The SCORPII Method
A structured engagement that takes a business from undocumented and unsellable to documented, acquirable, and commanding the valuation it deserves.
Most businesses are worth significantly more than they can prove on paper. The gap is almost never about revenue or profit. It is about documentation, systems, and transferability. We close that gap in structured phases. By the time a buyer shows up, there is nothing to surprise them.
Discovery and Assessment
A 90-minute structured consultation and a written assessment report.
We work through every function of the business: operations, finance, sales, delivery, HR. We map what is documented and what lives in your head. We identify the three to five areas of key person risk that are most likely to suppress your valuation or cause a deal to fall apart.
No commitment attached. If the report isn't compelling, you don't proceed. Most clients do.
- ✓Business Readiness Score (0-100)
- ✓Gap report: undocumented processes, risks, dependencies
- ✓Recommended roadmap with scope and investment estimate for Phase 2
The 90-Day System and Documentation
We install the 90-Day System, a structured planning and execution framework, and document all core processes.
The 90-Day System is a quarterly planning and execution framework that gives your leadership team a shared operating rhythm. Clear priorities every quarter, measurable KPIs reviewed weekly, and a disciplined process for resolving what is in the way. For a business sale, it answers the question buyers care most about: "Will this still work when the founder leaves?"
Output: A business that runs on a system. Not on you.
- ✓Annual Plan: core purpose, values, 3-year targets, 1-year priorities
- ✓Quarterly priorities with single owners, due dates, and success criteria
- ✓Health scorecard with weekly KPIs for every business function
- ✓Accountability map showing who owns what across the business
- ✓Minimum 20 core SOPs covering every major process area
- ✓Weekly leadership meeting structure and first two facilitated sessions
Digital Infrastructure Build
We deploy a custom digital operations platform. This is the artifact buyers walk into.
When a buyer completes due diligence and takes over, they get a login URL. Not a folder of PDFs. Not a list of phone numbers to call. A live, operational system they can use from day one. This removes the "what happens after I buy it" risk, a significant deal accelerator.
- ✓Branded internal operations app (knowledge base + planning dashboard)
- ✓Every SOP published as a searchable KB article
- ✓Annual plan, priorities, scorecard, issues log populated and live
- ✓CRM sub-account configured: contacts, pipeline, automations
- ✓Client training session
- ✓Handover documentation package
Ongoing Maintenance and Handover Readiness
Monthly retainer that keeps everything current and prepares buyer-facing documentation when a deal is active.
Most clients stay active through closing. The retainer is monthly and can be cancelled at any time, but the value compounds as the system matures and the deal gets closer.
Cancel anytime. Most clients stay through closing.
- ✓Monthly check-in and update session
- ✓SOP maintenance as the business evolves
- ✓Scorecard and data review
- ✓Buyer-facing documentation package when deal is active
- ✓Available for buyer Q&A during due diligence
- ✓30 days post-sale transition support for new owner
Start with an assessment. See what the gap looks like.
$2,500. Written report. Business Readiness Score. Recommended roadmap. No commitment to next phases until you've seen it.
Book your assessment