Build Momentum. Drive Value.

A strategic framework to unlock meaningful growth, build lasting enterprise value, and position your business for what’s next—whether that’s attracting investment, planning succession, or preparing for a successful sale.

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• Strategic growth & financial roadmaps

• Pricing, profitability & margin optimization

• Operational design for growth

• Financial architecture & performance management

• People strategy & leadership assessment

• Strategic positioning & scalable growth pathways

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Monthly fixed-price engagement over 6 or 12 months

Prepare for Transition. Maximize Value.

Maximize value and navigate the full sale journey with precision—from buyer identification and positioning to diligence, negotiation, and close. Protect your legacy while unlocking the next chapter with confidence and clarity.                      

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• Services offered through Sagewood Business Advisors where Tiffany also serves as an exit strategist and transaction advisor

• Exit readiness & strategic positioning

• Navigate the journey—from buyer identification to diligence, negotiation, and close

• Owner advocacy & legacy preservation    

 

Success fee with monthly payments

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Honor Legacy. Scale for the Future.

Drive post-sale success through aligned leadership, integrated systems, and cultural continuity—supported by a finance function built for scale. Deliver investor-grade insights and reporting to ensure visibility, stability, and scalable growth

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• Leadership alignment & transition

• Systems Integration & optimization

• Cultural continuity & change management

• Professional finance function designed for scale

• Operational roadmap & cross-functional execution

• Team empowerment & scalable processes

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Monthly retainer or fixed project fee