Owners
A year or two from a sale. See what a buyer will discount while there is still time to fix it.
We maximize enterprise value for an exit in a post-AI world.
The Transfer Value Assessment
Does the value transfer, and how much of it is real?
QoE proves the earnings. We show how much of them survives the handoff, in dollars, in ten business days.
Built by an operator who has been the seller, the buyer, and the one who stays after close to make it work, across more than 25 acquisitions.
The Transfer Value Assessment. Ten business days. $7,500. One intake document, no interviews. The fee credits toward the next step.
The fourth workstream
Financial, legal and commercial diligence read what's written down. Nobody reads who the business actually runs on. Undocumented gets discounted.
The fourth workstream
Financial, legal and commercial diligence read what's written down. Nobody reads who the business actually runs on. Undocumented gets discounted.
Evidence, not opinion
Same inputs, same score, every time. A buyer can check the work.
Evidence, not opinion
Same inputs, same score, every time. A buyer can check the work.
AI: real or imaginary
By AI, we mean the workflows a company has built on top of the tools, not the tools themselves. Invisible AI is real value, just not the company's value: it might drive home with an analyst on Friday. We sort it before the buyer does.
AI: real or imaginary
By AI, we mean the workflows a company has built on top of the tools, not the tools themselves. Invisible AI is real value, just not the company's value: it might drive home with an analyst on Friday. We sort it before the buyer does.
Who it is for
Sell-side advisors and CFOs
Preparing a CIM. Test the claims before a buyer does.
Buyers, sponsors and lenders
Between LOI and close. Ten business days fits inside exclusivity.
When to use it
- 12 to 24 months before a sale
- Find it while there is time to fix it
- Before the CIM goes out
- Make sure the claims hold up
- LOI to close
- Know what you are buying before you price it
- After close
- Check that the value is holding
The three questions a buyer is really asking
Can the value transfer?
Will it hold?
Who actually runs this?
If the answer is you, the buyer pays less.
VGS & Day Two
The Transfer Value Assessment answers two questions: can the value move to a new owner, and will the business keep delivering after the sale? VGS and Day Two examine each question separately, alongside the dollar value at risk.
VGS
Valuation-Grade Succession
Can the value transfer?
If the owner steps away, can others keep the customer accounts, decisions, essential work and AI workflows running? VGS examines the evidence and shows where value still depends on particular people.
Day Two
Continuity after the sale
Will the value hold?
Once the business changes hands, is it delivering what the buyer expected? Day Two examines how the business is running after the sale to show what is holding, where disruption could reduce value, and what needs attention.
How VGS and Day Two work together →
One Assessment intake. Two separate scores, reported beneath the dollar result. Findings guide Plan and Runway, and Day Two measures help the buyer verify that value is holding.
How it works
- The Transfer Value Assessment
- Find the exposure and receive a validated Proof Pack.
- Plan and Runway
- Address the findings in order, then reassess.
- The Lift
- A share of Transfer Value created at close, with a retainer.
Start with the Assessment
Preparing a company for an exit?
Fill out the Assessment inquiry formKnow an owner a year or two from market?
Send them my wayThe art of the transferable story in a post-AI world
Read Stephen Murray’s article on the transferable story.
Download article (PDF)