Helping Advisors Prepare Clients for Cleaner Outcomes

PRV supports brokers and bankers when an owner is considering a sale but isn’t fully ready, or when prior deals have stalled due to execution gaps uncovered during diligence. Common issues include founder dependency, unclear operating discipline, and value drivers that haven’t been pressure-tested – all of which erode leverage once a process begins.

PRV addresses these risks through a buyer-grade exit readiness review, delivering an Exit Risk Heatmap, a prioritized readiness roadmap, and buyer-language insights that brokers can use directly in pre-market positioning and advisor conversations.

Outcomes for the Broker / Banker:

• Cleaner processes with fewer late-stage surprises
• Reduced re-trades and deal friction
• Stronger seller credibility and smoother buyer engagement

Outcomes for the Owner:

• Clear visibility into what buyers will test
• Ability to address risks on their terms, not during diligence
• Better leverage, valuation protection, and deal control

PRV supports transaction attorneys when clients are entering early LOI discussions or asking, “Are we actually ready?” Common issues include operational gaps that surface in reps & warranties, management accountability concerns, and execution risks that complicate diligence and disclosure – all of which increase legal exposure and deal friction.

PRV addresses these risks through a buyer-grade exit readiness review, delivering an Exit Risk Heatmap, a prioritized readiness roadmap, and clear, buyer-language findings that help clients address issues before they become legal problems.

Outcomes for the Attorney:

• Reduced late-stage diligence surprises
• Cleaner disclosures and fewer fire drills
• Lower transaction risk and smoother closings

Outcomes for the Client:

• Earlier visibility into operational risks
• Fewer last-minute legal complications
• Greater confidence entering diligence

PRV supports CPAs when financials are sound but execution risk remains. Common issues include EBITDA that depends on the owner, weak operational discipline behind reported numbers, and growth assumptions that aren’t operationally feasible – risks that sit outside traditional accounting scope but still impact outcomes.

PRV addresses these risks through a buyer-grade exit readiness review, delivering an Exit Risk Heatmap, a prioritized readiness roadmap, and execution-focused insights that complement QoE and valuation work without pulling CPAs out of their lane.

Outcomes for the CPA:

• Stronger credibility of the financial story
• Clear separation between financial and operational risk
• More confident advisory conversations

Outcomes for the Owner:

• Better understanding of how operations support the numbers
• Fewer surprises during diligence
• Improved alignment between financial performance and buyer expectations

PRV supports managers and advisors when exit planning assumptions depend on uncertain timing, valuation, or execution outcomes. Common issues include concentration risk tied to a single illiquid asset, unclear business readiness, and overconfidence in exit timing – all of which undermine planning accuracy.

PRV addresses these risks through a buyer-grade exit readiness review, delivering an Exit Risk Heatmap, a prioritized readiness roadmap, and objective readiness insights that improve the predictability of liquidity events.

Outcomes for the Manager / Advisor:

• More reliable planning assumptions
• Reduced downside risk to exit scenarios
• Stronger client trust during major transitions

Outcomes for the Owner:

• Clearer understanding of exit readiness
• Reduced risk of timing or valuation surprises
• Greater confidence in planning decisions

PRV supports bankers and lenders when borrowers face succession risk, key-person dependency, or operational strain that could affect credit quality during transition. These issues often surface during refinancing, growth capital requests, or ownership changes – but are rarely addressed proactively.

PRV addresses these risks through a buyer-grade readiness review, delivering an Exit Risk Heatmap, a prioritized readiness roadmap, and execution risk insights that strengthen continuity and transition planning.

Outcomes for the Banker / Lender:

• Improved borrower quality
• Reduced transition and continuity risk
• Stronger long-term lending relationships

Outcomes for the Owner:

• Clear understanding of operational risks lenders care about
• Smoother transitions during ownership or leadership change
• Greater confidence in future financing conversations

PRV supports fractional executives when founder dependency is high, execution priorities are unclear, or the business would not hold up under diligence as-is. These conditions often create misalignment between strategy and capacity.

PRV addresses these risks through a buyer-grade readiness review, delivering an Exit Risk Heatmap and a prioritized readiness roadmapthat fractionals can translate directly into execution plans.

Outcomes for the Fractional Executive:

• Clear diagnostic framing without role overlap
• Sharper execution priorities
• Better alignment with ownership goals

Outcomes for the Owner:

• Clear understanding of what must change
• Faster progress on the right issues
• Reduced execution risk ahead of a transaction

PRV supports operating partners during pre-acquisition diligence and portfolio exit preparation, when execution risk could materially affect returns. Common issues include thin management benches, over-aggressive value-creation plans, and limited execution capacity.

PRV addresses these risks through operational due diligence and readiness assessments, delivering execution risk insights, Day-1 and Day-100 focus areas, and feasibility testing of value-creation plans.

Outcomes for the Operating Partner:

• Earlier identification of execution constraints
• Better alignment between underwriting and operations
• Faster post-close traction

Outcomes for the Owner / Portfolio Company:

• Clear expectations post-close
• Reduced disruption during transition
• More realistic execution plans

PRV supports family business advisors when ownership transition, leadership readiness, or governance complexity introduces risk. These situations are often emotionally charged and operationally informal, increasing the likelihood of execution breakdowns.

PRV addresses these risks through a buyer-grade readiness review, delivering an objective Exit Risk Heatmap, a transferability-focused roadmap, and non-emotional execution insights.

Outcomes for the Advisor:

• Objective framing in sensitive situations
• Reduced conflict during transition discussions
• Stronger advisory credibility

Outcomes for the Owner:

• Clear understanding of transferability gaps
• Smoother leadership and ownership transitions
• Better long-term outcomes – whether or not a sale occurs