Why It Matters
Buyers evaluate structure and revenue at the same time.
Most owners preparing to exit focus on the organization chart: who runs the company when they are not there, and whether the management team can hold it together. That is the right problem to solve, but it is not the only one.
Buyers look at two things at the same time, the structure and the revenue. The organization chart tells them whether the business can run without you, while the revenue tells them how much of a bet they are making when they write the check.
Heavy customer concentration invites a discount. Contracts that are not assignable can evaporate at close. Revenue that looks recurring but is not formally contracted reads as lower quality and gets priced accordingly. These are structural facts buyers find in due diligence and use to restructure the deal, and each one can be measured in your own numbers before a buyer ever sees them.
The Exit Revenue Audit finds the revenue risks first.
What Gets Measured
Four dimensions. Each scored independently.
Combined into one score, with the discount your revenue profile carries stated in turns of earnings before interest, taxes, depreciation and amortization.
Customer Concentration
Who your top customers are, what percentage of revenue they represent by year, whether that concentration is improving or worsening, and what a buyer would discount for it.
Revenue Quality
How your revenue breaks down by type: contracted recurring, uncontracted recurring, project-based, and one-time. Each type carries a different multiple. Identical earnings can receive dramatically different offers.
Contract Durability
Whether your top contracts survive a change of ownership. Assignability clauses, change-of-control provisions, renewal mechanisms. Most sellers do not know what their contracts say until a buyer's attorney surfaces it.
Revenue Trajectory
Three years of growth rate, new customer acquisition versus deepening of existing accounts, and whether the revenue base is diversifying or concentrating over time.
How It Works
Thirty days. Three sessions. One number.
A structured sequence from the documents you send to the findings you receive.
You send your revenue and contract records
You return the intake workbook with monthly revenue by customer for twelve months, your top ten customer contracts and your three year profit and loss statement. If a document is missing, you send what you have and note the gap.
Session 1: Kickoff
Your narrative before the analysis. The gap between what an owner believes about their revenue and what the data shows is often the most important finding.
Analysis: four dimensions scored
Each dimension is scored and combined into your Commercial Exit Score, with the discount your current revenue profile carries stated in turns.
Session 2: Data review
A working session to resolve gaps and ambiguities before findings are finalized. No score is shared yet.
Session 3: Findings delivery
We start with the discount in turns, then walk through every dimension and each risk by name, and finish with a priority action list that shows what to fix, in what order, and what each fix is worth at exit in turns.
What You Receive
Two deliverables. No ambiguity.
A one page scorecard that shows your score on all four dimensions and the discount your current revenue profile takes from your exit value, stated in turns.
Ten to fifteen pages that set out the evidence behind each finding, each risk by name and its effect on your valuation in turns, with a priority list of three to five actions ranked by impact and time to fix.
Who This Is For
A chief executive officer with 2 million to 10 million dollars in earnings before interest, taxes, depreciation and amortization, which is roughly 10 million to 60 million dollars in revenue, who intends to exit in the next three to five years and wants to know what a buyer's due diligence will find before it finds it.
Not for owners who want general advice on exit planning.
Not for businesses already in a mergers and acquisitions process six months from close.
This is for the chief executive officer who still has time to change the number.
Everything you send is confidential. Your financial information is not shared, distributed, or discussed with any third party. Submitting documents for the audit creates no further engagement, no additional fee, and no obligation.
Investment
One number that changes the number.
The full audit fee credits toward the Exit Ready Strategy three year build if you proceed within 90 days.