Commercial services

A commercial services company building toward exit, Alberta

Client identity anonymized pending approval. Numbers reported as governed by the engagement.

The stakes

$1M+
Sellable-valuation target

The owner wants out within an exit window, not a fire sale. Buyers pay for recurring contracts, systems that run without the owner, and numbers they can audit. They discount everything that lives in the owner’s head. The job is to move the business from the second category to the first before the window closes.

The plan

Named. Dated.
A number on it.

Exit-Ready Growth Plan: grow revenue and build sellable valuation at the same time. Recurring commercial contracts weighted over one-time jobs. Every process documented and automated. A reporting stack a buyer’s accountant can walk through in an afternoon.

The system built

  • Database Reactivation. Segmentation and AI-driven re-engagement of a dormant commercial client base
  • Paid Digital Acquisition. Geo-targeted campaigns weighted toward recurring contract value
  • Attribution Intelligence. Revenue by client, channel, and contract type, audit-ready
  • The AI Operating System. Sales process automation and the reputation engine, removing the owner from day-to-day sales

From the engagement

Recurring revenue dashboard
Exit-Ready plan excerpt (redacted)
Owner-dependency audit diagram

Dashboards and plan excerpts shown to qualified prospects on the deep dive.

Results to date

$1M+
Sellable-valuation target governing the engagement
0
Sales processes that still depend on the owner’s phone
12 mo
Of clean, attributable revenue reporting and counting

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