Draft for Mike's review. Not yet approved by Mike.
Buyer's Eye Review DRAFT
Offered by Nexus Advisory
See what depends on you. Plan the handoff.
See what depends on you, what is documented and what needs attention before a handoff.
What gets overlooked
You built a business that works. Look at what still needs you in the room: an old system, an agreement nobody has reread, a process only you can explain. Review the records, responsibilities and handoffs before deciding what comes next.
What you get
Value assessment
A plain-language review of how ready your business is to hand off and what stands in the way.
Fix scan
A look across systems, agreements and responsibilities that could stand in the way of a handoff.
A short priority list
The fixes to consider first, ranked by effort, cost and relevance to the handoff.
If you want help carrying them out, I can stay on as a fractional executive.
Twelve areas. One fix scan.
Look across the work, the records and the handoffs.
- Technology modernization
- Process re-engineering
- Contract renegotiation (vendors, leases, customer terms)
- Pricing and margin by customer and product
- Recurring revenue (service plans, maintenance agreements)
- Customer concentration
- Owner dependence (what breaks when you step away)
- Financial reporting a buyer will trust
- Cash flow (billing, collections, payment terms)
- Payment processing and banking costs
- Key staff retention and documented know-how
- Licensing and compliance housekeeping
Why Mike
- Two decades running large operations: Wise, Goldman Sachs (Marcus and Apple Card), Discover (as Chief Digital Officer) and Bank of America/MBNA.
- A buyer's eye. I've evaluated many Central Texas businesses through a buyer's lens.
- My client agreement includes a no-bid commitment: I will not bid to buy any business I advise.
- Local. Based in Austin.
| Step | What happens | Timing |
|---|---|---|
| 1. Intro call | We talk about your business and whether this fits. | [30 minutes] |
| 2. Assessment and fix scan | I review your financials, contracts and operations, and meet with you and key people. | [X weeks] |
| 3. Readout | You get the readiness findings and ranked fix list, in plain language. | [1 meeting] |
| 4. Optional: fixes | I help you carry out the top fixes as a fractional executive. | [Monthly, as needed] |
Fees and timing
[Assessment fee: TBD]
[Fractional engagement: TBD]
Assessment and fix scan: [X weeks]
Start with a conversation.
Let's talk about how ready your business is to hand off and what stands in the way.
Request a fit callThis request opens our contact form. It does not reserve a time.