Exit readiness, tax strategy, and M&A advisory from the same CFO who knows your numbers best.
Cleaner numbers, better forecasts, margins you can explain. Essential, and it’s what our monthly CFO work delivers.
Value that survives due diligence without the owner in the room, not value that lives in your head, your relationships, and your daily judgment calls.
Does the business run, win work, and make decisions without you?
Will your statements, WIP, and margins hold up under diligence?
Is there a team that can lead after the transition?
How exposed is revenue to a handful of customers or GCs?
Is how you estimate, build, and bill documented and repeatable?
How visible is next year’s revenue to someone new?
The Exit Assessment is never bundled into your CFO retainer. Separate scope, separate engagement letter, separate fee.
A focused discussion about your goals, timeline, and what an exit on your terms would look like.
A structured diagnostic that names where your transferable value lives, where it leaks, and what to build next.
Structured runway work that turns the assessment’s gaps into value, coordinated with your CFO work.
Methodology credit. SNB applies the proven Exit Factor Assessment inside our CFO practice, delivered with our embedded team at Exit Factor of Scottsdale, led by John Wiley. Their methodology and credentials, combined with our knowledge of your numbers.
Working with our trusted tax strategy partner, we build tax planning into your forecast so every major decision is made with its tax impact in view.
Talk tax strategyYear-round planning tied to your budget and cash forecast.
Review whether your structure still fits how you operate and grow.
Estimated tax built into cash flow. No April surprises.
Identify credits relevant to your industry, including energy and equipment.
Time vehicle and equipment purchases with tax and cash in mind.
Consider tax outcomes years before a sale or transition.
Results-driven, tailored, and transparent guidance from valuation to closing.
Strategies to optimize business value and reach your long-term goals.
Decide which parts of the business to retain or sell.
Industry knowledge and networks to reach qualified buyers.
Every aspect of the transaction, from valuation to closing.
Every decision and transaction supports sustainable growth.
Personalized guidance for owners and investors.
Restore financial stability and position the business to grow.
Minimize taxes and maximize efficiency through the deal.
Find out where your transferable value lives, and what it would take to exit on your terms.
Book a ConversationCash flow, margins, WIP, and reporting you can trust.
Book a Strategy Call