Growth Advisory & Succession Preparedness
Prepared for Progressive PS ยท March 2026

Build it stronger.
Protect what you've built.
Exit with no regrets.

Progressive is well positioned to grow into a formidable regional player. V2E will help leverage your existing strengths while building the foundations that improve day-to-day execution and maximize enterprise value.

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Clarity
Know where you stand
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Financial Success
Grow what you keep
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No Regrets
Exit on your terms
What You're Getting

Two operators. Five executive functions. Your corner.

Two experienced partners covering five critical leadership roles โ€” operations, technology, finance, compliance, and marketing โ€” at a fraction of the cost of a single full-time hire. Hover each role to see what's included.

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Fractional
Chief Operating Officer
  • Document how the business actually runs
  • Build processes that work without you in the room
  • Outsourced SOP support at 50% savings
  • Team structure & capacity planning
  • Vendor management & cost control
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Fractional
Chief Innovation Officer
  • Audit what you're paying for in tech
  • Cut what doesn't work, fix what does
  • Manage any transitions so nothing breaks
  • Make billing, reporting & docs faster
  • Measurable ROI in months, not years
๐Ÿ’ฐ
Fractional
Chief Financial Officer
  • Monthly close & clear reporting
  • Cash flow forecasting you can trust
  • Know what your business is worth โ€” today
  • Find margin hiding in the numbers
  • Bookkeeping resource included
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Fractional
Chief Compliance Officer
  • Build a compliance system that's easy to follow
  • State-by-state regulatory mapping
  • Clean paper trail that holds up
  • Turn compliance into a reason to pick you
  • Open the door to bigger, regional clients
NEW โ€” INCLUDED
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Fractional
Chief Marketing Officer
  • Build a premium website & brand
  • Position you for enterprise-level clients
  • Marketing that matches the quality of your work
  • Digital presence that builds trust before the first call
  • Growth pipeline beyond word-of-mouth
2 People
Covering 5 executive functions
1 Investment
Less than a single mid-level hire
6 Months
Goal: pays for itself through savings
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How does this actually pay for itself?

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We find the savings first โ€” technology costs, outsourced labor, operational waste. By month 6, the goal is this costs you nothing out of pocket. The improvements to your bottom line cover the investment. Everything after that โ€” and the exit premium โ€” is gravy.

What We See

Three big opportunities sitting right in front of you.

Based on our conversation, here's where we think the biggest wins are โ€” and each one makes the business stronger today and worth more tomorrow.

01

Compliance Opens Bigger Doors

Larger firms won't send work without a clean paper trail. "Good enough" doesn't win the next tier of client.
We build a straightforward compliance system that makes it easy for your team โ€” and gives bigger clients a reason to choose Progressive.
02

Technology That Earns Its Keep

At 6,500+ jobs a month, even small per-job efficiency gains compound fast. The current stack costs more than it delivers.
We audit, cut the waste, and put tools in place that make the team faster and the records cleaner. You'll see it in your margins.
03

A Brand That Wins Enterprise Clients

Your work speaks for itself with people who know you. But bigger firms research you online before they ever pick up the phone.
We build a premium website and brand presence that matches the quality of your work โ€” included as part of the engagement.
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Why do these three matter most for what your business is worth?

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Buyers pay for businesses that are growing, efficient, and easy to take over. Compliance wins bigger clients (growth). Better technology means better margins (profit). A strong brand means a pipeline that doesn't depend on the founders (transferability). Together, these compound into a business that commands a premium.

What's Your Business Worth?

The math is simple. The preparation is what changes the number.

Enter your annual adjusted earnings below and see the difference preparation makes. Slide the multiple to see what's possible.

Enterprise Value Calculator
Your Annual EBITDA:
V2E-prepared multiple:
6x
Without Preparation
3x Multiple
$1,500,000
โ†’
With V2E
6x Multiple
$3,000,000
+$1,500,000

Additional value created through structured preparation

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What drives the multiple higher?

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Buyers discount for risk. Every undocumented process, every messy financial, every client relationship that depends on the founders โ€” that's risk, and risk lowers your multiple. We systematically remove that risk while growing your earnings. That's how a 3x becomes a 6x or higher.

Two Paths

Same business. Very different paydays.

โ†“ Click to compare

Month 0 โ€” Business as usual

No plan. Books have some personal stuff mixed in. You're the one every client calls. "I'll deal with it when I'm ready."

Month 1 โ€” Someone comes knocking

A PE firm or bigger competitor reaches out. Sounds great โ€” until you realize they're running the process, not you.

Months 2โ€“5 โ€” The digging starts

Their team finds things. Compliance gaps. Processes that aren't written down. Too much depending on you. Each finding chips away at the price.

Month 6 โ€” They change the deal

Original number drops 20โ€“30%. They want a longer earn-out. Take it or walk. Either way, you've wasted months.

Month 8 โ€” Close with a bad taste

You sign for less than you should have. Locked into years of earn-out. Wondering what could have been different.

โ†’ 3x multiple. Left real money on the table.

Month 1 โ€” We dig in together

Honest assessment of where things stand. We find the quick wins โ€” cost savings, tech waste, compliance gaps โ€” and start fixing them.

Month 2 โ€” Foundations in place

Financial reporting you can actually read. Tech audit done. Compliance system taking shape. The team feels the difference.

Months 3โ€“10 โ€” The business gets stronger

Every month, the operation improves. Better margins. Bigger clients. Less depends on you. The business starts looking the way a buyer wants to see it.

Months 10โ€“12 โ€” Ready to go to market

Financials are clean. Operations are documented. Compliance is a selling point. Multiple buyers competing for your business. Your terms.

Payday โ€” No regrets

You get what you deserve. Clean deal. Premium price. You shake hands knowing you didn't leave anything behind.

โ†’ 5โ€“9x multiple. Maximum value. Zero regret.
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What's the average return on working with V2E?

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Our average client sees a 1,300% return on their investment during an 18-month engagement that ends in a sale. The operational improvements alone cover the cost. The exit premium is on top of that.

The Engagement

Two phases. One goal: maximize what you've built.

Phase 1 โ€” "Core"

Build a business that runs without you

Reduce the day-to-day load on the founders. Improve profitability through better operations, smarter tech, and cost savings. Get the financials clean and decision-ready. Make compliance a competitive advantage. Build a brand that opens enterprise doors.

Goal: cost-neutral by month 6
Phase 2 โ€” "Payday"

Get you the best possible deal

Position the company for a premium valuation. Find the right buyer for your goals โ€” not just the first one who calls. Create competitive tension so you have leverage. Manage the whole process from diligence through close.

Success fee on completed transaction
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How is this different from a broker or consultant?

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A consultant gives you a report and leaves. A broker shows up at the end. We're in the trenches with you for the full ride โ€” fixing the business, growing the business, and then selling the business. If you call, we pick up the phone. That's how we work.

Your exit is a one-time event.
Don't leave it to chance.

No pitch, no pressure. Let's get on a call, talk through the specifics, and figure out if there's a fit. That's it.

Let's Talk