-day guarantee
What to expect after you book
- You receive the pre-work questionnaire by email within 10 minutes. It takes 2-3 hours to complete at your own pace.
- Bring whatever financial records you have. Last 2-3 years of P&L, any existing valuations, customer revenue data if available. We work with what you have.
- Your session is a video call. No presentation needed. We guide the conversation.
Common Questions
Liam and his team personally conduct every consultation and produce every roadmap. Our proprietary analytical framework allows us to evaluate your business in the context of your specific objectives, industry, and exit timeline, which is the most critical part of the process and the core focus of the consultation itself. The framework is what enables us to deliver at this price point, but the strategic thinking and recommendations are grounded in direct engagement with you and your numbers.
Not at all. Every roadmap is built around the specifics of your business, your financials, your industry benchmarks, and your personal exit objectives. Liam or one of his team members will spend two hours in a focused strategic session with you, working through the five dimensions that buyers actually evaluate. The recommendations, ROI projections, and investment scenarios that come out of that session are tailored entirely to your situation. Two businesses in the same industry will receive very different roadmaps because the analysis is driven by what matters to your exit, not a template.
The 2-5 year window is actually the optimal time to do this work. The changes that most improve exit value, things like reducing owner dependence, diversifying revenue, or building a management layer, take time to compound. Owners who start early have significantly more bargaining power when they do go to market. Waiting until you are ready to sell is usually too late to make the kinds of improvements that shift your multiple.
Yes. The $999 flat fee covers the full consultation, the complete 40-60 page strategic roadmap, and all three investment scenarios with ROI modelling. There are no hidden costs and no upsells required. If you decide you want implementation support down the track, that is a separate conversation entirely, and the roadmap stands on its own regardless.
About 4-5 hours total. You will spend 2-3 hours completing the pre-work questionnaire at your own pace, and then we have the 2-hour strategic consultation together. After that, we do all the analysis and deliver your completed roadmap within two weeks.
We are complementary rather than competitive. Your CPA handles tax planning, your attorney handles legal structure, but neither of them typically focuses on the specific value drivers that buyers evaluate during acquisition. That is our lane. Most business owners have never had someone analyse their exit readiness through the lens of what actually moves the multiple, and the roadmap gives your existing advisors a clear framework to work from as well.
A valuation tells you what your business is worth today, which is useful but limited. The Exit Value Growth Plan goes further by showing you what your business could be worth and laying out the specific actions to close the gap. You receive three distinct investment scenarios, each with projected ROI, timelines, and dependencies mapped out. It is a strategic planning tool, not just a diagnostic snapshot.
That is entirely up to you. Many clients take the roadmap and implement the recommendations themselves or work through them with their existing advisors. Others choose to engage us for ongoing implementation support through the Strategic Exit Partnership. There is no obligation to continue, and the roadmap is designed to be actionable on its own.
If you receive your roadmap and do not feel it was worth $999, you can email us within 30 days of delivery for a full refund, no questions asked. You keep the roadmap regardless. The only exceptions are cancellations less than 72 hours before your session, or refund requests made after the consultation but before delivery of the roadmap.
Stop Guessing. Start Preparing.
You have built something valuable. The Exit Value Growth Plan shows you what buyers actually see, what is holding back your valuation, and exactly how to fix it.
Not ready to book? Try the free diagnostic first →