Approach

The Transfer Readiness Diagnostic

A fixed-scope, fixed-fee engagement that establishes what an acquirer would find in your business, what is already worth money, and what to fix in what order. It stands alone. Plenty of owners take the findings and act on them without us.

What you get

Five deliverables, all of them written down.

01

Written findings

What we found across operations, data, AI opportunity, and owner dependency. Specific, with the evidence attached, in language you can hand to your leadership team.
02

Owner-dependency assessment

The specific decisions, relationships, and knowledge that route only through you, and what each one would take to move.
03

Data integrity check

Where your field data and your financials disagree, how badly, and what it would take to reconcile them.
04

A priced plan, ordered

Every recommendation with an expected effect, an effort estimate, and a price. Sequenced by what pays first rather than by what we would enjoy building.
05

What we would not do

The things you are considering, or being sold, that we think are a waste of your money. Usually the most valuable page.

What we need from you

Real access, or the findings are worthless.

This is the part that stops some engagements before they start, and that is fine. A diagnostic run on a conversation instead of your actual data is a horoscope. Everything below is covered by a mutual NDA, accessed on a least-privilege basis, and revoked when the engagement ends.

Read access to your field service software (ServiceTitan, Housecall Pro, Jobber, FieldEdge or similar)
Read access to the accounting file, or exported P&L and balance sheet for the last 24 months
Your current price book and any documented process you already have
An org chart, or a list of who does what if there is no chart
Two hours of your time, plus about an hour each with your GM, office manager, and lead dispatcher

Fee

Fixed, quoted before we start.

The diagnostic is a paid engagement, priced as a fixed fee after a 30-minute scoping call. It does not vary with what we find and there is no hourly meter running.

We charge for it deliberately. A free assessment is a sales call wearing a lab coat, and it produces the depth you would expect from something nobody paid for.

If we conclude during the diagnostic that there is no worthwhile work here, we finish the deliverable anyway and say so. You are buying the answer, not our continued involvement.

What it is not

Three things to be clear about.

Not a valuation

We will not put a number on your business. That is work for a licensed adviser.

Not a brokered process

We do not represent you in a transaction or introduce buyers for a fee.

Not a software pitch

We take no vendor commissions. If your current platform is fine, the report will say so.

Ask about the diagnostic →

Request the diagnostic.

Send us the shop: trades, trucks, markets, and what software you run. We will come back with a scoping call and a fixed fee.

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