Whether you plan to sell, pass the business to family or hand it to your leadership team, buyers and successors look at the same things: who makes the decisions, how the work gets done, and whether the numbers hold up. We help you get those ready before anyone looks.
Buyers and successors pay for a business that works without its owner. These are the signs it doesn’t yet.
Key decisions, passwords and vendor relationships live in your head.
The work gets done because the same few people know how.
Reports get rebuilt by hand before every bank, board or buyer meeting.
There’s no plan for who decides when you step back.
We work through the same areas a buyer, a lender or your successor will examine, and fix what would lower the value or slow the handoff.
Decide who leads next and what has to transfer, then build the plan to get there.
Clear roles and decision rights, so the business doesn’t depend on one person.
Write down how the work gets done and automate the handoffs.
Revenue and profit set the price range. The non-monetary side of a valuation decides where you land in it: data a buyer can check, reports that don’t need you in the room to explain them, and systems someone else can run. When that information is ready before anyone asks, diligence moves faster and there is less reason to discount.
Old systems, workarounds and unsupported tools listed with a cost and a plan, so they read as a known item instead of a surprise.
Unused licenses, overlapping vendors and manual work removed, with the savings shown in your own reports.
Who owns each system, how it connects, where the data lives, and how to run it without you.
Dashboards and reports a buyer or lender can read on their own, pulled from one trusted source.
Customer, financial and operating data that ties out across systems, without a weekend of cleanup first.
The know-how that lives with you or one key employee, written down and handed to the people who will need it.
The prpl Codex documents your systems, data, access, vendors, processes and key decisions in one handoff a buyer or successor can pick up on day one. We have been on both sides of these transactions many times, so we build it around the questions the other side will ask.
Ask about the prpl Codex in your reviewA traditional services business is usually valued on what its people can deliver. A business with technology-enabled services and subscription revenue is valued on what keeps coming in. Organizations bring us in to plan the revenue model and build the technology behind it, so the business you hand over is valued on recurring, technology-enabled revenue instead of a traditional services multiple.
We map which services clients buy again and again, and which could be delivered through software, data or a managed service.
Packaging, pricing and a subscription or managed-service model, with a revenue plan and the milestones a buyer will look for.
Portals, apps, automations and dashboards that deliver the service, built and supported by our team.
Recurring revenue, renewals and margin reported cleanly, so the shift shows up in diligence.
Revenue that renews each month instead of starting over with every engagement.
Services packaged so they are sold, priced and delivered the same way every time.
Delivery supported by software, so more clients don’t require the same jump in headcount.
Clients find, buy and renew through a process that doesn’t depend on you.
A clean handoff is a people problem before it is a paperwork problem. We map how decisions get made today, then build the structure, systems and leaders that let the company run without you.
We learn who really decides, who holds key knowledge, and where the business still depends on you.
Roles, processes and systems are rebuilt around the next leader, not the current one.
We coach you and your team through the transition, so the business keeps its people and its customers.
Keep what made the company work while handing over how it works.
Fix what a buyer would flag first, and put the rest on the plan.
Get ready for the next conversation without cutting corners that cost value later.
Keep the people and habits that make the business worth owning.
A free 45-minute review and a written summary in 3 business days: your exit ceiling named, a red, yellow or green read on people, strategy, systems and data, and three moves for the next 90 days.
A free Roadmap Review names your exit ceiling and what a buyer would flag first.
We set the timeline, the successor plan and the work, in order of value.
Processes, data and leaders get ready, with a dashboard that tracks progress.
We stay with you and your successor through the transition.
Earlier than most owners think. Two to three years gives you time to fix processes, data and leadership before anyone looks. On a shorter timeline, we start with what a buyer would flag first.
No. The same work prepares a business for a sale, a family succession or a handoff to your leadership team. See succession planning.
No. We are not brokers, bankers or attorneys. We get the people, processes, systems and data ready, and work alongside the advisors you choose.
Usually who owns the systems, how clean and connected the data is, what is written down, and how much depends on one or two people. See data + information architecture.
A written handoff of how your business runs: systems, data, access, vendors, processes and key decisions, organized for a buyer, a successor or your leadership team. We build it during your exit preparation so the transition does not depend on your memory. See the prpl Codex.
Yes. Organizations contract us for the technology buildout and the revenue planning behind it: which services become recurring, how they are packaged and priced, and the platform that delivers them. See how it works.
Request a free Roadmap Review. A real person from our team meets with you for 45 minutes and sends a written summary within 3 business days. Get a free Roadmap Review.
Tell us your timeline and what you’re planning. We’ll show you what a buyer or successor would see, and what to fix first.
Get a free Roadmap Review