Transferable Value Audit
If you leave for 30 days,
does the company still run?
Buyers are not purchasing your effort. They are purchasing a system that keeps producing after you are gone. This audit finds every place the business is still you — then rebuilds it so the handoff is real.
Confidential. No obligation. For owners whose name is still on every important decision.
Your information is 100% confidential. We never sell your data.
A buyer can purchase the entity. They cannot purchase you.
Name, equipment, contracts, and phone number transfer. Personal trust with customers, a license only you hold, the referral network in your phone, and the way you price a job do not. Buyers price that gap as a lower multiple, a longer transition, an earnout, or a pass.
Two companies with the same revenue and the same EBITDA can clear millions apart if one has already run without the owner and the other has not. The audit is how we tell which one you are — before a buyer does it for you.
Account managers own the relationships. Decisions have a written owner. The founder took four weeks off and the number still hit. Buyers underwrite the system.
You close the work, approve the spend, and get the calls when something breaks. Buyers underwrite the odds that revenue walks out with you.
We do not promise a turn of multiple. We show you the dependencies a buyer will find, then sequence the handoffs so the proof exists in the operating history, not in a slide.
Six places the business is still you.
Each one is a question diligence will ask. The audit answers it with evidence, not intention.
Customer relationships
Who does the top 20 customers actually call? If the answer is you, revenue is personal goodwill. We map relationship owners, second contacts, and which contracts are assignable to the company rather than to you.
Decision rights
Pricing, hiring, discounts, and spend above a threshold. If every material call waits on you, the buyer is buying a bottleneck. Authority goes in writing, with a dollar limit and a named backup.
Licenses, bonding, and approvals
A company that cannot bid, prescribe, or stay bonded without your personal license is not transferable. We flag entity versus individual credentials, lender covenants, and franchisor approvals before a buyer treats them as a closing condition.
Technical work only you can sign
If quality, estimates, or delivery depend on your hands, margin is at risk the day you leave. Cross-training and a documented quality system are the evidence. A promise to “stay for six months” is not.
Tribal knowledge
Passwords, vendor terms, the close process, and how a job actually gets done. We score documentation the way a new hire would: nothing written, a veteran could train someone, or a new person can run it alone.
The absence test
The proof buyers trust is a period the owner was actually out — no pricing calls, no customer rescue. Two to four weeks, with the weekly number still met, is worth more than a binder of SOPs nobody used.
How the audit becomes a handoff
Diagnosis first. Then the moves a buyer can see in the operating record.
Score the dependency
Revenue touched by the owner, decisions that cannot happen without you, licenses in your name, and the last time the company ran while you were gone. The output is a map, not a pep talk.
Name a second owner for every critical role
Customers, estimating, production, cash, and vendor approvals each get a primary and a backup. If the bench does not exist, the audit says so. Hiring a title without authority does not count.
Move the relationships and the credentials
Introductions happen while you are still there. Contracts get a company contact. Licenses and bonding get a successor path. The CRM stops being a personal inbox.
Run the absence, then write it down
A planned stretch with no owner intervention. What broke, who fixed it, and whether the week still made the number. That note belongs in the data room. It is the answer to the key-person question.
Intention is not evidence.
A transition memo written the week of the teaser does not change the multiple. A year of someone else owning the account, signing the estimate, and closing the books does.
Questions owners ask first
Find out if you are selling a company or a job.
Tell us where the work still sits. A member of our team will map the dependencies a buyer would price.
Confidential consultations • Absence test, not a binder • No obligation
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