Sale & Transaction Readiness

Transaction readiness is operational readiness under scrutiny.

Most FSPs lose 20–40% of their value before negotiation even starts — not because revenue is weak, but because operational control isn't provable. Buyers discount for key-person dependency, undocumented processes, and founder-dependent decision-making. What feels normal from the inside reads as risk from the outside.

Sale & Transaction Readiness is the layer where the practice is hardened for examination and transition.

This work establishes a provable view of:

• Whether operations withstand buyer diligence and FSCA scrutiny

• Where buyers will identify risk, dependency, or compliance exposure

• How decision-making and client continuity survive ownership change

• Whether the practice holds value post-transaction (or erodes immediately)

• Where leverage shifts — and how to keep it with the principal, not the buyer

This is not deal advisory.
It is operational preparation that protects valuation and ensures the business you've built is actually transferable.

Without readiness, buyers control the narrative and value gets negotiated down.
With it, the practice enters a transaction from a position of control.