The Process
Every trade business is at a different stage. Some owners need an "engine room" to take over the daily chaos so they can grow. Others have built a strong business and are looking for a structured path to exit. Because your goals are unique, we don't force you into a one-size-fits-all process. Choose the path that aligns with where your business is today.
We build the backend so you can build the business.
Every engagement starts with a genuine conversation. We spend 30 minutes understanding your business and run a live Business Health Check.
What You Get: A live health check score and focus recommendations that you can walk away with instantly.
We don't guess; we prescribe. Based on your Health Check, we come back with a tailored proposal and present exactly how we will take over your admin, finance, HR, and systems.
What You Get: A clear, no-surprises roadmap of how we will build your engine room.
This is where the work begins. We integrate our team into your business, clean up immediate messes, and establish the foundational systems needed for growth.
What You Get: Immediate relief from backend chaos and a dedicated team embedded in your operations.
We sit down together to build your strategic roadmap. This includes your first 90-day action plan and a detailed business valuation.
Note: Valuations are for internal strategic purposes and do not constitute formal financial advice.
What You Get: A clear 90-day execution plan and a baseline valuation of your business asset.
We don't just plan; we execute. Your Tradewise team handles the daily operations while keeping you informed and in control.
What You Get: Weekly updates, monthly performance reports, quarterly 90-day strategy sessions, and comprehensive annual reviews.
Maximise value and plan your transition out.
We explore your ultimate goal — whether that's walking away completely or retaining a passive income stream. We run a live exit planning health check and goal analysis.
What You Get: A live exit readiness score and focus recommendations that you can walk away with instantly.
We present a reality check on your current business value and walk you through our exit models. We come back with a proposal that includes a potential high-level offer of intent.
What You Get: A clear presentation of your exit options and a high-level letter of intent outlining the proposed structure.
Once we agree on the right exit strategy, we formalise the partnership and begin the integration process to prepare the business for transition.
What You Get: A structured onboarding process to align our teams and begin the value maximisation journey.
We build the roadmap to your exit. This includes your first 90-day action plan, a detailed formal valuation, and the initiation of the legal pathway required for the transition.
What You Get: A clear 90-day execution plan, a detailed valuation, and the legal framework for your exit.
We execute the strategy to maximise your business value and manage the transition process according to the agreed timeline.
What You Get: Weekly updates, monthly reports, quarterly 90-day strategy sessions, annual reviews, and strict tracking against your goal timelines.
Book a free Strategy Call and we'll help you figure out the best approach for where your business is today — no obligation, no pressure.
Book a Strategy Call