"The deals that fall apart at LOI usually had warning signs at first contact. Readiness prep surfaces them early."Aligned Profit · Transaction Readiness
When a founder says yes — your execution team receives a prepared handoff, not a blank start. Financial package, document organization, normalization flags, and a readiness summary.
Founder-led businesses in the LMM rarely have the institutional documentation that sophisticated buyers expect. When your execution team receives an interested target with no financial package, no organized data room, and unclear add-backs — the process stalls, momentum dies, and deals fall apart.
For every opportunity where a founder has expressed serious interest, we deliver a readiness package before your execution team invests meaningful time. The goal is a clean handoff — not a discovery process that could have been done upfront.
This is available as part of the Core Retainer for pipeline opportunities, or as a standalone Readiness Pack ($1,000/opportunity) for targets you've already identified.
Owner responds positively to outreach. Engagement notes recorded and escalated.
Financial request list sent to founder. Document organization begun. Timeline established.
Obvious add-backs identified. Missing items flagged. Financial package organized for review.
Executive memo summarizing fit, financial overview, normalization notes, and next steps.
Execution team moves forward with reduced fallout risk and compressed diligence timeline.
Standardized document checklist tailored to deal stage and sector. Sent directly to the founder with clear instructions — reducing back-and-forth.
Baseline data room structure and document categorization. Received materials organized so your execution team can navigate immediately.
Obvious add-backs and normalization items flagged early — before the execution team invests time. Reduces re-trade risk at later stages.
Executive memo covering opportunity fit, financial overview, normalization highlights, and recommended next steps. One page. Actionable.
Available as a standalone Readiness Pack — $1,000 per opportunity.
View Pricing DetailsTell us your target profile — EBITDA range, geography, sector — and we'll outline what the first month looks like.
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