When returns now take double-digit EBITDA growth, a first-year dip is expensive. I help lower-middle-market buyers find the operational risk before close, then set the business up after close so it doesn’t lose ground while you learn it.
Most of the post-close dip doesn’t come from lost relationships. It comes from a new owner running a business they’re still learning. That’s the part I fix.
Most buyers accept a dip in revenue and profit after close. The bigger cause is simple: the new owner spends the first six months learning how the business works, and nobody is protecting revenue or driving the plan.
Illustrative example, not a client result.
Start small and scoped. Most relationships begin with diligence, because it puts me inside the business you’re about to own.
An operator’s read on the target, alongside your QoE and legal work.
Turn the investment thesis into an operating plan the team can run.
A senior operator inside the portfolio company, for as long as you need one.
Built to fit a deal timeline, not a consulting engagement.
A fixed scope and fee for diligence and 100-day work. No open-ended retainers.
Findings framed as risks, price and terms implications, and day-one priorities.
Based in Westchester, NY. I travel to the business, three to four days a week when needed.
Everything about the target, the seller and your thesis stays with me.
For buyers screening several deals, I use a diagnostic that connects straight to a target’s QuickBooks and gives a rules-based read on earnings quality in days, before you spend on a full QoE.
A 30-minute call. I’ll tell you honestly whether I can help.
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