Let us help you exit your business.

You leave with
  • Data room blueprint
  • Buyer list
  • Valuation memo
  • CIM
  • Blind teaser
  • Sale readiness report
  • Term sheet strategy
Exit Preparation

You built a real business. It deserves a real exit.

Dr. Isabelle Laurent walks you through 10 chapters of exit readiness in 15 hours. You end with a data room, buyer-target list, valuation memo, and a deal strategy. $20/month + $50 per chapter.

Confidential · Deal Memo
Project Cardinal
Exit Strategy & Buyer Landscape
Executive Summary
EBITDA Normalization
Valuation Range: $X.XM – $X.XM
Strategic Buyer Universe
PE Sponsor Landscape
Deal Timeline & Structure
10 chapters

Every chapter closes a gap between your business and a clean sale.

01
Business Audit
Dr. Isabelle Laurent
Current state + readiness assessment
02
EBITDA Normalization
Marco DeSilva
Clean financial picture a buyer trusts
03
Valuation Analysis
Alex Rivera
DCF + comps + precedent. Investment-banking grade.
04
Deal Risk Assessment
Catherine Moreau
Risk register + buyer-concern matrix + mitigations
05
Data Room Organization
Mira Saldanha
12-category data room + document checklist
06
Buyer Identification
Santiago Reyes
20–50 profiled acquirers ranked by fit, capacity, likelihood
07
Confidential Info Memorandum
Jordan Whitfield
50–150 page bound CIM document. 15 standard sections. Vision-gated.
08
Blind Teaser
Elena Park
1–2 page anonymized brief for pre-NDA buyer outreach
09
Sale Readiness Report
Dr. Kwame Asante
15-dimension readiness scorecard + gap remediation roadmap
10
Term Sheet Strategy + Deal Memo
Patricia Hoffman
Term sheet playbook + earnout calculator + negotiation prep
The output

A data room your buyer's diligence team won't flinch at.

📁 YourCompany_DataRoom/
📁 01_Corporate/
📄 Articles of Incorporation.pdf
📄 Bylaws.pdf
📄 Cap Table.pdf
📄 Board Minutes.pdf
📁 02_Financial/
📄 Audited P&L.pdf
📄 Balance Sheet.pdf
📄 Cash Flow.pdf
📄 EBITDA Adjustments.pdf
📁 03_Tax/
📄 Federal Returns (3yr).pdf
📄 State Returns.pdf
📄 Sales Tax.pdf
📄 Payroll.pdf
📁 04_Commercial/
📄 Top 20 Customer Contracts.pdf
📄 Vendor Agreements.pdf
📄 Revenue Concentration.pdf
📁 05_Operations/
📄 Org Chart.pdf
📄 Key Employee Agreements.pdf
📄 Systems Inventory.pdf
📁 06_IP/
📄 Trademarks.pdf
📄 Copyrights.pdf
📄 Patents.pdf
📄 License Agreements.pdf
📁 07_Real Estate/
📄 Lease Agreements.pdf
📄 Property Deeds.pdf
📄 Environmental.pdf
📁 08_Legal/
📄 Litigation History.pdf
📄 Regulatory Filings.pdf
📄 Insurance Policies.pdf
+ 4 more categories (Environmental, HR, IT, M&A History)

The structure, the checklist, the naming. Ready to load into Intralinks, Firmex, or the VDR your banker prefers.

Time Machine

Rehearse your story before the first conversation.

You get one shot at framing the deal. Time Machine lets you run the same financials under different angles: tech company vs services, strategic acquirer vs PE buyer, growth play vs cash cow. Compare valuation memos side by side. Walk in with the angle that lifts EV the most.

Primary frame12345678910Alternate frame6′7′8′9′10′fork at chapter 5Compare

Frame A. Services rollup

  • Buyer pool: PE platforms
  • Multiple: 4.5x EBITDA
  • EV: $14M
  • Walk-away floor: $11.5M

Frame B. Tech-enabled SaaS

  • Buyer pool: strategic acquirers + growth PE
  • Multiple: 7.0x EBITDA + ARR adjustment
  • EV: $22M
  • Walk-away floor: $18M
Scenario

What if we framed this as a tech company?

Fork the EBITDA chapter. Watch the multiple climb from 4.5x services to 7.0x SaaS. Compare buyer fit and walk-away floors.

Scenario

What if we approached strategics first?

Fork the buyer list. See the strategic synergy story at three named acquirers vs the PE roll-up thesis. Pick whoever values you higher.

Scenario

What if we hold for 18 more months?

Fork the timing. Run two valuation memos: sell now at today's metrics, or sell after the planned ARR ramp. Compare net to founder.

Who this is for

Built for three kinds of seller.

Founder Stepping Out

You built this company. You're ready to let it go to the right buyer, at the right valuation.

Family-Office LP

One portfolio company needs to exit. You want investment-banking-grade prep without the $500K advisor fee.

PE Prep

You're preparing a portco for sale in 12 months. Get the data room, CIM, and buyer list ahead of mandate.

Begin exit readiness.

$20/month + $50/chapter · 15 hours of your time · You own everything you produce

Preparatory guidance. Not legal, financial, or tax advice. All deliverables meet M&A professional standards and are ready to hand to your banker or attorney.