Build a business a bank will fund.
Owner dependence doesn't fix itself in the months before a sale. The Advisory Track uses the years you have left to build the proof buyers and lenders trust, so you sell from leverage, not urgency.
The things that decide your price take years.
Owner dependence
Handing off key relationships and decisions to a real second layer of management takes a year or more to prove.
Customer concentration
Growing other accounts or locking big ones into multi-year contracts changes the numbers slowly and permanently.
Financials that hold up
Lenders want to see clean, consistent statements over time, not a cleanup the quarter before you list.
Roughly year by year.
Every engagement is scoped to your business. This is the shape, not a fixed script.
Baseline
Your starting Salability Score and Owner Dependency Index, the top things that break if you step away, and a Risk Ledger to work against.
Build
Delegate owner-dependent work to a real second layer, clean up financials and customer concentration, and re-score every quarter against your baseline.
Verdict
Re-run the full SDP™ on a business that scores meaningfully higher, and move into the brokerage process only when the verdict is "sell now."
A score that moves, in writing.
You re-score every quarter against your baseline, so you can see what is working.
Everything in the Advisory Track.
- Baseline Salability Score and Owner Dependency IndexYour starting point, in writing
- Risk LedgerA ranked list of what to fix, updated as you go
- Quarterly re-scoringMeasured against your baseline so progress is visible
- Regular working sessions with NickPractical help on the work, not just a report
- Attorney, CPA and CRE accessIntroductions to our network when you need them
- A full SDP™ when you are readyRe-run on the improved business before you decide to sell
No pressure to sell.
We move into the brokerage process only when the verdict is "sell now" and you want us to. Until then, the job is making the business worth more.
Book an Advisory Call A short call to see whether the timeline and fit make sense.Is this for you?
A fit if you
- Own a $1M–$20M business in CT, MA or RI
- Expect to sell in three to five or more years
- Want to raise what the business is worth before selling
- Are willing to delegate and share real numbers
Not a fit if you
- Plan to sell within the next year
- Want a valuation and nothing else
- Aren't willing to change how the business runs
- Want a quick fix before listing
Selling sooner? Apply for the SDP™ instead
Common questions.
Is this a retainer?
Yes. The engagement is scoped to your business and quoted after a short call, before any work begins. No surprise invoices.
How is this different from the SDP™?
The SDP™ is a one-time diagnostic for owners planning to sell in the next few years. The Advisory Track is for owners further out who want a partner working on the problems the diagnostic finds, with the SDP™ re-run along the way.
Do I have to sell through BBG afterward?
No. We move into the brokerage process only if the verdict is "sell now" and you want us to. You are free to work with anyone.
When should I start?
Earlier than feels necessary. Owner dependence, customer concentration and clean financials take years to build. The owners who get the best outcomes start three to five years before they want to sell.
Start with a baseline, not a sales pitch.
A short call to see if the timeline and the fit make sense. No pressure either direction.