From Diligence to Day‑1 Impact
We deliver buy and sell-side diligence plus post-close transition support
that moves beyond checklists—
50+ years of Operating Expertise in Scaling Businesses & Private Equity
400+ companies diligenced, guiding buyers and investment teams with tailored insights that go far beyond advisory checklists.
Meet Your Fenwick Team
Sell Side Diligence
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Grow profit, cut risk, and systemize operations to unlock higher exit multiples.
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Tailored, partner-led execution for founder-led businesses under $5M EBITDA—no generic playbooks.
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Build a measurable growth engine: clean pipeline metrics, reliable lead gen, and scalable routines.
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Close cleanly with standardized financials, buyer-ready data rooms, and diligence discipline.
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Eliminate deal-breakers—reduce key-person risk, fix process gaps, and boost buyer confidence.
Buy Side Diligence
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CXO operating experience across PE, growth-stage, and turnaround environments
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Managed P&Ls from $15M to $350M, with teams up to 160 FTEs
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Deep hands-on understanding from “real operator” backgrounds—not just consulting
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400+ companies diligenced by leadership across B2B, B2C, tech, manufacturing, and more
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Industry expertise covering operations, sales, marketing, finance, HR, and technology
Post-Close Transitional Services
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Set the right tone for your new business out of the gate
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Develop and implement post-acquisition strategy, including fractional CXO placement (CMO, COO, CPO, HR, CFO)
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Financial transition: budget setup, pro-forma modeling, and reporting system upgrades
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Define KPIs and regular operating reports to track
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Map and refine the customer journey, aligning every function to best-in-class service
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Technology stack review and integration support
Frequently Asked Questions
What does a consulting engagement with Fenwick Partners entail? A consulting engagement with Fenwick Partners begins with a comprehensive diagnostic of your business—assessing sales, marketing, operations, finance, and HR. We baseline and benchmark your current processes, collaboratively set strategic goals, and then work hands-on to implement operational improvements. Unlike traditional consultants, we drive tangible change alongside your team rather than just providing reports or recommendations.
How long does a typical consulting project take? Most engagements are designed for businesses planning to sell in the next 1–3 years12. The intensive hands-on phase varies but often runs 12–24 months, depending on readiness and the complexity of improvements needed.
What makes Fenwick Partners different from other consulting firms or business brokers? We focus exclusively on family-owned and founder-led businesses under $5 million EBITDA and execute change with you—not just give advice. There are no junior handoffs or off-the-shelf solutions; our partners have a proven track record in growing and selling businesses across industries. We are not business brokers—our goal is value creation, not just facilitating a transaction.
What are the key outcomes clients can expect from a Fenwick Partners engagement? You can expect increased EBITDA, stronger sales and marketing processes, modernized financial reporting, and a meaningful reduction in buyer risk. These changes position your business for a higher exit multiple, smoother diligence, and stronger appeal to both private equity and strategic buyers.
Why is financial reporting a focus before selling my business? Buyers and PE firms demand timely, accurate, and standardized financial reporting. Clean financials help demonstrate your business’s value, reduce perceived risk, and make the due diligence process faster and easier.
What steps are taken to improve sales and marketing before an exit? We analyze and document your sales pipeline, establish key performance metrics, define your ICP (Ideal Customer Profile), and implement scalable lead generation programs26. These actions directly increase both growth and valuation.
What steps are taken to improve sales and marketing before an exit? We analyze and document your sales pipeline, establish key performance metrics, define your ICP (Ideal Customer Profile), and implement scalable lead generation programs26. These actions directly increase both growth and valuation.
How does Fenwick Partners reduce risks that could lower my business valuation? We identify and resolve common red flags such as over-reliance on a single person or customer, lack of documented processes, and operational inefficiencies. By addressing these, we make your business more resilient and attractive to buyers.
How do you ensure that improvements will result in a higher sale price? Every process and system we implement is chosen for its direct impact on enterprise value. We only invest in ROI-driven changes, focusing on areas that buyers scrutinize most—profitability, risk, and scalability.
What types of businesses benefit most from your services? Our services are tailored to founder-led and family-owned businesses, especially those planning for an exit within 1–3 years across industries like services, consumer goods, manufacturing, business services and technology.
Can I see examples of past client results? We provide anonymized case studies and success stories during initial consultations, demonstrating measurable increases in EBITDA, higher sale multiples, and smoother exits.