How It Works
One advisor accountable for the whole picture.
Your financial advisor manages your wealth. Your accountant cleans your books. Your attorney handles the documents. None of them owns the cross-functional work of getting your business ready to transition. That’s the job we do — and the gap we were built to fill.
The Quarterback Model
Depth of a team. Clarity of one.
Every Marren engagement is led by a single accountable advisor — the Quarterback. The Quarterback owns your relationship end to end, coordinates a credentialed specialist bench across finance, M&A, legal, operations, and pricing, maintains your Options Map, and presents at every milestone. You get the depth of a full advisory team and the clarity of one person who is responsible for the outcome.
| Finance Specialist | M&A Specialist |
| Legal Specialist | Operations Specialist |
| Pricing Specialist | Governance Specialist |
The three stages
| 1 | Diagnostic and Options Map We assess the business and your personal and financial goals, then deliver your Options Map: five pathways scored, a recommended primary and secondary, and an indicative valuation under each. This is a paid, standalone engagement at $2,500 — you walk away with a defensible report whether or not you continue. |
| 2 | Build the Vault Over the engagement we build the Compass Vault: a buyer-grade documentation package covering financials, operations, IP, customer concentration, governance, and the pathway-specific pieces your primary path requires. The Vault is the artifact a buyer, lender, or successor can read and understand without further interpretation. |
| 3 | Capstone validation Your Vault is reviewed by an external capstone panel matched to your revenue band and primary pathway. Saleability validation comes from outside our own walls, calibrated to the buyer universe you will actually face. The signal a buyer or lender trusts is an independent one — so that’s what we give you. |
What you leave with
At the end of the engagement, you have something tangible — a full documentation package that a buyer, lender, or successor can read and act on without further interpretation.
- A documented operating system the business runs on.
- Audit-ready financials.
- A buyer-grade documentation package — the Vault.
- A defensible indicative valuation.
- An Options Map naming your primary and secondary paths.
- A three-year roadmap a buyer or lender would underwrite.
Ready to start?
The diagnostic is the first step. $2,500 for your Options Map and indicative valuation — a standalone deliverable.
