Exit Boardroom · The AI Exposure Audit
Find what a buyer will knock off your price — before they do.
AI can now rebuild some of your most profitable work cheaply, and buyers price that in. I score your business for it and give you a ranked report plus a 90-day plan to protect your price — long before diligence opens.
I sold a business in 2000. I know what diligence pokes at first.
Pick your most profitable service line. A two-person AI team can rebuild it in 60–90 days.
If two strangers can copy it that fast, it isn't protected. And here's why that matters when you sell: a buyer's diligence is built to find exactly these lines. They find the profit that sits on something an AI team could redo cheaply, and they discount the price for it. You carry the risk. They keep the savings.
The exposed lines don't show up as a line item on your P&L. They show up as a softer offer, or a chunk held back in an earnout, once the buyer's people have done their reading. The audit finds those lines first. Months before anyone opens a data room. While you still have time to do something about them.
What you get, 1 of 2: a scored exposure report
Every margin line scored 0–100 for AI exposure over the next 12 months, ranked by risk and weighted by what each line actually earns. Red means a two-person team could take it now. Green means it holds.
Sample below: Harbourline Property Services, ~$5.2M revenue, owner eyeing an exit in ~3 years — illustrative figures to show what lands on the page. See a full sample report →
Overall exposure score: 57 / 100 · Elevated
What you get, 2 of 2: a 90-day action plan
The specific moves to defend the exposed lines before a buyer prices them down. Built for your lines and your timeline — not Harbourline's.
Get the top-12 relationships out of the owner's head and into a system. Renew the two largest maintenance contracts on 12-month terms.
Stand up AI scheduling and compliance-report generation in-house. Move quoting to an AI-assisted workflow.
Bundle maintenance and compliance into a sticky retainer. Show the exposure score falling. Put the report in the data room before diligence opens.
Concierge. I do the work with you.
Not a tool you log into. Not a template you fill in alone.
- You apply — nine questions, under two minutes — and we book a call.
- We walk through your real margin lines together, one by one. You know your business. I bring the scoring method and the AI side.
- I score each line against five fixed dimensions and build your exposure report. The method is rules-based — the number is the same every time, and a buyer's advisor can check my work.
- We write your 90-day plan against the lines that scored Red and Amber.
- You walk away with the report and the plan, ready to act.
Most of the work lands inside a couple of weeks from our first call. You get my time directly — not a hand-off to someone junior.
This is for you if
- You own a founder-led business and you're thinking about selling, succession, or stepping back in the next 1–10 years.
- A few service lines carry most of your margin, and a lot of how they run lives in your head or your key people.
- You'd rather find the soft spots yourself than have a buyer find them for you.
This is not for you if
- You have no intention of ever selling, handing over, or stepping back.
- You want a self-serve report with no involvement from you. This only works because we do it together.
- You're after generic AI advice rather than a hard look at your own margin lines.
I've been on the seller's side of the table.
I built a data-analytics and workflow-automation business and sold it in 2000. I know what a buyer's diligence digs into and where the price gets chipped away.
These days I build with AI agents every day. So I'm not guessing at what a two-person AI team can rebuild in 90 days. I know — because that's the work I do. You deal with me directly. I'm the one doing the scoring and writing your plan.
Price & scarcity
Free.
By application.
The scored exposure report and the 90-day action plan, done with you — no charge. I take 4 a month — that's the cap, because I do every one personally. When the month's spots are gone, they're gone until next month.
If you plan to sell in the next few years, you want this audit now. Not in the data room.