Her Head of Finance was a disaster.
I asked for 36 months of financials to help value her business.
What did I get?
An Excel dump—one tab, months of transactions, font so small it looked like Morse code.
And that came three days late.
When I pushed back, he whined to the owner.
She called me in.
“Can’t you just use our last audited report?”
“Sure—if you want the one that’s missing your record-breaking sales and has three different company start dates.” (I didn’t laugh. Barely.)
Finally, she sat down with me and we got real numbers.
We modeled the deal.
The investor was in.
Until they met Bozo.
One meeting with her CFO—and they walked.
She ended up waiting two more years to exit…and took over $1 million less.
That’s how much her management team cost her.
So here’s your gut-check:
Would anyone pay top dollar for the team under you?
If the answer’s no—you know where to start.
Take the 60-Second Business Exit Readiness Survey.
Find out if you’re sitting on an asset…Or babysitting a job you own
P.S. I’m not the “systems guy,” “process guy,” or “finance guy.” I’m the “build real equity in your business” guy—so you can start living your best life now and exit on your own terms later.
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