The financials show what the business earned. We show how it earns it: who holds the know-how, which processes depend on the seller, and what has to change in the first 100 days. Everything is captured, scored and delivered in a private portal your deal team can search.
A Q of E report checks the numbers. Operational diligence checks the people and processes behind them, which is where most post-close surprises come from.
From interviews to a searchable portal in weeks.
Before the LOI, we scope the work, agree who to interview and request documents, so interviews can start as soon as the LOI is signed.
Once the LOI is signed, recorded, structured interviews with the seller and key staff, plus a review of the company's systems and documents.
Every interview is transcribed and indexed by topic, person and process, so any answer links back to who said it and when.
Processes, people and dependencies are scored with one consistent method, so you can compare risks side by side.
Typically 30–45 days after the LOI. Portal access for the period you choose starts then, and every deliverable can also be downloaded as files.
Every engagement includes all of these, in three groups. Click Demo ↗ on any one to open it in the sample portal.
Diligence, close and integration take different amounts of time. Access covers every core deliverable plus any add-ons you choose, and every file stays yours to download.
Owner dependency and key person scores give you a documented basis for earn-outs, holdbacks, escrow and transition terms.
Your operators start on day one with SOPs, an org chart and a KPI baseline instead of spending a quarter working out how things run.
The seller's knowledge is recorded and searchable before they leave, not lost in their last two weeks.
Automation scoring shows where hours and margin can be recovered, in dollars, which supports the investment thesis.
Downloadable, consistent deliverables slot straight into your IC memo, lender package and data room.
Add any of these to the core package. Each one appears in the same portal, and each has a live demo.
A chat assistant trained on the seller's interviews and SOPs. New owners ask it questions in plain English, and every answer cites the interview it came from.
A week-by-week plan built from the diligence findings, covering who to retain, which relationships to transfer, which processes to stabilize and which quick wins to take.
Turns the opportunity scores into a ranked list of specific fixes, each with a recommended tool, the cost to build, the payback period and the risk.
We build the recommended automations after close and track each one from scoping to live, with the hours saved measured against the baseline.
After close, leadership gets a live dashboard of the numbers that matter: scorecards by department, goals, action items, a daily production check-out, and meeting logs with decisions and follow-up. The KPI baseline from diligence becomes the starting line.
The demo portal is set up for a sample target, Hartwell Precision Components, a 46-person manufacturer whose founder is retiring.
Tell us a little about the target and your timeline. We'll get back to you within one business day, usually sooner.