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Systems · Scale · Exit

The path from owner-run to exit-ready.

Most founders leave $500K or more on the table at exit — not because the business is weak, but because it isn't transferable. Every engagement walks the same road: build the foundation, systemize it, scale what works, and end with a company a buyer pays a premium for. Model your own numbers below.

Phase 1

Foundation

Months 0–9

Website rebuild, CRM plumbing, client portal, analytics, brand + 3D proposals. The layer everything else stands on.

Phase 2

Systemization

Months 9–18

SEO, AEO, and GEO compounding, funnels converting, follow-up automated. The business runs without heroics.

Phase 3

Controlled Launch

Months 18–30

Outreach engines and AI agents source pipeline on schedule. Growth becomes a dial, not a hope.

Phase 4

Scale & Exit

Months 30–60

Documented systems, recurring pipeline, clean books. The company is sellable — whether or not you sell.

Example · Phase 1, finished

What “transferable” looks like on paper

A buyer does not pay a premium for a founder who knows the schedule. They pay for a schedule the company produces without him — the same reason the owner stops getting Sunday phone calls.

This is one page of Phase 1. It is also the thing that made the client calm, which is why the two phases are the same work.

The schedule tab of a builder-branded client room: a twelve-month build split into numbered phases with month ranges and plain descriptions.
Client-facing schedule from a live deliverable · the builder's sequence, written for a non-builder · names and pricing stripped for publication

Calculator 01

The growth engine, on your numbers.

Slide your current revenue and what the engine changes — lead flow, close rate, contract size. The trajectory is an illustrative model, not a promise.

Engine-sourced revenue / yr
$3.6M/yr
Pipeline created / yr
$18M/yr
Revenue trajectory · 36 months · illustrative

Model: engine leads × close rate × contract value, ramping over the four phases. Your baseline continues underneath — the engine stacks on top. Illustrative, not a promise.

Calculator 02

What the exit is worth — as-is vs. systemized.

Buyers pay multiples of earnings, and the multiple moves with how transferable the business is. Owner-run companies discount; documented systems, recurring pipeline, and clean attribution command the premium.

AS-IS · OWNER-RUN$1.5M
SYSTEMIZED · EXIT-READY$3.0M
Premium the systems create
+$1.5M
Assumption shift
+1.25× multiple for transferable systems
+5 pts margin from automation
2.5× → 3.75× · 15% → 20%

Illustrative model only — not a valuation. Real multiples depend on vertical, contract mix, and diligence. The direction is the point: systems move both the margin and the multiple. What you'd actually walk away with after structure and taxes is the Stage 2 net-proceeds model — a working-session deliverable, not a web toy.

The Stage 2 model

Model it with real numbers.

The public calculators show direction. The working-session version models what you actually walk away with — deal structure, earnouts, entity type, state taxes, QSBS. Bring your numbers; leave with the model.