We Maximizes Larger Exits for Family and Founder-Owned Businesses
We specializes in helping businesses with $5 million EBITDA and under unlock their full enterprise value.
If you’re preparing to sell in the next 1–3 years, our hands-on consulting solutions—focused on sales, marketing, and operations will maximize your exit.
Our Project
Approach
Diagnostic
Deep-dive analysis to baseline and benchmark your current operations.
Goal Setting & Implementation
Collaborative planning with hands-on improvements in profitability, risk reduction, and process optimization.
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Build Scalable, ROI-Driven Systems
We implement only what adds value—avoiding unnecessary complexity or process bloat.
Increase Profits
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All valuations start with profit. We grow your bottom line
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As profits rise, so do your valuation multiples
De-Risk the Business
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Buyers are wary of hidden risks—like over-dependence on a single person or customer.
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We proactively identify and address these risks to make your business more attractive and valuable.
Build Scalable Processes
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We focus on financial tracking, goal setting, and strategic forums.
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Every process we create or enhance is ROI-driven and designed to support sustainable growth.
Sales Optimization
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Analyze, refine, and document your sales processes to increase revenue consistency, scalability, and buyer confidence.
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Implement CRM and pipeline tracking to provide clear visibility into sales metrics, stage gates, lead conversion, and growth opportunities.
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Develop and institutionalize your Ideal Customer Profile (ICP) and target market segmentation, tying strategies to revenue forecasting and pipeline analytics.
Marketing Strategy
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Strengthen your brand presence, digital footprint, and messaging to engage and convert your best-fit customers.
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Build robust lead generation and nurture programs tailored to B2B or B2C needs.
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Design and implement data-driven marketing campaigns; proactively address gaps that surface in buyer diligence, such as weak digital presence or unclear marketing ROI.
Operational Improvement
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Operations is about execution. We work to ensure process adherence and operational metric improve overtime
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Deep focus on customer success metrics that drive retention and referrals
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Develop Operations into a capability that enables growth and scalability
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Ensure the team is operating on the same metrics and goals
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Charge the team to create action items that exceed goals
Financial Reporting
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Upgrade your financial systems and reporting to meet private equity and strategic buyer standards.
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Standardize accounting (GAAP adherence where appropriate), unify budgeting and forecasting, and ensure monthly/quarterly review routines are in place.
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Prepare diligence-ready packages and data rooms, and train key staff on required reporting discipline.
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.