Services & Process
Q6: What services do you offer?
We offer five integrated advisory services:
M&A Partnership (Sell-Side Advisory) — We prepare and represent founders for a strategic exit—from readiness to closing.
M&A Buy-Side Advisory — We help founders acquire with clarity and confidence, using our 4 Intangible C's framework to identify the right targets.
Exit Planning — We align your personal, financial, and business goals to ensure you're ready when opportunity knocks.
Executive & Founder Coaching — We work side-by-side with founders to strengthen leadership, decision-making, and strategic thinking.
C-Suite Strategic Partnership — We provide fractional leadership and strategic support to accelerate growth and prepare for transition.
Many clients engage us for multiple services—for example, exit planning combined with coaching, or buy-side advisory with fractional COO support.
Q7: How does the engagement process work?
Every engagement starts with a conversation. Here's the typical process:
Step 1: Discovery Call (30 minutes) — We discuss your goals, challenges, and timeline to determine if we're the right fit.
Step 2: Strategic Assessment — We evaluate where you are today across the three legs of the stool (personal, financial, business) and identify gaps and opportunities.
Step 3: Engagement Proposal — We present a customized engagement plan with clear scope, deliverables, timeline, and investment.
Step 4: Kickoff & Execution — We begin working together—whether that's exit planning, M&A representation, coaching, or strategic partnership.
Step 5: Ongoing Partnership — Most engagements are ongoing or phase-based, evolving as your business and goals evolve.
Q8: Do you work with businesses in my industry?
We work across industries, but we have deep experience in technology, healthcare, hospitality, professional services, and real estate. Michael has personally built, scaled, and exited businesses in these sectors.
That said, our frameworks—the ÉLAN Methodology, the Live on Four Framework, the 4 Intangible C's—are industry-agnostic. The principles of exit readiness apply regardless of sector.
If you're wondering whether your business is a fit, the best approach is to book a discovery call. We'll tell you honestly if we're the right partner for you.
Q9: What size companies do you typically work with?
We primarily work with founder-led businesses generating $2M-$50M in annual revenue, though we evaluate every engagement individually.
What matters most isn't size—it's readiness and alignment. We look for:
Founders committed to strategic preparation (not just looking for a quick sale)
Businesses with growth potential and transferable value
Leaders who value collaboration and are open to coaching
Companies where our frameworks and experience can create measurable impact
If you're not sure if you're a fit, let's talk. We'll be honest about whether we can help.