For owners planning an exit

Make it run without you.
Then sell or hand off on your terms.

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.

Succession · PlanningProcess · DocumentedData · Diligence-ready
PEOPLE VALUE
Sound familiar?

Everything still runs through you. That’s the ceiling.

Buyers and successors pay for a business that works without its owner. These are the signs it doesn’t yet.

You are the system

Key decisions, passwords and vendor relationships live in your head.

Processes nobody wrote down

The work gets done because the same few people know how.

Numbers that need explaining

Reports get rebuilt by hand before every bank, board or buyer meeting.

No clear next leader

There’s no plan for who decides when you step back.

What we do

Get ready before anyone looks.

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.

Succession

Succession + exit planning

Decide who leads next and what has to transfer, then build the plan to get there.

People

Leadership development

Grow the leaders who will run the company after you.

Structure

Organizational development

Clear roles and decision rights, so the business doesn’t depend on one person.

Operations

Documented, automated processes

Write down how the work gets done and automate the handoffs.

Data

Diligence-ready data

One trusted set of numbers, with the structure behind it documented.

Planning

A technology roadmap

A 12, 24 or 36-month plan a buyer or successor can pick up and follow.

Beyond the numbers

Value a buyer can see without taking your word for it.

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.

Risk

Technology debt, named and sized

Old systems, workarounds and unsupported tools listed with a cost and a plan, so they read as a known item instead of a surprise.

Margin

Overhead you have already cut

Unused licenses, overlapping vendors and manual work removed, with the savings shown in your own reports.

Continuity

Systems documented for handoff

Who owns each system, how it connects, where the data lives, and how to run it without you.

Reporting

Numbers ready on request

Dashboards and reports a buyer or lender can read on their own, pulled from one trusted source.

Data

Clean, connected records

Customer, financial and operating data that ties out across systems, without a weekend of cleanup first.

People

Knowledge out of one head

The know-how that lives with you or one key employee, written down and handed to the people who will need it.

prpl Codex

Your business, written down for the next owner.

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 review
From services to subscriptions

Change what the buyer is paying for, not just what they pay.

A 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.

01

Find the repeatable work

We map which services clients buy again and again, and which could be delivered through software, data or a managed service.

02

Plan the revenue model

Packaging, pricing and a subscription or managed-service model, with a revenue plan and the milestones a buyer will look for.

03

Build the technology

Portals, apps, automations and dashboards that deliver the service, built and supported by our team.

04

Prove it in the numbers

Recurring revenue, renewals and margin reported cleanly, so the shift shows up in diligence.

ProjectRecurring

Revenue that renews each month instead of starting over with every engagement.

CustomProductized

Services packaged so they are sold, priced and delivered the same way every time.

PeoplePlatform

Delivery supported by software, so more clients don’t require the same jump in headcount.

Owner-soldSystem-sold

Clients find, buy and renew through a process that doesn’t depend on you.

What makes us different

Exit readiness, grounded in organizational development.

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.

Read the culture

We learn who really decides, who holds key knowledge, and where the business still depends on you.

Design the handoff

Roles, processes and systems are rebuilt around the next leader, not the current one.

Lead the change

We coach you and your team through the transition, so the business keeps its people and its customers.

FounderSuccessor

Keep what made the company work while handing over how it works.

SpeedDiligence

Fix what a buyer would flag first, and put the rest on the plan.

Short TermLong Term

Get ready for the next conversation without cutting corners that cost value later.

CultureContinuity

Keep the people and habits that make the business worth owning.

Free Roadmap Review

Planning an exit? Start with what a buyer would see.

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.

How we start

From first call to a clean handoff.

01

Review

A free Roadmap Review names your exit ceiling and what a buyer would flag first.

02

Plan

We set the timeline, the successor plan and the work, in order of value.

03

Prepare

Processes, data and leaders get ready, with a dashboard that tracks progress.

04

Hand off

We stay with you and your successor through the transition.

Trusted partners

Organizations that already trust us.

Twelve TalentsExteriors by Window MakeoverProficienceeTEAMSENDThe Warren GroupStonecroftEssence GroupValley Professional Community Health Center
Questions

Questions owners ask before an exit.

When should we start planning an exit?

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.

Is this only for selling the business?

No. The same work prepares a business for a sale, a family succession or a handoff to your leadership team. See succession planning.

Do you value or broker the sale?

No. We are not brokers, bankers or attorneys. We get the people, processes, systems and data ready, and work alongside the advisors you choose.

What does a buyer look at in our technology and data?

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.

What is the prpl Codex?

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.

Can you help us move to a subscription model?

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.

How do we get started?

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.

Your next chapter

Let’s build a business that runs without you.

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
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