Operational Value Creation
Process reengineering, AI automation, and system integration that lift EBITDA — and remove the founder dependency, messy data, and undocumented workflows that scare buyers.
Operations to enterprise value
We build enterprise value — and help you realize it.
AI-driven efficiency, operational readiness, and M&A strategy from a team that's raised capital, scaled franchises, and closed exits. We make your company run better now — and worth more when it's time to sell or raise.
Operators and dealmakers under one roof. We work alongside your bankers, attorneys, and existing IT.
Services
Three pillars, one operating thesis
Investment & Lending Readiness
Clean financials, defensible unit economics, and a data room built as you go. We get the record and the packaging ready for a raise, an expansion, or a sale — then help you approach the right capital partners and lenders prepared.
M&A & Exit Strategy
Plan and prepare sales, recapitalizations, and acquisitions with a team experienced on both sides — including franchisor and multi-unit franchise deals — working alongside your attorneys and bankers.
The value engine
How efficiency becomes enterprise value
A private company typically trades at a multiple of EBITDA. So every dollar of recurring cost you remove can represent several dollars of enterprise value at exit. We work both sides of that equation: grow EBITDA through AI and process reengineering, and help lift the multiple by systematizing the business so it no longer depends on any one person.
Value engine calculator
Illustrative — not a guaranteeDefaults to 5x. Multiples vary by industry, size, and quality of operations.
Estimated annual EBITDA impact
$46,800
Estimated enterprise-value impact
$234,000
Illustrative math only: hours saved × loaded cost × 52 weeks, then applied to your chosen multiple. Actual outcomes depend on your financials, market, and buyer.
AI automation & process improvement
We automate the work that isn't making you money.
Most companies don't have a technology problem. They have the same twelve people doing the same manual work every week — reconciling, re-keying, chasing approvals, rebuilding the same report. That's where margin hides, and that's where we start.
We work with what you already own
No rip-and-replace, and no software you'll never open.
Process before tooling
We fix the workflow first. The automation is the last 20 percent.
Documented as we go
Every change lands in a written procedure someone else can run.
Quote to cash
01Pricing rules, approvals, and invoicing that run without a person touching every order.
Value effectMargin stops leaking at the edges.
Reporting that assembles itself
02Weekly and monthly numbers pulled from the systems you already run, instead of six spreadsheet versions.
Value effectFaster close, one version of the truth.
Support & customer operations
03AI-assisted triage and drafting so your people handle the exceptions instead of the volume.
Value effectHeadcount tracks revenue, not ticket count.
Inventory, labor & scheduling
04Forecasting and staffing that read actual demand rather than last year's instinct.
Value effectCarrying costs and overtime come down.
Founder dependency
05The know-how living in your head, written down and wired into the workflow.
Value effectThe company runs without you in every loop.
Data & controls
06Clean master data and the checks a buyer's or lender's advisers will look for.
Value effectDiligence becomes a review, not a rescue.
Financial & exit readiness
Records, processes, and packaging that hold up.
Before anyone writes a cheque or signs a purchase agreement, someone reads your records. We get the numbers, the processes, and the paperwork into a shape that answers the questions before they're asked — whether what's next is a raise, an expansion, or an exit.
Transaction and securities matters stay with your licensed advisers. We prepare the operating and financial record they'll ask you for.
Records that close and reconcile
Monthly close on time, reconciliations done, and no surprises hiding in the trailing twelve months.
Unit economics you can defend
Margin, cohort, and channel math you can walk a lender or investor through line by line.
Reporting that reads like a public company's
Board- and lender-ready packs in the same format every month, from the same source of truth.
The data room, built as you go
Contracts, leases, licenses, and key-person risks collected and indexed before diligence starts.
The exit pack
A clean, packaged story: what's being sold, what it earns, what's included, and what's already been fixed.
Expansion groundwork
Playbooks, staffing plans, and unit economics that make growth a plan instead of a bet.
How it works
Assess, build, realize
Assess
Map your systems, quantify the EBITDA opportunity, and score operational readiness against what buyers and lenders actually test.
Build
Reengineer the processes that leak margin, automate them with AI and integrations, and document every change so diligence is a formality.
Prepare & Realize
Get capital- and exit-ready, then execute with your advisors — we stay in the room as the operating partner on your side.
How we work with you
Advise, run it, or staff it
Consulting engagement
We assess, design, and hand over a documented plan your team can run. Scoped, time-boxed, and priced as a project.
Fractional leadership
We sit in the seat — CFO, COO, CTO, CRO, CISO, HR, or whichever seat you need — and carry the delivery, the people, and the numbers until you have your own in place.
Specialist bench
When the work needs more hands, we arrange vetted specialists, contractors, and HR support for the task, manage them, and hand off when it's done.
Roles we can sit in
CFOCOOCTOCROCISOHR
Sitting in a seat is never the requirement. We can advise from outside or take any role fractionally — whichever moves the company toward its mission and goals faster.
Most engagements start as a project and turn into a fractional seat, or the other way round. Either way you get one accountable lead and a written handover.
Who we help
Both sides of the table
Owners
You're preparing to sell, preparing to raise, or simply building a company worth more than it is today. We remove the operational drag, document the business, and get you ready before anyone asks for a data room.
Acquirers & investors
Private equity, search funds, and multi-unit operators who need operational diligence before close — and a credible value-creation plan for the first 12 months after it.
Industries
Where we work
Accounting & finance operations
Close cycles, reconciliations, and reporting that stand up to diligence.
Healthcare
Privacy- and compliance-aware design; PHI handling reviewed with your counsel.
Retail
Inventory, labor, and multi-location reporting on one source of truth.
E-commerce
Order, fulfillment, and margin data connected end to end.
Franchise — franchisor
Scalable systems, unit economics, and franchisee-ready playbooks.
Franchise — multi-unit
Standardized operations across units with owner-level visibility.
Contact
Book a value & readiness assessment
Tell us where you are — building value, preparing to raise, preparing to sell, or acquiring. We'll come back with what we'd assess first and how the engagement would work.
Prefer email? hello@opsspace.com