Run Better. Exit Bigger.
Two systems. One objective: more leverage now, more enterprise value later.
WHO WE HELP
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Owners who want more horsepower without more headcount.
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Aging owners preparing for a sale in the next 6–18 months.
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Law firm and SMBs who need enforceable SOPs, clean data, and clear performance metrics
THE TWO SYSTEMS
Run
Make the business run without you.
✔️ Install enforceable SOPs and automations your team actually uses
✔️ Cut cycle time and error rates across core workflows
✔️ One source of truth: dashboards, alerts, and audit trails
✔️ Governance: clear owners, SLAs, and QA checks
✔️ More output with the team you already have
✔️ Attribution IDs and before/after metrics from day one
✔️ Moves the business toward owner-independent operations
Exit
Position for maximum enterprise value and premium sale.
✔️ Package the company for a premium sale (buyer-ready SOPs)
✔️ Clean financials and contracts organized in a live VDR
✔️ Sale-Ready Score with concrete milestones to lift EV
✔️ Succession: install a second-in-command and role redundancy
✔️ Diligence readiness: policies, renewals, and compliance in one place
✔️ Proof of performance: metric cards buyers trust
✔️ Months-not-years path to “ready for offers”
RFP-to-Bid Automation
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✔️ What it fixes: Manual bids, missed deadlines, low win rates
✔️ What we install: Intake parser, spec extractor, auto-bid generator, approval flows, win/loss tracking
✔️ Result: 30–70% faster submissions, more wins, clean attribution metrics
OPERATING SYSTEMS
Document Automation
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✔️ What it fixes: Slow drafting, error-prone templates, wasted paralegal hours
✔️ What we install: AI-powered drafting engine, template packs, approval workflow, audit trail
✔️ Result: First-pass accuracy >95%, hours saved per document, consistent language
Contract Analysis Agent
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✔️ What it fixes: Missed obligations, hidden risks, review bottlenecks
✔️ What we install: Contract/brief parser, clause flagger, risk dashboard, QA checks
✔️ Result: Faster reviews, fewer missed terms, clear obligations tracked
Litigation Engine (Operating system)
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✔️ What it fixes: Disorganized case files, slow intake, wasted attorney time
✔️ What we install: Intake workflows, auto-drafted pleadings, case tracker, motion library, summary-judgment prep engine
✔️ Result: 50–70% cycle-time reduction from intake to dispositive motion
Estate Planning Automation
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✔️ What it fixes: Manual intake, fragmented data, costly prep time
✔️ What we install: Client intake portal, relational database (people, assets, roles), automated trust/will generation, checklists
✔️ Result: Plans generated in days instead of weeks, reduced attorney review hours
HOW IT WORKS
Built for businesses with $1M–$10M in revenue:
STEP #1: Mini Diagnostic (7 business days).
Baselines, bottlenecks, a costed 90-day plan, and one shipped quick win. Fully credited to your build.
STEP #2: Pick your path.
Run for throughput and control. Exit for transferability and valuation.
STEP #3: Execute and prove.
We install the modules that move your KPI, publish a teardown and metric card, and lock the cadence.
FAQs
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✔️ Because every business is different. The Diagnostic gives you baselines, bottlenecks, and a costed 90-day plan before you commit. You also get one quick win shipped and a metric card with your own data.
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✔️ Then you don’t move forward. You keep the deliverables, and you’ll know exactly why. No wasted spend.
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✔️ Run is for capable operators who want more output with the team they already have.
✔️ Exit is for owners preparing for succession or a sale who need buyer-ready SOPs, financials, and KPIs.
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✔️ Only as part of the Diagnostic or a build. This keeps quality high, results measurable, and avoids scope creep.
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✔️ Diagnostic slots open weekly. Reserve online, choose a kickoff date, and we begin within days—not months.
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✔️ Every workflow we touch gets an Attribution_ID and a before/after metric card. You’ll see the lift in numbers, not just words.
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✔️ Yes. We separate non-legal operating systems (delivered by our MSO) from licensed legal services (delivered by attorneys under separate engagement).
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✔️ Yes. We also de-identify and aggregate any data before using it in benchmarks or case studies.
Gain Control. Build enterprise value. Secure Exit-Readiness.
Systemize operations, protect enterprise value to command top dollar when it’s time to exit so you can Secure your legacy.
Estate planning
Wills, trusts, powers of attorney, and everything your family needs designed to work in real life, not just on paper.
Business Succession
We help you prepare your business for continuity or transfer whether you’re exiting in 5 months or 5 years.
Mergers and Acquisitions
From financial readiness to deal negotiations, we guide founders through every stage of the exit process.
Fractional General Counsel (FGC)
Firepower, on demand. From contracts . . to compliance . . to negotiation as-a-service . . we provide embedded legal support tailored to SMBs who need sharp, strategic counsel, on-demand but without the full-time overhead.
Finding the right system
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Exit Readiness Diagnostic
Get clarity on what’s holding your business back and what it’ll take to make it sellable.
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Install Operating System
We build the automation, documentation, and leadership layers your business needs to run without you.
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Exit with Confidence
Sell it, pass it down, or stay involved without staying trapped. You finally have options.
You built the business. But what comes next?
Most owners wait too long to plan their exit.
Deals fall through. Successors don’t show up. And legacies get diluted by taxes, drama, or bad buyers.
You’re not going to let that happen.