Numbers from the last two decades — and a handful of recent engagements, told plainly.
$100M+
Capital Facilitated
200+
Advisory Clients
120+
Keynote Stages
15
Exits Advised
Case Studies
Three engagements. Told plainly.
Manufacturing · $12M
From owner-run to owner-optional in nine months.
A second-generation manufacturer entered the BANKREADY® cohort with 100% key-person dependency. Nine months later, the founder took a month off. Revenue up 22%, EBITDA up 31%.
+22%
Revenue
+31%
EBITDA
3.1×
Multiple lift
Professional services · $3M
AI adoption without the AI headcount.
A regional services firm cut proposal-cycle time by 62% using three targeted AI workflows. No new hires. Team morale up, not down.
-62%
Proposal time
+18%
Close rate
0
New hires
Acquisition · $8M
Buy-side win in a picked-over market.
An owner-operator client closed a bolt-on acquisition at 1.4× less than the going multiple by re-cutting the thesis and financing structure — with BANKREADY® diligence on both sides.
1.4×
Discount to market
45 days
To LOI
$1.9M
Synergy identified
In their words
What clients say.
“
The BANKREADY® framework is now the bedrock of our executive culture. It turned a good business into a bankable one.
— CEO, Jean' Austin“
We finally have a strategy the whole leadership team can run — and defend. AI is no longer a slide, it's a system.
— President, Regional Manufacturing Group“
The most useful ninety minutes any of our chapter presidents have spent this year. Practical, uncompromising, warm.
— Director, National Franchise Association
Houston Business JournalCW39KHOU 11San Jacinto CollegeTexas Southern UniversityPrairie View A&MBankers FairPush & Pour