Four service engagements designed to meet you exactly where you are — from initial clarity through successful transition.
We offer two diagnostic pathways to help business owners understand their market value, score transition readiness, and identify critical exit hazards. Every transition strategy must start with objective numbers.
An automated, 15-minute diagnostic questionnaire that calculates your readiness metrics, highlights primary operational risks, and delivers an indicative market valuation range directly to your inbox.
$495 Flat Program Fee • Instant DeliveryA forensic, advisor-led audit of your trailing 3 years of profit & loss statements, balance sheets, and operations. Includes normalized Adjusted EBITDA add-back ledgers, readiness scores, and direct strategic options consulting.
$2,500 – $5,000 Custom Fee • 2–4 Weeks Delivery**Choose the Score ($495)** if you want a quick, confidential benchmark of your numbers and operational readiness without sharing documents.
**Choose the Assessment ($2,500+)** if you are within 12–24 months of a transition and need verified figures for partners, family, or bank pre-qualification.
The Transition Blueprint™ is Blueprint Advisory’s most comprehensive engagement — a detailed transition strategy and roadmap built specifically around your goals, your business, and your timeline.
Ideal for owners planning a transition within the next 1–5 years who want a complete strategy, not just a valuation.
50% at engagement • 50% at delivery
Long-term advisory relationships are the foundation of Blueprint Advisory’s business model. Most owners benefit from ongoing strategic guidance as they implement their Blueprint, navigate business challenges, and move closer to their transition.
Typically follows Transition Blueprint™ engagement
When the owner is ready to execute a transition, Blueprint Advisory provides full transaction support. This is not the starting point — it is the culmination of a well-prepared process.
$300–$500/hour for specific advisory support
$10,000–$50,000+ for defined project scope
Retainer + success fee — structured to align incentives
Not every client will require Transaction Advisory. Family succession, management buyouts, and other internal transitions follow different paths. Blueprint Advisory supports all of them.
A step-by-step overview of your transition planning lifecycle.
We establish your baseline transition readiness score, identify operational bottlenecks, and determine your initial indicative valuation parameters.
A senior advisor reviews your diagnostics, performs Adjusted EBITDA add-back calculations, and evaluates tax and succession scenarios.
We deliver a comprehensive 12-to-36-month strategic roadmap detailing value drivers, succession plans, and deal structures.
We act as your owner-advocate to coordinate with CPAs, estate attorneys, wealth managers, and transactional brokers during execution.