We audit structure, finances, dependencies and potential. You walk out with an orientative valuation, the 3 bottlenecks blocking the most value, and a 90-day roadmap — actionable, not generic.
It's not for everyone. If you're in one of these situations, the 5 days are worth what they cost.
But you don't know your value, your numbers aren't tidy and you fear it leaks to the sector. The diagnosis tells you whether it's worth preparing — or whether the smart move is to sell now with a discount for urgency.
The company bills well but depends on you. You can't step away, it doesn't scale. We identify exactly which processes to document and automate to free your time.
Before raising a round, you need to know what a professional investor will discount when they see your cap table, your metrics and your team. We tell you before they do.
Everything in actionable format. No marketing slides. No empty phrases. Every claim has a number behind it.
Minimum viable figure, realistic market value, and target value if the roadmap is executed. With explicit methodology: comparable multiples, simplified DCF and sector benchmarks.
How much of the CEO's time goes to operations, which decisions require their input, which critical relationships are undocumented. The number buyers discount.
Ranked by valuation impact, not operational urgency. Each one with estimated cost of inaction in € of valuation lost per quarter.
Actionable plan with priorities, measurable KPIs and dependencies. You can execute it with your team, with us (Phase 2), or with anyone you want.
Quick audit of the documents a serious buyer would request. Gaps identified before they become dealbreakers during negotiation.
Presentation to the management team. We resolve questions. You decide whether to move to Phase 2, execute internally, or stop. No strings.
Designed not to interrupt your operations. Management dedicates 90 min the first day and another 90 min at closing. The rest, we handle with your team.
90-min session with CEO. We gather context, goals, fears. Request access to finance, CRM, tools.
Audit of last 3 fiscal years. Real margin by line. Working capital. Red flag identification.
2-3 interviews (30 min each) with operational leads. We map dependencies and real bottlenecks.
Valuation modeling. Prioritization of bottlenecks by impact. Drafting of the 90-day roadmap.
We deliver executive report + interactive dashboard. Resolve questions. You decide next step.
The diagnosis is executed by the senior team — the same people who will decide whether we engage in Phase 2 or Phase 3. No intermediaries. No telephone game.
15+ years in investment banking and mid-market M&A. Knows the actual discounts strategic and financial buyers apply.
Background in Big4 operational consulting + running own company. Understands the difference between what gets documented and what actually happens.
Specialist in AI automation, dashboards and tech stack. Identifies what can be automated before touching anything.
Real numbers under NDA. Sectors and geographies altered to preserve confidentiality.
Diagnosis identified that 70% of the founder's time was in commercial coordination. After Phase 2, valuation went from €2.4M to €3.5M in 6 months.
Diagnosis revealed that scattered tax reporting was the dealbreaker for buyer funds. Now an active acquisition candidate for a regional fund.
Diagnosis showed each location operated as an island. Centralizing cash and reporting let us present it as a franchise-ready operation.
The price starts from €500 and is confirmed in the free 15-minute strategic call, based on company size and scope. Phase 1 is the mandatory entry step for working with us — our way to guarantee we know the business before advancing to optimization or intermediation.
Bonus: if you contract Phase 2 within 30 days of finishing the diagnosis, we credit 100% of the Phase 1 fee against the implementation. In practice, if you continue with us, the audit is effectively free.
The minimum: last 3 annual accounts, monthly P&L for the latest year, current org chart, and access to your main tools (CRM, accounting). If something's missing, we adapt. It's not an audit — it's a diagnosis.
Only if you want. We can position it internally as "operational audit", "investment preparation" or whatever you prefer. Interviews with operational leads are framed as process optimization — we never mention sale.
Nothing. You keep all the deliverables and can execute them internally or with anyone. No penalties, no mandatory retainer, no exclusivity contracts. Phase 1 is 100% autonomous.
Yes — we operate in Europe, LATAM (mainly Mexico, Colombia, Argentina) and the US with Hispanic-origin clients. Bilingual ES/EN documentation. Calls in CET, EST or CDMX time.
Because a good diagnosis isn't exhaustive — it's prioritized. In 5 days we identify 80% of the critical bottlenecks affecting valuation. The other 20% are details resolved during Phase 2 if you do it. 3-month diagnostics are consulting billing hours, not useful analysis.
We validate revenue, situation and goal. If you don't fit, we point you to a free resource. If you do, we block calendar to start Phase 1 in 7-14 days.
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