Exit-Readiness Consulting with Operations Integration
Preparing Small Businesses to Sell — With Stronger Operations, Better Valuation, and a Smoother Transition.
Clarke Evolution Partners bridges the gap between where your business is today and what buyers expect at sale.
Our Exit-Readiness + Operations Integration Model
We combine operational auditing, organizational design, and change management methodologies to create a complete, implementation-ready path to sale.
Phase 1
Operational & Organizational Assessment
- Full operational audit (or mini audit if appropriate)
- Gap analysis & risk review
- Workflow and process evaluations
- Review of team structure and job descriptions
- System and technology assessment (Uses the same data-driven diagnostic approach found in the Clarke OCM and operations review documents)
Phase 2
Operational Infrastructure Buildout
- SOP creation and documentation
- Workflow redesign
- Technology alignment and cleanup
- Organizational structure optimization
- Policy and compliance updates (Modeled on “Organizational Design” and “Process/Systems Review” tasks from your OCM proposal)
Phase 3
Change Management for Transition
- Preparing the owner, leadership team, and staff
- Communication planning and transition messaging
- Training and readiness support
- Identifying new owners’ operational expectations (Aligned with readiness, sponsorship, and training pillars)
Phase 4
Exit Preparation
- Building the documentation library buyers require
- Creating a due-diligence-ready operations package
- Ensuring workflows, roles, and processes are “transferable”
- Strengthening the business narrative for buyers
Phase 5
Broker & Transaction Support (non-legal)
- Supporting brokers with operational insights
- Answering operational questions during buyer due diligence
- Ensuring your business presents as “ready on day one”
Why Our Approach Works
Buyers pay for:
- Clean operations
- Documented processes
- Predictable performance
- A team that can run the business without the owner
Discover how we can help
Ready to grow? Let’s create a strategy tailored to your success. Get started today!