A personalized review of your construction business by a senior preparation advisor. You submit evidence; we interpret it, rank the real blockers, and hand you a 30/60/90-day roadmap on a live debrief call. Built for owners who are six to eighteen months from a real conversation with a buyer.
The Diagnostic is for owners who can feel that preparation isn't a “someday” question anymore — and who don't want to guess about what matters most.
You receive the 46-question questionnaire and a secure folder for your supporting documents — financials, contracts, org chart, licenses.
A senior advisor reviews your submission, flags conflicting or uncertain answers, runs a light evidence check, and prepares a ranked blocker list.
30-minute live call. We walk through your scorecard, your top blockers, and your 30/60/90-day roadmap. You leave with a one-page summary.
A Snapshot tells you where you stand in broad strokes. The Diagnostic tells you exactly which blockers are costing you the most — and which ones to fix first.
Two to three weeks from the time you submit the questionnaire and supporting documents. The debrief call is scheduled for the end of that window.
Three years of P&L and balance sheet, a customer concentration summary, your largest contracts, your org chart, and your license/insurance documents. A full list is provided after purchase. Missing items are not disqualifying — they're useful signal.
Not required, but recommended. If you've taken the free Snapshot we'll carry your answers forward so you don't repeat work. Either way, the Diagnostic stands on its own.
No. The Diagnostic is an operational preparation review. We'll flag compliance red flags and point you to the specialist work that belongs with attorneys, CPAs, or appraisers. We stay in our lane on purpose.
If you submit your questionnaire and evidence and feel the final report misses the mark, we'll review the work and either revise it or refund the engagement. We'd rather get it right than keep the money.
A personalized review of your business by a senior advisor — plus a prioritized roadmap you can actually act on. $1,950 one-time.