Switch Business ConsultingCapital Raise & Sale Readiness
Know what your business is worth, and what a buyer will find, before they do
If you were raising financing or bringing in an investor in the next twelve to twenty-four months, do you know what their finance team would flag first? This engagement answers that question while you still have time to fix it.
This is for you if…
- A financing raise, investor process or sale is expected in the next 12–24 months
- You do not know what a lender or investor would question first in your numbers
- You have no internal valuation model — only what someone once told you the business might be worth
- Your historical results have never been assembled into a story an outsider could follow
- You want to know the number before someone else names it for you
Engagement timeline
Weeks 1–6
Assessment. Historical results, operational data, concentration and key-person risk, and a scored gap list.
Weeks 6–12
Model and story. Valuation model with scenario range, normalized earnings schedule, and the written narrative.
Through the process
Remediation support, data room build, and direct support through the raise, investor process or sale, alongside your banker and attorney.
What’s included
Scoped to your situation on the intro call — this is the full menu.
Readiness assessment
A scored review of historical financial and operational results against what outside scrutiny will actually test.
Prioritized remediation plan
What to fix, in what order, with the value at stake on each item so you can decide what is worth doing.
The story of the business
History connected to projection in a form a lender, investor or buyer can underwrite — the part most owners never build.
Internal valuation model
A defensible model producing a valuation range across worst, base and best case, with the assumptions visible behind each.
Normalized earnings
An add-back schedule with documentation behind every line, so the adjustments survive scrutiny instead of being negotiated away.
Diligence preparation
Data room structure, document checklist, and management of the request list through the process itself.
Other ways we help
Core Financial Operations
The day-to-day financial backbone: monthly reporting you trust, a KPI dashboard, budget-vs-actual discipline, a rolling 13-week cash forecast and DSCR tracking.
Explore →
Strategic Planning
The quarterly and annual layer: a rolling 18-month forecast, a real annual planning process, and a long-term plan your leadership team actually works from.
Explore →
Capital Project Evaluation
A repeatable approval process for major spend: lease-versus-purchase analysis, a capital approval model, and tracking from proposal through results against approval.
Explore →
Financial Readiness Assessment
Find out where you stand in five minutes
Answer ten questions about your finances. You’ll get a scored readiness summary on the spot — and if we can help, a link to book a call.