Pre-sale operational & technical risk consulting for business owners

The missing link
between building your business
and selling it.

A valuation number tells you what your business is worth. We show you why — and give you a roadmap to help buyers see the value you have built into your business.

Start a conversation How it works

Buyers probe for reasons to lower your price.

The issues are fixable. The problem is that most owners find out at the negotiating table, when it's too late.

Customer concentration. Undocumented processes. Financial opacity. Technology debt. A business that runs through one person. When a buyer's team finds these in due diligence, they use them — as leverage on price, or as reasons to shift proceeds into earnouts and escrows.

What we assess

Five dimensions of pre-sale risk

Every engagement evaluates the same five areas a buyer's advisors will probe — before they do.

  1. Customer dependency

    Are key relationships with you personally, or with the business? What happens to your top revenue if you exit?

  2. Operational documentation

    Are processes written, current, and actually used? Can the business run for 90 days without you present? Can someone new pick up from your exit?

  3. Financial clarity

    Can a buyer read the books without you explaining them? Is there clear separation between your personal and business finances?

  4. Team capability

    Is there a functional second-in-command? Can your management layer make decisions independently?

  5. Technical & process risk

    Is the technology stack documented, maintainable, and transferable? Are there hidden liabilities in software, data, or vendor contracts?

How it works

The Compass Assessment

A private diagnostic for the seller. Not a valuation — a remediation plan. We deliver a ranked, time-horizoned roadmap: specific actions, in priority order, with measurable outcomes.

Discovery

Intake conversation, document collection, and a pre-assessment questionnaire — scoped to your business.

Assessment

Structured interviews and document review across all five dimensions.

Analysis

Dependency scoring, identification of the highest-leverage fixes, and roadmap sequencing.

Delivery

Written report and a roadmap walk-through. The findings are yours alone — never a buyer-facing document.

Typical engagement: 3 to 6 weeks from intake to delivery. Fixed fee, defined scope.

Who we serve

Owners 1 to 3 years from a planned sale.

  • Business value: $1M – $50M
  • Timeline: 12 to 36 months before going to market
  • Industries: service businesses, trades, professional services, light manufacturing
  • Geography: New Hampshire and New England; remote engagements available

The practice

Alpine Vision Advisory

Alpine Vision Advisory LLC is the practice of Jurg Zwahlen, based in Southern New Hampshire. The firm exists for one reason: in the market for businesses between $1M and $50M, no one goes inside the company before a sale to identify and remediate the operational and technical risks that suppress valuation. Brokers list, attorneys paper the deal, advisors run the transaction — the preparation work in between is the gap Alpine Vision fills.

Every engagement is confidential, fixed-scope, and delivered directly by the principal.

Thinking about a sale in the next few years?

A 30-minute discovery conversation is free, confidential, and carries no obligation. You'll leave with a clearer picture of your biggest risks — whatever you decide to do next.

hello@alpinevisionadvisory.com