Service
Pre-Sale Marketing Readiness
A pre-acquisition diagnostic for owners considering a sale, a recapitalization, or a strategic transition in the next 12 to 24 months. Most companies don’t fail at the table because the business is bad. They fail because no one ever cleaned up the marketing infrastructure — platform ownership, data integrity, brand discipline. We get the marketing house in order before a buyer asks.
Who It's For
- → Owners planning a sale, recap, or strategic transition in the next 12 to 24 months
- → PE portfolio company leadership preparing for exit
- → Founders whose marketing function has never been audited by an outsider
How It Works
Diagnostic engagement, typically 6 to 10 weeks. Focused on the three pillars that always come up in diligence: platform ownership, data integrity, and brand consistency.
What You Get
- · Full audit of digital platform ownership (Google Business Profile, Google Ads, Meta, website, CRM, analytics, call tracking, email)
- · Data integrity assessment — does your CRM tell the truth?
- · Brand and digital presence consistency review
- · Written diagnostic report and 90-day remediation plan
- · Diligence-ready marketing narrative for the deal team
When To Engage
Twelve to twenty-four months before you plan to be in market. Enough runway to actually fix what surfaces.