Not just what you're worth. What to do about it.
The Clarity Blueprint is where diagnosis becomes direction. A detailed strategic roadmap — built on the Clarity Scan findings — that identifies specific actions, sequencing, and timing to materially improve your transaction outcome before a process begins.
Fixed-fee · Intake required · Clarity Scan included or credited
Clarity Blueprint™
Fixed-fee · Intake required
Already have the Clarity Scan?
The Scan fee is credited toward the Blueprint. Contact us before purchasing.
What you receive
If you haven't completed the Clarity Scan, it's built into the Blueprint engagement. If you have, the fee is credited. Either way, the Blueprint is always built on a current, buyer-calibrated view of where you stand — EBITDA, value range, and Risk Heat Map.
The specific actions that can materially improve your transaction outcome — ranked by impact, feasibility, and time required. Not a generic list. A prioritized plan built around your specific situation, timeline, and risk profile.
High Impact
Actions that move the expected value needle most
Time-Sensitive
What must happen first to show up in financials
Quick Wins
Low-effort actions with disproportionate buyer impact
What to do, in what order, relative to your sale horizon. Sequencing matters because some improvements require runway to show up in financials (Proof Lag), while others can be addressed closer to a process. The roadmap maps this explicitly — so you know what's worth doing and what's too late to change.
How to position the Blueprint work for your investment banker, CPA, and transaction attorney — so their efforts reinforce your strategy rather than operate in isolation. What to tell them, what to hold back, and how to sequence advisor engagement to protect your position.
Right fit
The Clarity Blueprint is most valuable when you have 6–24 months before a likely transaction. That's the window where preparation can actually change what buyers see, price, and close at.
If you're closer to a transaction — or one has already been initiated — the Clarity Partnership may be the more appropriate engagement. If you're earlier, the Blueprint gives you the roadmap to use that time well.
Enough runway to implement changes that will show up in financials before a buyer evaluates them.
Or ready to complete it as part of this engagement. The Blueprint always requires a current Scan as foundation.
The Blueprint is a plan, not a report. It's for owners who intend to use it — not file it.
The Blueprint is built to coordinate across the full expected value picture — not one dimension.
Why Sequencing Matters — Proof Lag
Improvements that haven't yet appeared in your financial statements often accrue to the buyer — not to you. A change made six months before a process begins that hasn't shown up in trailing twelve months of EBITDA is invisible to most buyers. The Blueprint maps exactly which changes need to happen when to be priceable — and which ones are already too late to capture.
Not sure which engagement is right?
First Step
If you're not sure where you stand yet, start here. The Scan delivers clarity in 48–72 hours — then you decide whether a Blueprint makes sense based on what you learn.
Start with the Scan →Highest Touch
For owners who want Todd working directly with them through the full preparation process — not just a roadmap to execute independently. 90 days, six clients maximum.
Learn more →If the preparation window is still open, the right move is using it intentionally.