Without hiring a CFO, raising capital, or losing control. The same operating playbook that's distributed $350M+ to founders and exited 9 service companies at premium valuations.
Download the full library now. Apply it to your business today. The same playbook used inside companies that have raised institutional capital, distributed $350M+ in shareholder wealth, and exited at premium valuations.
A short walkthrough of the exact playbook used to take founder-led service businesses from operator-dependent to institutionally attractive.
The exact 4-phase framework that's taken founder-led service companies from startup to 9-figure valuations. The strategies, metrics, and milestones institutional investors look for in acquisition targets.
The 12 KPIs that determine whether you sell for 2x revenue or 8x. Industry benchmarks, calculation methods, and the specific operational improvements that can double your valuation.
Before you sell, find out if your business will pass institutional due diligence. The 47 critical factors sophisticated buyers examine. Identify your weak spots before they cost you millions.
A step-by-step playbook for positioning your business for maximum exit value. Strategic partnerships, acquisition discussions, timeline templates, negotiation frameworks, and the legal structures that protect founders.
A working session reviewing your business against the institutional-grade framework. We identify your biggest growth bottlenecks and map a custom 90-day action plan. Not a generic consultation.
Strategic CFO & Operating Partner · 20+ years
Executive Chairman · 45+ years
Jose delivered complete operational transformation in just 90 days. His institutional-level reporting systems reduced our monthly close by ten days and increased our leadership team's operational visibility. We identified pricing increases and operational efficiencies resulting in $40k of monthly EBITDA. We maintained 100% business continuity during implementation and stabilised our monthly cashflow needs. The metrics infrastructure he built is exactly what we needed.
Increase your valuation, cashflow, and profitability in the next 12 months. The same playbook used to take founder-led service companies from operator-dependent to institutionally attractive.