This isn't a sales call. There's no pitch waiting at the end. It's a working session — and you'll leave with more clarity than you came in with.
You come in with your 26-factor assessment results. A ZLV advisor walks through them with you — looking at exactly which factors are suppressing your current multiple and which ones are working in your favor.
We identify the two or three highest-leverage changes your business could make before going to market. And we give you an honest picture of what preparation would realistically look like — the timeline, the work involved, the potential upside.
You walk away with:
Most founders tell us it's the most useful conversation they've had about their business in years. There's almost no venue where someone gives you an honest, experienced read on your exit potential with no agenda attached. That's what this is.
This is not a free consultation that ends with a proposal. We're not here to sell you an engagement. If you're a fit for working together, that will be clear to both of us without a pitch.
This is not a quick call. The session runs 60 minutes — that's how long it takes to go through the assessment with any real depth. If you're not willing to invest 60 minutes in the most important financial decision you'll make this decade, this probably isn't the right moment.
This is not open to everyone. We review every application before scheduling. We're looking for businesses with real exit potential, founders serious about doing the preparation, and situations where we believe we can make a meaningful difference. If we don't think we can help, we'll tell you — and we may be able to point you somewhere that's a better fit.
You own a business generating at least $15 million in annual revenue. You're thinking about an exit in the next 12 to 36 months — not necessarily tomorrow, but not someday either. You want to know what your business is actually worth and what it would take to get more.
You've spent years building something. You don't want to leave money on the table because you didn't know what to do before the transaction started. You're willing to do the work.
That's the profile. If that's you, apply.
That's not a sales line — it's a structural reality. This work is intensive and collaborative, and taking more clients than we can serve well isn't something we do. If you're thinking about an exit in the next 12 to 36 months, the time to start the conversation is now — not when you've already decided you're ready to sell. The founders who get the most out of this process are the ones who gave themselves enough runway to use it.
The form below takes about 2 minutes. We ask a few qualifying questions, then Steve reviews your application — alongside your 26-factor assessment results — before your session.
Haven't completed the assessment yet? Take the 26-factor assessment first →
Within 2 business days, Steve reviews your application and your assessment results. If you're a strong fit for a session, we reach out directly to confirm a time. If you're not at the right stage, we'll tell you honestly — and point you toward a better next step. We don't string people along.
A focused working session via video call. Come ready to talk through your results and what you're working toward. We go deep on which gaps matter most and exactly what a path to full value looks like for your business.
After the session, there's no obligation. If there's a path forward together, we'll outline it clearly. If there isn't, you'll still leave with more clarity than you had going in. That's the deal.
If you're at $15M+ in revenue and thinking seriously about an exit, yes. The session isn't about the size of what you've built. It's about whether there's meaningful upside between where you are and where you could be.
Age matters less than trajectory. A 4-year-old company on a strong growth curve is often better positioned for a high-multiple exit than a 20-year-old business that's plateaued. What matters is where you are on the value curve.
This one surprises people: the session is often most valuable when things are messy. A business with obvious gaps has obvious upside. The gaps are where the opportunity lives.
You don't need everything figured out. You just need your assessment results and a serious interest in what comes next. The session is designed to meet you where you are.
If any version of "I'm not sure I qualify" is what's holding you back, submit the application. Let us make that determination. The worst outcome is we tell you to come back in 12 months — and even that conversation is more useful than wondering.