Confidential • No Poaching • White-Label Options • U.S. Coverage • Healthcare/Tech/B2B Services Specialists
Sellers aren’t “list-ready” (messy financials, weak ops, unclear offer).
You’re stuck waiting on improvements that never happen.
You need a way to keep control of the relationship—without doing the work yourself.
We fix the gaps fast, keep you in the loop, and return the seller to you—staying on as needed to ensure momentum.
Financial Readiness
Clean P&L views, adjusted/defensible EBITDA bridge, baseline KPI pack. We’ll partner with your CPA if needed.
Operational Cleanup
Process mapping, critical SOPs, quick wins to reduce owner-dependency and churn.
GTM Tune-Up
ICP clarity, offer/packaging, pipeline rules, 3–5 operator KPIs, light enablement.
People & Roles
Accountability map, “seat before person,” interim scorecards for key roles.
Compliance & Risk Signals
Industry-sensitive red-flag scan so diligence isn’t a surprise.
Deal-Room Prep
Data-room checklist alignment to avoid last-minute scrambles at LOI.
Step 1 — Identify Gaps (Week 0–2)
Rapid assessment across ops, finance clarity, GTM, and people. You receive a concise Broker-Readiness Report.
Step 2 — Sprint the Fixes (Weeks 2–8+)
We execute the highest-leverage fixes first. Bi-weekly updates to you so you stay in control.
Step 3 — Transition, Then Stay On (Week 8–12+)
We finalize hand-off materials and confirm readiness. Because 12 weeks isn’t always enough, we continue weekly or bi-weekly engagement and can act in a fractional leadership capacity (e.g., fractional COO/CMO/RevOps) until the seller is truly handoff-ready and you take the listing live.
You retain the relationship; all roads route back to you.
Practical fixes in weeks—not months of slide decks.
We can sit behind you if you need us to, not that we do
NDA-friendly, minimal disruption to seller teams.
"Jo helped me clarify the vision and GTM. We tightened ops and gained momentum toward an eventual exit.”
— CTO, International Health Tech
“CoreScale stepped in under pressure and helped us hit ~1.5× year target with focused operational and GTM fixes.”
— Director, Multi-Region Services Company
Gap Assessment (Fixed Fee)
2-week rapid read with prioritized action plan.
30–90 Day Sprint (Project Fee)
We implement the high-leverage fixes, then prepare handoff.
Fractional Leadership (Weekly/Bi-Weekly)
Interim COO/CMO/RevOps leadership and operating cadence until the seller is truly listing-ready; clear milestones and exit plan aligned to your timeline.
Kickoff call within 3 business days.
Weekly or bi-weekly working sessions during the fractional phase, plus a monthly executive snapshot.
Bi-weekly updates during the sprint (email/portal).
Final readiness review and hand-off checklist.
Healthcare, Technology, B2B Services (e.g., SaaS, MSPs, agencies), Professional/Commercial Services, and adjacent sectors with operational complexity.
U.S. nationwide. Strong West region experience: Nevada; California – Southern; California – Northern; Oregon; Washington; Arizona; Utah; Colorado; Idaho; New Mexico; Montana; Wyoming; Alaska; Hawaii. here
The seller engages CoreScale. You remain primary on the relationship and the future listing.
We can usually kick off within 3 business days of signed terms and initial materials.
No. We complement your seller’s existing advisors and can coordinate with them.
Only if requested by the seller and routed through you. We are not a broker-of-record.
Yes—common for brokers who prefer a seamless experience.
We stay on. Expect weekly or bi-weekly engagement and, where helpful, fractional leadership until the company is truly listing-ready and the handoff to you is clean.
We typically support $5M–$150M EV sellers. We’ll consider engagements outside this range if the company is listing-ready or squarely in our wheelhouse and we believe we can make a meaningful difference.
Disclosure: CoreScale Partners is not a licensed broker, dealer, or legal advisor. We do not act in any fiduciary or legal capacity. All services are strictly consultative in nature. For more information, please see our Terms & Conditions and Privacy Policy.
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