Most deals don't fall apart because the business is unprofitable. They fall apart because something surfaces during diligence that was not expected.

What We Do

A Profitable Business Is Not
Automatically a Sellable One

Most business owners assume that if the business is making money, it will sell. A serious buyer sees it differently. They are evaluating whether the business can survive the transition — whether it runs without you, whether the financials hold up under scrutiny, and whether the documentation exists to give a new owner confidence.

Mahoney Road works with independent business owners to close that gap. We evaluate your business through the same lens a buyer will use during due diligence, identify the risks and gaps that would kill or discount a deal, and deliver a Roadworthy Report with clear recommendations ranked by deal impact — before you ever go to market.

We serve business owners nationwide. All advisory work is conducted remotely through focused working sessions designed to be efficient and fit around your schedule.

What Surfaces Late

  • Financial records that do not hold up under scrutiny
  • Owner dependencies that do not transfer cleanly
  • Missing documentation that slows, weakens, or stalls the process
  • Operational, legal, or continuity risks that create doubt at exactly the wrong time

What Buyers Do With That

  • Renegotiate the price
  • Ask for concessions, holdbacks, or additional protections
  • Delay the deal while they investigate further
  • Walk away entirely
What We Evaluate

The Seven Dimensions
Every Serious Buyer Examines

Every Mahoney Road engagement evaluates your business across the same seven dimensions that drive due diligence — the areas that determine risk, whether a deal can close, and what a business is actually worth to a buyer.

01

Financial Integrity

Credible financial records, defensible earnings, and reporting that holds up under scrutiny. Weak financial visibility creates deal risk fast.

02

Operational

Core processes must be documented, repeatable, and not held together by memory, workarounds, or daily owner intervention.

03

Team & Leadership

Management depth, role clarity, and leadership continuity matter. If too much of the business depends on one person, the transition becomes a risk.

04

Customer Stability

Customer concentration, revenue durability, and relationship continuity all affect how a buyer prices risk. Fragile revenue is a major pressure point in diligence.

05

Compliance & Risk

Contracts, licenses, legal structure, insurance, and supporting documentation need to be current, defensible, and ready for review.

06

Growth Infrastructure

Your digital presence, systems, tools, and market positioning all shape how the business is perceived. Weak infrastructure raises questions about resilience and upside.

07

Transferability

A business must continue under new ownership. Access, continuity, facilities, lease issues, and owner dependency all affect whether that transition can happen cleanly.

The Deliverable

More Than a Roadmap.
A Buyer-Level Readiness Analysis.

The core deliverable inside a Focused Track or Comprehensive Track engagement is the Roadworthy Report. This is where the work comes together. It shows you how your business holds up under real buyer and lender scrutiny, where the risks are hiding, and what needs to change to make the business more transferable, more defensible, and easier to finance.

It includes a clear action plan — but it is more than that. It is a thorough analysis of your business through the lens of diligence, designed to surface the issues that create price pressure, reduce buyer confidence, slow financing, or derail a deal altogether.

And even if you do not sell right away, the value does not disappear. The same recommendations that make a business more attractive to a buyer often make it stronger, cleaner, and easier to run for the current owner too.

Not Ready for the Full Engagement?

Start Smaller. Get Compass Brief.

Most owners aren't ready to commit to a multi-month engagement the first time they think seriously about selling. Compass Brief is a single recorded working session, at least 90 minutes, covering all seven dimensions — entirely conversational, no documents required — followed by a written brief a few business days later, after consultant review and approval. It won't replace the depth of a full Roadworthy Report, but it will tell you, plainly, where you actually stand.

Discussed and confirmed during your free consultation. $695, due when you book your session — recorded, with your written brief delivered a few business days later, after consultant review and approval. If you move into a Focused Track or Comprehensive Track engagement within 90 days, that $695 comes off your first payment.

Pricing & Options

Find Your Starting Point. One Framework.

Every engagement — from a single working session to a full multi-month process — is built around the same seven-dimension framework. The difference is depth, timeline, and what stage you're actually at.

Entry Point

Compass Brief

Any Business, Any Stage

$695

One payment, due when you book your session.

A single working session, at least 90 minutes, recorded.

Written brief delivered a few business days later, after consultant review and approval.

  • A single recorded working session, at least 90 minutes, covering all seven Strategic Dimensions
  • Entirely conversational — no documents or financials required
  • Each dimension tagged Quick Fix, Structural, or Looks Solid
  • Cross-dimension synthesis — how your findings connect
  • Written brief delivered a few business days later, after consultant review and approval
  • $695 credited in full toward Focused Track or Comprehensive Track if you sign within 90 days
Take the Assessment

Track One

Focused Track

$500K – $1.5M Annual Revenue

$4,997

Three milestone-based payments.

Due at agreement signing, midpoint milestone, and report delivery.

Most engagements are completed within 10–14 weeks.

  • 15-question Starting Point Assessment and one-on-one Initial Consultation
  • 2 phases of data collection and analysis
  • 4 live advisory sessions — scheduled at phase milestones, focused on interpretation and decision-making
  • Roadworthy Report with a readiness tier — Critical Risk, High Risk, Developing, Transaction-Ready, or Transaction-Strong — across all seven dimensions, flagged risks, gap analysis, and a three-tier action plan
  • Financial Organization Assessment
  • Process Documentation Assessment
  • Document Vault Gap Analysis
  • Organized document vault with the Essential due-diligence baseline documents, collected progressively
  • Transition Playbook with strategic audit reflected in the report
  • Consultant-reviewed meeting summaries delivered within 24 hours after each live session
  • 30-day and 60-day momentum calls to maintain progress after report delivery
Take the Assessment

Track Two

Comprehensive Track

$1.5M – $5M Annual Revenue

$8,997

Three milestone-based payments.

Due at agreement signing, midpoint milestone, and report delivery.

Most engagements are completed within 14–18 weeks.

  • Everything in Focused Track, with greater depth and broader scope
  • 3 phases of data collection and analysis
  • 5 live advisory sessions — scheduled at phase milestones, focused on interpretation and decision-making
  • Expanded Roadworthy Report with a readiness tier across all seven dimensions, flagged risks, gap analysis, and a three-tier action plan
  • Deeper Financial Organization Review focused on record quality, documentation gaps, and financial clarity issues that affect diligence
  • Operations Excellence & Transferability Assessment
  • Comprehensive Document Vault Gap Analysis
  • Digital Presence & Brand Review
  • Organized document vault with the Critical due-diligence baseline documents, collected progressively
  • Transition Playbook with strategic audit reflected in the report
  • Consultant-reviewed meeting summaries delivered within 24 hours after each live session
  • 30-day and 60-day momentum calls to maintain progress after report delivery
Take the Assessment
What Mahoney Road Does — and Doesn't Do
We assess, organize, document, and prepare. We do not provide business valuations, financial or tax advice, legal advice, or guarantees of sale outcomes. When you need a CPA, attorney, appraiser, or broker, we refer you to qualified specialists in our network.
How It Works

A Defined Process.
No Open-Ended Consulting.

Every engagement follows the same five phases — from your Starting Point Assessment through report delivery and post-delivery momentum calls. Clear milestones, specific deliverables, and a fixed timeline so you always know where you are and what's coming next.

Common Questions

Questions About
Our Services & Process

Compass Brief is a single recorded working session, at least 90 minutes, covering all seven Strategic Dimensions, followed by a written brief a few business days later, after consultant review and approval — no documents, no multi-week process. It's a good fit if you want a first honest read before committing further. The full engagement goes deeper: document-backed findings, formal readiness tiers, and a three-tier action plan you can actually work from. If you move into a Focused Track or Comprehensive Track engagement within 90 days of Compass Brief, the $695 is credited in full toward your first payment.

Compass Brief is $695, discussed and confirmed during your free consultation, due when you book your session. The Focused Track is $4,997 for businesses with $500K to $1.5M in annual revenue. The Comprehensive Track is $8,997 for businesses with $1.5M to $5M in annual revenue. Focused and Comprehensive Track are paid in three milestone-based installments — due at agreement signing, midpoint milestone, and report delivery — so you are never paying for work that has not been done.

The Focused and Comprehensive tracks are segmented by annual revenue because the complexity of the work scales with the size of the business. Focused Track is built for businesses generating $500K to $1.5M. Comprehensive Track is built for $1.5M to $5M. If you're not sure yet, or want a lighter first step, Compass Brief works for any business at any stage. The best first move either way is to take the free Starting Point Assessment — it takes about 10 minutes and gives us both a clear picture of where your business stands before we discuss what makes sense.

A broker's job starts after you decide to sell — they list the business, find buyers, and earn a commission at closing. Mahoney Road's job ends before a broker's begins. We prepare the business for the scrutiny it will face once it's in market. There's no overlap and no conflict — in fact, owners who prepare first tend to get better outcomes when they do work with a broker. A business that holds up in diligence is a business that closes.

Compass Brief is a single session, with a written brief delivered within a few business days. Focused Track engagements are typically completed within 10 to 14 weeks. Comprehensive Track engagements are typically completed within 14 to 18 weeks. Exact timing for the full engagement depends on responsiveness, document availability, and how quickly we can move through each phase and live session milestone. The 30-day and 60-day momentum calls extend the support window beyond the core engagement.

You receive the Roadworthy Report, a three-tier action plan, and a clear picture of what needs to change before you go to market. You also receive 30-day and 60-day post-delivery momentum calls to maintain progress, answer questions, and adjust priorities as needed.

More questions? Visit the full FAQ page →

Still Have a Question?

If something wasn't covered above, reach out directly. Most questions get a response within one business day.

Contact Us
Start Here

Still deciding what fits? Start here.

The Starting Point Assessment takes 10 minutes and establishes your baseline across all seven areas of the engagement. Use it to inform the decision — and see exactly where your business stands before we talk.

15 diagnostic questions. No documents. No financials. Results delivered immediately.
No obligation  ·  No sales pitch  ·  Just clarity on where you stand