Exit Readiness

Exit Readiness Service · Transaction Solutions

Get Transaction Ready
without the Big 4 expense.

Quality of Revenue + Quality of Earnings — a unified 4-quarter service co-built with Veach AI. Defensible ARR, cohorts, and EBITDA walk your buyer’s diligence team can’t tear apart. Typical valuation at risk: $25M–$35M.

The Reality

You know this feeling.

Buy-side diligence team arrives Monday. By Tuesday they want an ARR Snowball by vintage, segment, and product — and a 3-way NRR reconciliation your board has never seen. You have three weeks to produce something you’ve never had to produce before.

⚠️

ARR Won’t Survive Buy-Side Scrutiny

Your ARR data is unaudited and inconsistent across CRM, billing, and GL. When the diligence team pulls it apart, deals delay or collapse.

🔀

Your Numbers Change Depending on Who Exports

ARR figures shift depending on the system and the analyst. Different cuts, different definitions, different totals. The buyer will find every gap.

Late Data Requests Derail the Timeline

Three-week scrambles to produce vintage cohort NRR. Every delay gives the buyer more time — and more leverage — to retrade price.

What You Don’t See Yet

The real cost isn’t the diligence. It’s the $25M haircut.

The Stakes

A $50M ARR at 12x = $600M

Then diligence finds a 13-point NRR spread, 22% EBITDA adjustments, and a 3-week scramble to produce a basic cohort analysis. Multiple retrades to 9x. You just lost $150M before anyone signed anything.

The Risk

Diligence teams aren’t looking for yes.

They’re looking for reasons to renegotiate. Every data gap is a $2M–$5M line item on the price adjustment memo. The best reporting infrastructure you can build is the one buyers can’t attack.

“I spent years on the buy side at PwC TMT. I’ve seen exactly what makes diligence teams nervous — and what makes them move fast.”
— Will Sullivan, Founder
Two Firms. Both Practitioners.

Built by someone who has been in the data room.

WS
Will Sullivan
Founder, Pacer AI · Quality of Revenue
Ex-PwC TMT Financial Due Diligence · West Point Graduate · $25B+ M&A · 40+ Data Cubes · 50+ ARR Snowballs
AV
Alexander Veach
Founder, Veach AI · Quality of Earnings
Ex-PwC · QoE Specialist · 9-phase algorithmic diligence methodology · EBITDA normalization · Working capital · Balance sheet validation
What You Get

Specific outputs. Not vague promises.

📊

Customer Data Cube

Unified account-product revenue from CRM + billing + GL. The foundation everything else builds on.

🌊

ARR Snowball Waterfall

Board-ready ARR decomposition by cohort, market, segment, and vintage year.

💰

EBITDA Walk

Reported → Adjusted with line-item schedule and peer benchmarking.

📈

3-Way NRR Diligence

True NRR, NRR incl. Lapsed, NRR excl. Returning — all within a 5-point spread.

📋

Full QoE Report

30–100 page buyer-ready document. Veach AI, algorithmic 9-phase methodology.

🏆

Exit Readiness Score

Unified 0–100 rubric (50% QoR + 50% QoE). Score 76+ = transaction-ready.

Customer Story

PE-backed healthtech: NRR 101% → 105% in 6 months.

“The CFO walked into sell-side diligence with a confident growth narrative — not a defensive one.”
End of hold period · preparing sell-side
+4 pts
NRR lift → multiple expansion
Frequently Asked Questions

Common questions about Exit Readiness

Four quarters end-to-end, but you can start at any phase. Most companies begin in Q1 Foundation (data cube + basic waterfall). If board-level reporting already exists, we can start in Q2 or Q3. The Q4 Transaction phase runs on-demand when the buyer’s diligence team arrives.
Big 4 QoE is a one-shot report produced during a transaction. Exit Readiness is a 4-quarter progressive program that builds the data infrastructure before diligence — so the numbers already hold when the QoE report is produced. It’s also practitioner-built (both founders are ex-PwC TMT), not a junior-staffed deliverable.
The ARR Diagnostic is $10K–$25K over 2–4 weeks. The Data Cube Build is 0.05% of ARR (minimum $25K). The Essentials platform subscription runs $70K–$78K per year. The full 4-quarter Exit Readiness Program is quoted per engagement based on scope and the Veach AI QoE component.
Ideally 12–18 months before the process starts. Six months is still workable. Under three months is triage mode — we can still help, but you lose the advantage of rebuilding data that fails diligence checks.
That’s exactly what Q1 Foundation is for. We start from wherever you are — fragmented CRM exports, inconsistent billing platforms, gaps in historical records. The first deliverable is a consistent ARR definition and the first version of the customer data cube.
Get Started

Find out where you stand.

30-minute Exit Readiness Assessment. Indicative 0–100 score. 4-quarter roadmap. No commitment.