One read of your books, quantified across twelve financial levers. Every finding traces to a source document, not a conversation.
Findings are reported on two bases and never combined without saying so.
Cash
Recurring profit and released working capital. It reaches your bank account inside twelve months, and the recurring portion repeats every year after.
Enterprise value
The change in what your business would sell for. It’s real, but unrealized until you sell or recapitalize.
Increase the earnings produced by the revenue you already have.
1.
Compares contracted rates and scope against what you actually deliver, surfacing stale pricing and unbilled work.
2.
Breaks down margin by client and service line to find where work is being delivered at a loss without anyone noticing.
3.
Measures billable utilization against payroll and contractor spend to find capacity you’re already paying for.
4.
Reviews recurring vendor and software spend against what’s actually in use today.
Convert reported profit into cash and create room to grow.
5.
Examines contract terms and payment behavior by client to find where concentration or slow terms are limiting cash.
6.
Traces invoicing, collections, and payment timing to shorten the gap between doing the work and getting paid.
7.
Identifies where a single bottleneck — a person, an approval, a process — is capping how much revenue you can take on.
8.
Assesses whether your close, job costing, and management reporting are fast enough to catch problems before they compound.
Make the company more predictable, transferable, and valuable to a buyer.
9.
Builds a rolling cash forecast so borrowing and spending decisions are planned, not reactive.
10.
Flags concentration, unsigned contracts, and commingled expenses — the factors that make a buyer discount their offer.
11.
Evaluates how dependent the business is on you personally, and what it would take to run and sell it without you in every seat.
12.
Normalizes your earnings and applies a market-based multiple to estimate what the business is worth today — and what it could be worth.
01
Read-only access
We connect to your books, payroll, and contracts. No disruption to your team, no lengthy onboarding.
02
Lever-by-lever findings
Every one of the twelve levers gets a finding, the evidence behind it, and a recommended action — each traced to a source document.
03
A prioritized sequence
Findings are ordered by cash returned per hour of effort, so you know exactly what to do first.
04
Findings walkthrough
We walk through every finding together, answer questions, and agree on next steps.
See what’s inside your own numbers.
Nine business days on average from read-only access to a finished report, walked through together.
This is an advisory review, not an audit, review, or valuation prepared under AICPA or USPAP standards, and it is not tax advice.