Pre-sale value creation · Tampa

Three times the number. Built before the sale.

Valuation from the buyer's side of the table, then the operating and AI work that moves EBITDA before a banker sees it.

Enterprise value Model
Today 1.0× Sale-ready 3.0×
7.0x average deal multiple GF Data, Q2 2026 57% of advisors: valuation misalignment kills deals Axial, 1H 2026 1 in 3 signed LOIs never closes Axial, 2025 78% of owners: no pre-sale value work Exit Planning Institute, 2025

01

The number is decided before the buyer shows up.

57%

of advisors: valuation misalignment is the #1 deal killer, up from 28%.

Axial, 1H 2026

1 in 3

signed LOIs never closes. 21% trace to EBITDA that was not real.

Axial dead-deal report, 2025

78%

of owners have done no pre-sale value work. 5% have an exit team.

Exit Planning Institute, 2025

02

Three steps. One number.

  1. 01

    Readiness

    Valuation the way a buyer's diligence team does it. The gap, in writing.

  2. 02

    Acceleration

    Operating and AI systems installed where EBITDA actually moves. We stay until it does.

  3. 03

    Exit

    Clean books, documented add-backs, a company that survives diligence. Your banker runs the sale.


03

AI raises EBITDA. The multiple is the buyer's job.

McKinsey, 2026: internal-productivity AI earned no valuation premium. The lift shows up only in revenue or EBITDA.

  • Sales follow-up
  • Lead qualification
  • Collections
  • Service deflection
  • Back-office close
  • Procurement pricing

Benchmark range 5–15% revenue lift. 300–1,000 bps of EBITDA margin. HCL / industry benchmarks, 2026


04

Who sends us companies

Investment bankers

Owners you sent away for two years, returned sale-ready.

Private equity

First look before auction. Sprint on the longest-held portco.

CPA & QoE firms

You keep the client and the sell-side QoE.

Wealth & estate

Bigger check at close. Gifting window opens pre-sale.

Lenders

Cleaner EBITDA, less owner risk, borrowers that close.


05

Numbers we have moved.

12 yrs

operating inside growth-stage companies

9 yrs

valuation and purchase-price work, Tampa CPA firm

$129K/mo

revenue from zero in under ten months

−53%

cost per qualified lead, enterprise software


06

Two partners. One number.

Maria Alejandra Velasquez

Managing Partner, Valuation & Exit Strategy

Nine years of valuations and deal structuring in a Tampa CPA firm.

Ty LeLeux

Managing Partner, Operations & AI

Twelve years installing the operating systems that move EBITDA.


07

Start with the number.

Sixty seconds. No call required.