Buying, selling, or taking over a business? Get the operations out of people's heads.
Whether you're getting ready to sell, doing diligence on a deal, or three months into running something you just took over, the risk is the same: too much of how the business works lives in one person's head. I help you get it out — mapped, documented, and running on systems — so the value doesn't walk out the door with the previous owner.
The risk is not just in the numbers.
Many businesses look stable in the financials but depend heavily on the seller, one manager, undocumented habits, vendor relationships, spreadsheets, inboxes, and workarounds nobody wrote down. When that knowledge leaves, margin and morale often follow.
I work on the operational layer — how work moves, what breaks without the right person, and what systems would make the transition cleaner. Not valuation, not deal structure, not legal or tax advice.
Pre-sale cleanup
For owners preparing to sell who need the business easier to understand, document, and transfer — less dependency on you in the data room and in daily operations.
Buyer diligence support
For buyers who want to see how the business actually runs: tools, people, workflows, reporting gaps, owner dependency, and operational risk before or after close.
Post-acquisition stabilization
For new operators who need to capture knowledge, document SOPs, clean up systems, improve reporting, and reduce reliance on the previous owner or key staff in the first 90 days.
Visibility before you build anything new.
We usually start the same way: mapping how the business actually runs before building anything — scoped to your timeline in the deal.
- Key workflows and handoffs
- Owner-dependent decisions
- Staff roles and recurring responsibilities
- Tools, spreadsheets, inboxes, and data sources
- Reporting gaps and operational blind spots
- SOPs and training needs
- Automation and system opportunities
Optional execution — only where it earns its place.
Once the workflows are visible, I can help implement — or hand your team a roadmap they can run with another vendor. No forced build.
- Transition roadmap
- SOP and workflow documentation
- Dashboards and reporting layer
- CRM / pipeline cleanup
- Staff operating boards
- Client/vendor handoff systems
- Automations for recurring admin
- Custom tools where SaaS falls short
This is operational support, not deal advice.
I do not provide valuation, legal, tax, accounting, brokerage, or investment advice. The work is focused on how the business runs, what depends on people's memory, and what systems would make the transition cleaner for buyers, sellers, and new operators.
- Service businesses, construction/trades, spas/salons, local operators, and owner-run companies.
- Buyers who want practical operational visibility before or after close.
- Sellers who want to reduce owner dependency before going to market.
- New operators who need the first 90 days to stabilize instead of drift.
Trying to understand what really runs the business?
Let's map the workflows, people, tools, and handoffs before the knowledge walks out the door.