Pre-Sale Profit & Operations Review. An evidence-based look at margin leakage, owner dependence and operating risks before a business changes hands. Surface the questions a buyer will ask while the seller still has time to address them, and give the seller a prioritized plan for a practical handoff.
Pricing exceptions, unbilled freight and critical work held by one person can become difficult questions during diligence. We examine agreed records and workflows, document what the evidence supports, and identify what needs clarification or specialist review.
Scope, records and limits are confirmed in writing before any work begins.
Use a defined period of invoice, freight and credit records to examine agreed pricing exceptions, freight recovery and recurring adjustment patterns. Findings show the source records, calculation, assumptions and suggested corrective action. Rebate and special-pricing claim gaps are noted where records show them; recovery work is scoped separately.
Review owner and key-person dependencies, customer and supplier concentration, and receivables-aging warning signs where supporting records are available. Identify missing evidence, role ownership and questions to resolve before handoff.
Identify selected bottlenecks, repeated manual work and opportunities to make processes more transferable. Estimated hours and operating capacity are presented separately from margin dollars.
Share the industry, approximate size, location count and sale timeline. Start with a nonconfidential summary.
Confirm the questions, usable records, fixed fee, delivery date, recipients and NDA and data-handling terms.
Receive documented findings, unresolved questions and practical next steps, then walk through the report together.
Electrical, HVAC/plumbing, MRO and related supply businesses are the starting point. Adjacent businesses are considered according to operating fit and available records. Typically owner-operated businesses with roughly $2M or more in annual revenue.
Additional locations, complex records and implementation are scoped separately. Fees are never tied to whether a deal closes.
The same full scope, evidence standards and report described above, in exchange for written permission to publish an anonymized case study. Findings and figures are reported as the records show them. Standard pricing applies after these two engagements.
A separately scoped Knowledge Vault can capture operating routines, relationship context and the seller's decision rules in editable, searchable materials. A chat interface is optional. After the review, a separately scoped implementation project can address one agreed priority. Neither is required.
No. The review complements financial and legal diligence. It does not provide a quality-of-earnings opinion, valuation, tax advice, add-back acceptance, legal opinion or physical inventory count.
A seller can engage us for readiness work through a broker introduction. Buyer-side reviews are separately engaged and scoped.
Report recipients and permitted sharing are agreed in the engagement.
Only where the records support it. Missing evidence, projected improvements and capacity estimates are labeled.
Start with a brief, nonconfidential conversation about fit, timing and the questions the seller needs answered.
Discuss a listing