Service

Transaction Readiness

Engineered for premium outcomes

Get to market without getting picked apart
LVP’s Transaction Readiness service turns uncertainty into leverage. We prepare your business, not just your numbers, for the rigor of the deal process. From investment banker selection to data room discipline, we quarterback every detail to ensure your company presents as clean, credible, and competitive. It’s not about selling fast, it’s about selling right.

A turnkey process from pre-market to post-close

01

Go-to-market strategy
Assess optimal buyer type (strategic, PE, family office) and recommend bankers or alternative sale channels

02

Narrative & CIM development
‍Craft a compelling story and investor materials that align with your growth thesis and valuation goals.

03

Data room buildout
We structure and populate a diligence-grade data room with financials, opsdata, HR info, and more.

04

Buyer interaction& LOI vetting
We guide management through buyer Q&A, vet incoming LOIs, and model economic tradeoffs.

05

Duediligence support
We act as a deal concierge, managing legal, financial, and operationaldiligence while protecting management focus.

06

Negotiation& close
Support or lead final term negotiations to preserve value, minimize retrades, and accelerate closing.

07

Post-close transition
Ensure successful off boarding, knowledge transfer, and day-one readiness for the new owner.

Executive Board Search Process

Transaction-Focused Growth Lever

1. Transaction-Aligned Discovery

Define board needs through the lens of the transaction, with a focus on growth acceleration, market credibility, and post-transaction scalability.

Identify target profiles that blendM&A experience, industry influence, and operational scaling expertise—candidates who can actively unlock new growth opportunities and guide leadership through complex deal processes.

2. Targeted Market Mapping & Outreach

Identify high-impact candidates, including former and current executives with strong capital markets and transaction backgrounds.

Conduct targeted outreach to gather market intelligence on the company’s perceived strengths, risks, and growth potential—providing invaluable feedback early in the process.

3. Rigorous Screening & Evaluation

Vet candidates for their ability to drive enterprise value through proven track records in growth-stage acceleration, strategic exits, and value-creation initiatives.

Prioritize individuals who can immediately contribute to growth strategies, operational efficiency, customer acquisition, and exit positioning.

4. Finalist Presentation & Selection

Present a curated, transaction-savvy slate of finalists with a strong focus on enterprise value enhancement and strategic capital deployment.

Facilitate interviews to ensure alignment with both short-term transaction goals and long-term growth vision.

5. Appointment & Onboarding

Support onboarding and integration to ensure new board members can contribute quickly and effectively.

Provide advisory on leveraging board members’ networks, transaction expertise, and market reputation to drive valuation and competitive tension throughout the deal process.

We don’t just get you to the table.
We raise your value before you sit down.

  • ‍Operator-led prep
    We know what buyers redline, because we’ve sat on both sides.‍
  • Control the narrative
    CIMs aren’t data dumps, they’re value stories. We write them to price in upside, not just defend the past.‍
  • Trusted buyer rolodex
    We’ve worked with strategic acquirers, PE firms, and buy-side advisors across sectors.‍
  • Beyond the close
    Integration planning and owner off boarding aren’t afterthoughts, they’re part of the readiness plan.

Ready to talk exit timing, not just exit value?

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