The work

Engagement teardowns.

Anonymized. NDA-clean. The numbers and the inflection points, written for founders who can read between them.

01

Regulated healthcare

Size · $28M exitDuration · 14-month engagement

67% of earnout retained · founder reports personal deal closed

Multi-site clinical group. Strategic acquirer. Earnout structured against retention metrics the founder personally owned. We rehearsed every board call, every banker call, every diligence ambush, including the moment, nine months in, when the founder almost walked.

02

Trust-heavy professional services

Size · Mid-eight-figure exitDuration · 22-month engagement

Legacy partner agreement signed · founder kept the cottage

Founder-led firm, forty partners, one identity (the founder's). The buyer deal was clean. The personal deal, what to keep, what to release, what the next decade is for, took eighteen months of weekly working sessions. Both closed within thirty days of each other.

03

Specialty manufacturing

Size · Sub-$10M exitDuration · 9-month engagement

Sole-bidder negotiation reframed · founder set their own deadline

Inbound buyer, no banker, founder on the back foot. We installed a parallel process, surfaced two more conversations, and gave the founder back the right to say no. They didn't need to. The negotiation was different the moment they could.