Advisory Playbooks

Battle-tested templates you can deploy immediately with your team, board, or investors.

M&A Readiness Playbook

Operator-focused roadmap to raise valuation multiples within 12–18 months.

Financial clean-up checklist
CRM/Comp rollout plan
KPI dashboard template

PE Due Diligence Playbook

Investor-focused framework to validate thesis and de-risk deals.

EBITDA normalization model
Operational scorecards
Red flag board summary

Post-Merger Integration Playbook

Integration blueprint with org/comp alignment and synergy tracking.

Growth Accelerator Playbook

Design the sales structure, market expansion, and KPI cadence to scale from $10M → $50M+.

“The value isn’t just the plan — it’s the discipline. These playbooks create clarity, align incentives, and make results inevitable.”