Results

Proof over promises.

Numbers from the last two decades — and a handful of recent engagements, told plainly.

$450M+
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, Global Logistics Corp
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
Forbes LiveChiefTEDxSBA NationalGoldman 10KSBUS ChamberSXSWVistage

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