57%
of advisors: valuation misalignment is the #1 deal killer, up from 28%.
Axial, 1H 2026Pre-sale value creation · Tampa
Valuation from the buyer's side of the table, then the operating and AI work that moves EBITDA before a banker sees it.
01
57%
of advisors: valuation misalignment is the #1 deal killer, up from 28%.
Axial, 1H 20261 in 3
signed LOIs never closes. 21% trace to EBITDA that was not real.
Axial dead-deal report, 202578%
of owners have done no pre-sale value work. 5% have an exit team.
Exit Planning Institute, 202502
Valuation the way a buyer's diligence team does it. The gap, in writing.
Operating and AI systems installed where EBITDA actually moves. We stay until it does.
Clean books, documented add-backs, a company that survives diligence. Your banker runs the sale.
03
McKinsey, 2026: internal-productivity AI earned no valuation premium. The lift shows up only in revenue or EBITDA.
Benchmark range 5–15% revenue lift. 300–1,000 bps of EBITDA margin. HCL / industry benchmarks, 2026
04
Owners you sent away for two years, returned sale-ready.
First look before auction. Sprint on the longest-held portco.
You keep the client and the sell-side QoE.
Bigger check at close. Gifting window opens pre-sale.
Cleaner EBITDA, less owner risk, borrowers that close.
05
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
Managing Partner, Valuation & Exit Strategy
Nine years of valuations and deal structuring in a Tampa CPA firm.
Managing Partner, Operations & AI
Twelve years installing the operating systems that move EBITDA.