HERO
Prepare Your Business for Sale — Before Buyers See It
I help founder-led businesses identify and fix the issues that typically derail deals or reduce valuation during buyer diligence.
For owner-managed businesses $3M–$20M in revenue, 6–24 months from a potential sale.
PROBLEM
Why Deals Fall Apart During Diligence
Most businesses don’t fail to sell because of market conditions.
They fail because buyers discover issues that were never addressed:
Founder-dependent operations
Financials that don’t stand up to scrutiny
Customer concentration or unclear revenue drivers
Lack of internal controls or governance
Key decisions that rely on one person
These issues are usually fixable.
But not once a transaction is underway.
Preparation done early protects valuation, credibility, and deal certainty.
SOLUTION
Exit Readiness Sprint (90 Days)
A structured engagement designed to determine whether your business is ready for sale—and what must change if it isn’t.
What happens
During the engagement:
Identify issues that typically trigger price reductions or failed deals
Assess founder and key-person dependency
Evaluate financial reporting from a buyer’s perspective
Define the minimum changes required before going to market
Coordinate with your existing accountant, lawyer, and banker
Deliverables
Exit Readiness Risk Map
Sale Readiness Verdict
Ready now
Ready in 6–12 months with defined actions
Not sellable yet
Prioritized Action Plan
Engagement Structure
Fixed scope
90-day engagement
No success fees
Advisory only — management remains with ownership
FIT
Who This Is For
Good fit
Founder-led businesses
$3M–$20M in revenue
Considering a sale within 1–3 years
Not yet in a formal transaction process
Want a realistic view of sale readiness
Not a fit
Early-stage or pre-revenue companies
Businesses already under LOI
Owners looking for general consulting or ongoing management
Situations where no sale is being considered
If you’re unsure whether the business is sellable, this is where the process starts.
About & CTA
Richard Theoret, MBA
Roadmap Executive Advisory works with founder-led businesses preparing for ownership transition.
The focus is practical: identifying and addressing the issues that typically surface during buyer diligence—before a transaction begins.
This work is typically done 12–24 months ahead of a potential sale, alongside the company’s existing legal, accounting, and banking advisors.
For Lawyers, Accountants, and Bankers
I work upstream of transactions to reduce diligence risk and improve deal readiness.
If you’re working with an owner who is considering a sale but not yet prepared, I’m happy to connect.
