For Exit Planning Advisors

Your Assessment Was Right. Nobody Had Time to Act on It.

You scored the business. You found the gap you nearly always find — the owner is the business — and you wrote it up plainly. The owner agreed with every word. Then the engagement went quiet, because closing that gap is a project, and the only person who could run it is the one person in the company with no spare hours. A trained VRA assistant is the capacity that turns your recommendation into something that actually happened.

★★★★★ Keeping me honest on everything that I have going on. Austin Galvez · CPA
The Part That Isn’t Advice

Diagnosis Is Not the Hard Bit Any More

Your assessment tools are good. The owner usually believes the findings. What stalls an engagement is almost never disagreement — it is that nobody in the building has the hours to act.

What the report keeps saying

  • Too much knowledge sits with one person
  • Nothing is documented in a form anyone else can use
  • Key relationships are personal rather than institutional
  • The owner cannot be absent without something slipping
  • Readiness is years behind where the owner thinks it is

What happens after you present it

  • Genuine agreement, and genuine intent to start
  • No one is assigned, because everyone is already full
  • The owner would have to do it, and the owner is the constraint
  • Hiring for it feels like overhead for a job that ends
  • You arrive at the next review and the same gap is open
What Follow-Through Needs

Four Things, and the Owner Has None of Them Spare

1

Somebody whose job it is

Not an initiative added to a full plate. A person whose actual work is capturing how the business runs and then running it.

2

Hours that already exist

A flat monthly rate rather than a hire, so the owner is not weighing a permanent salary against a temporary-feeling project.

3

Writing it down as it happens

Documentation produced while the work is being done, not an away-day where somebody tries to remember the process.

4

Something to show at the next review

A period where the owner stepped back and the business kept moving — which is the evidence your recommendation was asking for.

Where We Sit

Next to You, Not in Front of You

We are hands, not advisors. Everything that makes your engagement yours stays yours.

What we do not do

  • No assessments, scores or readiness reports
  • No valuation views, formal or casual
  • No advice on structure, timing or tax
  • No introductions to anyone who competes with you
  • No contact with the owner’s other advisers unless asked

What we do

  • Work alongside the owner and record how the business actually operates
  • Take over the day-to-day administration so the owner can step back
  • Leave written procedures that belong to the company
  • Stay on afterwards, including through a change of ownership
  • Report progress to you, if and only if the owner wants that

If your engagement ends and ours continues, your recommendation is still the reason any of it happened.

On Follow-Through

What It Sounds Like From the Other Side

Austin Galvez is a CPA. His thirty-day check-in, on the part of this that is hardest to buy.

★★★★★

“He’s helped me make sure things that have been falling through the cracks no longer fall through the cracks, and keeping me honest on everything that I have going on.”

Austin Galvez
CPA — 30-day check-in
And One Other Thing

Your Practice Runs Between the Meetings

Advisory work is mostly the week after the meeting, and that is usually the week that gets away from everyone.

What an assistant picks up

  • Chasing the documents an assessment needs
  • Scheduling across owners, accountants and counsel
  • Assembling and formatting deliverables
  • Keeping the client record current
  • Holding the follow-up cadence between annual reviews
  • First response to enquiries and referrals
  • Prospect research before a first meeting
  • Reminders that keep a quiet engagement alive
Questions Advisors Ask

Before You Mention Us to a Client

Are you going to compete with me?

No. We do not assess, score, value, or advise on structure or timing, and we have no ambition to. The work we do is the implementation of one recommendation you have already made.

What if the owner is five years from exiting?

That is the better version of this. A long runway means the business genuinely operates without the owner for years before anyone looks at it, rather than showing a recent change. It also means the owner gets their own time back in the meantime, which tends to be what keeps them engaged with the plan.

Who pays, and what does it cost?

The owner. A flat $1,500 a month for full-time or $800 for part-time, on a three-month commitment — no hourly billing, no payroll, no benefits. The pricing page has the detail. Nothing is ever billed to you.

Will I know whether anything is actually happening?

If the owner wants you kept in the loop, yes. We will not report on a client behind their back, and we will not go quiet on you either — the owner decides which it is at the start.

Is there a referral arrangement?

Yes. VRA pays a referral fee when an introduction becomes a placement. Michael will walk you through the terms, and it is entirely optional — including whether it features in the conversation with your client at all.

Does this work outside the industries you write about?

Yes. Assistants are trained as generalists and matched to the business. The work of capturing how a company operates is much the same whether it is a distributor, a clinic, a contractor or a professional practice.

One Transaction, Five Seats

Which Side of the Deal Are You On?

The same work reads differently depending on where you sit. These are written separately for a reason.

Have an Engagement That Has Gone Quiet?

Tell us what the assessment found and where it stalled. We will tell you honestly whether capacity is the blocker or whether something else is going on.

Schedule a Consult