Shellback Strategic turns operator-led companies into well-documented, systematically-run businesses that command premium valuations. Whether you sell in 18 months or never.
You built something real. Revenue, employees, customers who depend on you. But the business runs on your presence, not its systems. That makes it hard to scale, hard to step away from, and nearly impossible to sell at a fair price. The advisory firms that fix this start at $5M EBITDA. Below that line, you're on your own. Until now.
Clean books, reliable reporting, and metrics a buyer can trust without a forensic audit.
How much of the business walks out the door when you do? We measure and reduce that dependency.
Concentration risk, contract quality, recurring vs. project revenue. The stuff that kills deals in diligence.
Documented processes, standard operating procedures, and a team that can execute without you.
Leadership depth, key-person risk, compensation structures, and retention fundamentals.
Are relationships institutional or personal? Transferable or fragile? We score and fix.
Pipeline quality, market position, competitive moat. The story that justifies a premium multiple.
Contracts, IP, regulatory standing, and the diligence landmines that blow up transactions.
Frameworks, playbooks, and templates to assess your exit readiness at your own pace. Start understanding where you stand.
90 minutes. Your Exit Readiness Score results, dissected. Top leverage gaps identified. Action plan created. No fluff.
Full diagnostic across all 8 dimensions, scored like PE diligence. Enterprise value modeling. Prioritized roadmap to close the gaps.
Embedded, long-term. We guide the infrastructure buildout while your team develops the skills and owns the systems. Your business gets better every month.
"We went from 'nobody would buy this' to receiving two competing offers in 11 months."
Shellback Strategic was founded by an operator, not a banker. 13 years leading engineering departments on nuclear submarines. 19 years building, scaling, and acquiring B2B industrial businesses. The advisory comes from doing the work, not watching from the outside.
Exit readiness isn't about leaving. It's about building a business that doesn't need you to survive, so you can choose what happens next.
Frameworks, playbooks, and templates to assess your exit readiness at your own pace.
90 minutes. Your diagnostic results, dissected. Top leverage gaps identified. Action plan created.
Full diagnostic across all 8 dimensions, scored like PE diligence. Enterprise value modeling.