For advisors
Make your clients' businesses worth more.
Your method builds the engine. We make the business stable, scalable and transferable, so the owner has real options when the time comes: sell, hold or hand down.
So you know where we fit before you refer anyone.
One result: a 2X valuation on the cash flow added
Where we sit
A different seat at the same table.
We stay in our lane.
No valuations, tax, legal or deal work. That's yours. We work on how the business runs.
One quarterback, one channel.
In week 1 we map every advisor around the owner, so nobody steps on anyone's work.
Your client stays your client.
You stay in the loop on what we find, with the owner's OK.
How it fits
Your work, our work, the owner's options.
Your seat
The plan, the numbers, the deal.
- Exit and succession planning
- Valuation, tax and legal
- Finance, insurance and wealth
Our seat
How the business runs.
- Stable: it runs on a system
- Scalable: it grows without the owner
- Transferable: it hands over cleanly
The result
The owner has options.
- Sell
- Hold
- Hand down
When to refer
Three moments it helps most.
The owner usually says it first: "I can't be the only person who knows all of this."
How to refer
One link. We take it from there.
1
Send the free audit.
Share thinkadaptbuild.com/operational-debt-audit. It takes the owner about 5 minutes and they get a report right away.
2
We talk with the owner.
A 30-minute results conversation about what the report shows.
3
You hear what we found.
With the owner's OK, we share the findings and the next step, or an honest "not yet".
Want your own tracked link and a one-page summary to hand clients? Ask on our call.
Questions
Questions advisors ask.
Do you compete with what I do?
No. We don't value, sell, insure, invest or advise on tax or law. We work on how the business runs, which makes your work easier to finish.
What happens if the owner isn't a fit?
We tell them honestly, give them a clear next step, and point them to the right help where it helps.
Do you need to know the deal details?
Only what the owner chooses to share. We work from how the business runs, not the deal terms.
What does it cost the owner?
The audit is free. Any paid work comes after a Diagnostic shows it's worth at least 3 times what it costs, on the owner's own numbers.
Let's compare notes
30 minutes, no pitch.
Tell us how you work with owners. We'll tell you where we fit, and where we don't.
So you know where we fit before you refer anyone.
One result: a 2X valuation on the cash flow added