Transaction Readiness

Every founder or owner will eventually exit their business.  Will you be ready when the time comes?

Transaction Readiness is a comprehensive advisory service that prepares an entrepreneur for a successful exit

Ready to maximize the value

of your business?

We are the trusted CFO partner for businesses of all sizes and specialties


“The Milestone team has extensive transaction experience and can play an invaluable role in helping business owners prepare for a successful exit. ”

Doug Conner Co-Founder / Partner – EO Advisors

“Pat and the Milestone team are fantastic. There are a tremendous number of moving parts involved in any transaction. Working with an advisor that has both operational and M&A experience is critical. I highly recommend Pat and his team.”

Al Hubbard Founder & Chairman – E&A Companies

Will you be ready for an exit?

Source: 2022 KeyBank Study

Our Approach


We learn about your business . . .

Seek first to understand. It’s one of our mantras at Milestone.  We don’t believe in one size fits all, so we spend time upfront to understand the nuances of your business, starting with a comprehensive assessment of the Accounting, HR, and Revenue functions.


You learn about the process . . .

We believe it is important for you to have a thorough understanding of the entire process, so you know what to expect.  We will walk you through the timeline from start to finish, including a comprehensive overview of key milestones and deliverables.  


A good strategy starts with the end in mind.  We will work with you to define the desired outcome and then build our strategy to achieve those results, including:  


  • Key financial indicators

  •   • Revenue & EBITDA optimization plan
  •   • Detailed financial projection model
  •   • Ideal buyer profile
  •   • Baseline and target business valuations


The execution phase will be highly customized to your business based on what we learn in the Discovery phase and the plan we outline in the Strategy phase, including:


  •   • Detailed action plan 
  •   • Financial reporting/management dashboard
  •   • Proforma capitalization table/waterfall analysis
  •   • Comprehensive data room materials
  •   • Go-forward action plan

Get Started!

Maximize your business valuation.

Get in touch with a Milestone team member.