Leadership and transition

Make the business diligence-ready, without pretending to be the banker.

Prepare the operating side of a founder-led company for diligence and transition: documented, measurable, less founder-dependent, and able to explain how it actually runs. Alongside your bankers, attorneys, and CPAs.

Proven. Andrew has taken three founder-led businesses through a sale, to a publicly traded company, an international private-equity firm, and a family office, running the diligence, building the reporting buyers required, and advising the owner through negotiation to close. This is that work.

What Rothwell owns

  • An operating-readiness diagnostic.
  • KPI and operating-metric packaging.
  • SOP, documentation, and management-system repair.
  • Data-room operating materials and diligence readiness.
  • Founder-dependency reduction and successor and decision-rights work.
  • Coordination with the client’s banker, attorney, CPA, quality-of-earnings provider, and advisors.

What this is not

Rothwell prepares the operating side. It does not replace your banker, attorney, CPA, tax advisor, or quality-of-earnings provider.

Where we work

Rothwell prepares businesses for a buyer in three industries: outdoor recreation, where buyers are paying less and asking harder operating questions; off-road and overland, where larger companies and investment firms have been buying established brands; and steel, metals and recycling, where consolidators are calling on family-owned processors, service centers and fabricators.