Revenue
Lead generation, quoting, pricing and follow-up that don’t depend on the owner.
Operating partner · Value creation
Stronger businesses. Cleaner deals.
An operating partner for owner-led businesses and the advisors who represent them. We find where value is leaking across revenue, operations, people and financials, then do the hands-on work to fix it.
Key priorities
Quoting and the largest accounts still run through the owner. Let's work on building the sales systems and training the team to take on those responsibilities.
Sent by Stef Story
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Where we focus
How we fix it
We fix what shows up in diligence
The issues that drag on valuation, slow a deal or stall a new owner’s first year. We take them on directly with your client’s team, so the business is stronger before it goes to market and after it closes.
Owner dependence
Key accounts, pricing and decisions move from the owner to the team.
Revenue quality
A repeatable pipeline, recurring agreements and less concentration.
Transferable operations
Documented processes and systems a manager or new owner can run.
Financial visibility
Monthly reporting and KPIs a buyer, lender or board can rely on.
Free tool · Value gap calculator
Size the gap in dollars
Nine questions on owner dependence, revenue quality, records and more, translated into a likely discount range at the company’s EBITDA. A fast way to show a client where value is leaking before the listing conversation.
Find your value gap
What we fix
Four areas. One operator doing the work.
Every engagement is scoped across the same four areas. We build the fixes ourselves, alongside the team, so they hold up after we step back.
Operations
Documented workflows, scheduling and automation that hold up under new ownership.
People
Roles, accountability and an owner handoff so the team runs the day to day.
Financials
Monthly close, job-level margins and KPI reporting, coordinated with the CPA.
How it works
Diagnose, plan, then do the work
- 01Diagnose
A fixed-fee assessment of where value is leaking, prioritized by impact on earnings and transferability, and shared with you and your client.
- 02Plan and close the gaps
A 100-day plan, then hands-on implementation across every area that needs it, until it runs without us.
- 03Stay on through the deal
Ongoing support through marketing, diligence and closing, or the first year under new ownership.
Pricing
Clear scope from the first conversation
Start here
Value Gap Diagnostic
$3,500fixed fee
Includes
Book the diagnostic
- Public presence, reviews and search ranking
- Marketing maturity and lead sources
- Lead intake and quoting process
- Bottlenecks and owner dependence
- Where AI and automation can lift margin
- A scorecard of strengths, gaps and next steps
An easy first step to recommend to a client.
After the diagnostic
Value creation project
Scopedto the findings
Includes
Talk it through
- A 100-day plan built from the diagnostic
- Hands-on work across every area with gaps
- Systems and playbooks the team keeps
Follows the diagnostic.
Ongoing
Operating partner
Custom/ month
Includes
Talk it through
- Monthly operating support and KPI reviews
- Support through marketing, diligence and closing
- Coordination with CPAs, attorneys and deal advisors
Monthly support, scoped to the stage.
Not sure where to start?Book a free 30-minute call and we'll figure it out together.
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How we partner
Built to work alongside your deal team
We stay in our lane: operations, not the transaction. You keep the client relationship and the deal. We make the business easier to sell and easier to own. Typically owner-led service businesses with $500K to $4M in EBITDA.
Clients who aren’t ready yet
Owners who want to sell but aren’t market-ready. We close the gaps that hold back valuation and slow diligence, then hand them back better prepared.
Listings that need support
Issues raised by a valuation or early buyer interest. We address the ones that put the price or the deal at risk, on your timeline.
Buyers after close
A 100-day plan and the operator to execute it, for the buyers you represent or introduce, from individual owners to funds and family offices.
About
Book an intro call
An operator's eye, a builder's hands
Out West Advisory is led by Stef Story, an operator and designer who spent 12+ years building brands, growth engines and digital products for venture-backed startups and national brands. Now she brings that same playbook to owner-led businesses.
Stef has helped integrate add-on acquisitions into a platform company. She’s also helped trades companies in concrete and general engineering launch, grow and scale, and she builds custom AI tools that help teams work more efficiently and improve margins.
Select experience
Alterra Mountain Company · Ikon Pass · SumUp · Gloo · Mrs. Fields
Let’s talk about what’s next
Tell us about the business and what you’re working toward. A free 30-minute call is the fastest way to see whether we’re the right fit.