Services
Strategic Repositioning for Precision Manufacturing Exits
Most profitable machining businesses do not need more effort. They need two things before entering the market:
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Structural repositioning that removes buyer discounts and builds transferable platform value
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In select cases, disciplined acquisition execution that changes valuation category faster than operational improvements alone can
Engagements follow the 4-phase Exit Multiplier™ Methodology. Each phase builds on the last, sequenced the way buyers underwrite risk. Some owners move through all four. Others engage at specific phases based on timing and where they are in their preparation.
Phase I: Diagnostic Clarity
Establish a decision-grade baseline before committing capital or time. Understand your current valuation category, the structural discounts buyers will apply, and whether disciplined acquisition execution belongs in your plan.
Phase I is available at two engagement levels depending on where you are in your thinking:
Option A: Value Gap + Exit Timing Assessment (Fixed Scope)
For owners seeking clarity before deeper engagement.​
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Deliverables:
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Value Gap Snapshot: baseline vs. target valuation category
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Buyer Risk Stack: likely structural discounts and how buyers will price them
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Sell-now vs. reposition timing clarity
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Acquisition role assessment: whether bolt-on execution belongs in your plan and at what stage
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Recommended strategic path
Investment: $3,500–$6,500 (fixed)​​
Best for owners who want a clear-eyed view of where they stand before committing to a longer engagement.
Option B: Structural Positioning Blueprint (10-Day Sprint)
For owners serious about exiting in 2 to 5 years who want a full decision artifact and sequenced roadmap.
This is your decision artifact. It translates uncertainty into a buyer-aligned repositioning plan with clear sequencing and defined acquisition criteria.
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Includes:
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Value Gap Scorecard
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Structural repositioning plan
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Acquisition thesis and no-go filters: target criteria, financeability guardrails, integration capacity assessment
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Financing readiness screen: SBA eligibility, bank appetite, capital structure options
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12 to 18 month repositioning roadmap with sequenced priorities
Investment: $9,500 to $12,500
50% credit toward implementation if engaged within 30 days.
Phase II: Structural Value Acceleration
(6–12 Month Retainer)
Execution to reduce buyer discounts and build transferable platform value.
Focus areas:
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Owner-dependency reduction
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Reporting clarity and diligence readiness
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Customer concentration mitigation
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Margin predictability and stability
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Management depth
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Operational discipline
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Select AI integration where it reduces friction or strengthens buyer perception
Investment: $6,000–$12,000 per month
Best for owners committed to measurable structural repositioning before market.
Phase III: Strategic Acquisition Execution
When a disciplined acquisition is the most direct path to a meaningfully higher valuation category, this is a primary engagement path, not an add-on.
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Bolt-on acquisitions are used when they solve a structural problem buyers would otherwise discount: customer concentration, management depth, capacity constraints, or geographic fragmentation. They are evaluated through financeability, integration capacity, and category shift potential, never deal enthusiasm.
Scope Includes:
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Acquisition thesis development: target profile, strategic rationale, no-go criteria
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Disciplined target identification and triage
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Financing coordination: SBA lender relationships, bank relationships, deal structuring, capital access
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LOI support and negotiation positioning
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Diligence pacing and risk identification
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Integration risk mitigation planning
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First-90-days execution structure
I am actively involved at every phase of the process, from thesis development through post-close integration. This is not a referral to a deal team. It is hands-on execution alongside you.
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Investment: $10,000–$20,000 per month during active deal phases
Purpose: strengthen platform positioning and valuation category before market entry.
Phase IV: Platform Exit Preparation
(4–9 Months Pre-Market)
Enter the market from strength.
Includes:
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Buyer-ready narrative and positioning
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Diligence rehearsal
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Data room structuring
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Deal-team coordination
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Broker and M&A advisor selection and governance
Investment: $10,000–$18,000 per month
Purpose: protect valuation and control the process through close.
I am not a broker.
My role is to help you build a business buyers categorize as a platform before you sell.
Pricing reflects scope, diligence risk, and value-at-stake. For context, a single Quality of Earnings engagement often runs $25k–$75k+. These phases are designed to reduce buyer discounts and protect enterprise value before entering market.