1. Buyer's-Eye Brand Audit
Before we change anything, we read your company the way an acquirer's analyst does. Your website, your Google reviews, your sales pages, your social proof, your press, your deck, your top three landing pages — all of it.
You receive a written scorecard with what's helping your multiple, what's hurting it, and the priority order to fix things. This audit is also available as a stand-alone deliverable for owners who want to know what would help before committing to the full engagement.
- Buyer-perception scorecard across 12 dimensions
- Competitive read against the three acquirers most likely to buy you
- Diligence-ready issues list (what a buyer will flag and discount)
- Recommended sequence and which fixes pay back first
2. Repositioning & Messaging
Most small businesses describe themselves the way the founder thinks about the business. Acquirers want to read about the business they're buying — its category, its differentiation, its proof, its transferability. We rewrite the positioning to match.
- Sharpened category statement (what you actually are, in plain English)
- Differentiation hierarchy — the three things a buyer should remember
- Audience-side messaging (the customer pitch) and buyer-side messaging (the acquirer pitch)
- Tagline, headline architecture, value-prop ladder
- Proof inventory — claims paired with evidence, ready for the CIM
3. Identity Refresh
A refreshed visual identity designed to outlive the founder. We don't reinvent the brand if the equity is real — we sharpen it, modernize it, and make it transferable on day one.
- Logo refresh or rebuild (with name retained unless you're renaming)
- Color system, typography pairing, photographic direction
- Icons, signage cues, social profile assets
- Brand guidelines PDF ready for the acquirer's marketing team
4. Pre-Sale Website
A new, conversion-focused website written to read well to two audiences at the same time: your customers (so the business keeps performing through the sale process) and your acquirer's diligence team (because they Google you before the call).
- 25 pages (Showroom) or 40+ pages (Concierge), structured for SEO and AI search visibility
- Fast, mobile-clean, accessible, indexed properly
- Clear about-us, services/products, customers, evidence, and contact paths
- CMS hand-off so your team — or the buyer's team — can update post-close
- Analytics and tracking wired in, so the buyer sees real traffic data
5. Sales & Pitch Collateral
The artifacts a broker, banker, or interested buyer will actually open during the process. Built to match the new brand and to make your numbers look like they belong to a polished, mature company.
- One-page company overview (used in early buyer outreach)
- Capabilities deck for direct buyer conversations
- Branded templates your broker can drop the CIM contents into
- Email signatures, proposal templates, invoice/document templates
6. Acquirer Handover Package
What every acquirer wants and almost no seller delivers: a single, organized package of brand assets the new owner can run with on day one. This alone has closed deals.
- Brand guidelines PDF
- Logo files in every format the acquirer will need
- Editable templates (deck, document, email)
- Domain and DNS notes, CMS credentials, font licenses
- Photo and video asset library, organized