
At LaGrey, we help lower-middle-market businesses unlock value by optimizing financials, structuring transactions, and preparing for ownership transitions.
Our Performance Solutions framework ensures companies are financially strong, transaction-ready, and strategically positioned for long-term success—whether they plan to sell, acquire, or scale for the future. From refining financials to tell the right story, navigating a complex carve-out, or developing a scalable leadership structure, our process-driven approach delivers measurable results. We work alongside business owners and management teams to enhance enterprise value, reduce risk, and execute with precision. With deep expertise in manufacturing, industrial & consumer product manufacturing, distribution, and construction, we understand the unique challenges businesses face with annual revenues under $100 million. Our team brings over 40 years of experience in legal, finance, private equity, and M&A—providing hands-on guidance from strategy to execution.
Performance Solutions doesn’t just stand alone—it directly connects to LaGrey’s Investment Banking process. For business owners considering an exit, we provide the financial and operational clarity needed to attract the right buyers and maximize value in a sale. For those pursuing acquisitions or growth, we help structure the business for long-term success—ensuring that strategy, capital, and execution are fully aligned.
Unlock value with LaGrey—where financial clarity, transaction success, and strategic execution come together to drive results.
Financial Optimization
Financials That Tell the Right Story

Performance Solutions | Financial Optimization
At LaGrey, we view financials as more than just numbers—they are a strategic tool for understanding and communicating the true value of a business.
While clean financial statements are essential, they only get you a seat at the table—what truly matters is understanding the data behind the numbers, where value is created, and how financials align with business strategy.
Our Financial Optimization frameworks go beyond surface-level reporting to uncover the real economic engine of your business, helping you make informed decisions that enhance performance, prepare for transactions, and drive sustainable growth. Whether you're looking to sell, scale, or restructure, we ensure your financials tell the right story to the right audience.
Performance Solutions | Financial Optimization
Expected Benefits
Financials that reflect the true economic engine of the business rather than just compliance-driven reporting.
Stronger decision-making by providing insights into key revenue and cost drivers.
Increased confidence from buyers, investors, and lenders through clear and credible financial reporting.
More efficient transaction processes, reducing red flags and due diligence delays.
A structured approach to benchmarking, identifying competitive strengths and areas for improvement.
Alignment of financial reporting with business strategy, ensuring leadership has the right information to act.
Enhanced EBITDA understanding, enabling businesses to optimize profitability and value creation.
Solutions We Offer
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Understanding What’s Behind the Numbers
Before optimizing financials, we need to diagnose what’s driving value—or where it’s being lost. Too many businesses focus on EBITDA without truly understanding what influences it—pricing strategy, margin structure, customer mix, and operational efficiency. We take a deep dive into revenue, cost structures, and trends to uncover hidden inefficiencies, untapped opportunities, and the key financial levers that actually move the business forward.
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Structuring Financials for Buyers, Investors & Growth
Clean financials are just the starting point—presenting them in a way that instills confidence in buyers, investors, and strategic partners is what really matters. Most deals fall apart due to messy or incomplete financials that raise red flags. We ensure your financials stand up to scrutiny and tell a compelling story, whether you’re preparing for a sale, a capital raise, or a strategic partnership.
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Financial Structure That Supports Execution
A well-structured financial reporting system isn’t just about compliance—it’s about running the business effectively. If leadership can’t quickly see where money is being made or lost, financial reporting isn’t doing its job. We help businesses build financial reporting frameworks that are decision-making tools, not just reports. This includes modernizing the chart of accounts, segmenting financials by key drivers, and integrating real-time financial visibility.
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Positioning Your Business Through Benchmarking
Your financials don’t exist in a vacuum—measuring them against industry benchmarks can highlight strengths, weaknesses, and missed opportunities. But a simple comparison isn’t enough. We go beyond the numbers to show how benchmarking insights can influence pricing strategy, cost optimization, and overall financial positioning.

Transaction Support & Integration
Maximizing Value Across the Transaction Lifecycle

Performance Solutions | Transaction Support & Integration
Successful transactions don’t end with the deal—they begin there.
At LaGrey, our Transaction Support services cover every stage of the transaction lifecycle—from pre-transaction alignment and deal execution to post-acquisition integration. We develop and execute actionable frameworks that drive value and achieve strategic objectives. By working backward from desired outcomes, we help businesses align stakeholders, identify where value is created, and turn strategy into results.
Performance Solutions | Transaction Support & Integration
Expected Benefits
Higher transaction success rates by working backward from desired outcomes and ensuring rigorous pre-transaction preparation.
Clear stakeholder alignment throughout the deal process, reducing friction and uncertainty.
Strong value realization through defined strategies that identify where value is created and how to capture it.
Smoother post-transaction execution, ensuring teams, financial structures, and strategic priorities align for long-term success.
Solutions We Offer
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Preparing for a Strong Transaction Foundation
Set your business up for transaction success with a detailed pre-transaction alignment plan. We coordinate with advisors and identify key gaps to ensure operational, financial, and strategic readiness.
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Turning Strategy Into Measurable Results
Realize the full potential of your transaction through tailored value-creation plans. We develop clear strategies to optimize operations, drive profitability, and align the business with long-term goals.
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Effective Frameworks for Executing Direct Transactions
A deal isn’t done until it’s executed. When buyers and sellers engage directly, uncertainty and inefficiencies can stall momentum. LaGrey provides a structured framework to drive transactions to completion with clarity, precision, and certainty. Our expertise ensures that both parties have a clearly defined and documented understanding of the transaction’s purpose, expected outcomes, and underlying assumptions before progressing. If terms have already been established, we validate those assumptions and assess whether the financial structure makes sense for both parties. By aligning all stakeholders and ensuring a shared understanding, we help move the deal forward with confidence. From there, we guide both parties efficiently through due diligence, negotiation, and closing—minimizing risk and maximizing deal success. We don’t just advise—we execute.
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Simplifying Complex Divestitures
Navigate the complexities of carve-outs with confidence. We provide tailored support to ensure a seamless transition, focusing on operational continuity, team alignment, and asset integration.
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Transforming Transactions Into Value
Ensure smooth integration of systems, teams, and operations after an acquisition. Our integration frameworks focus on operational alignment and synergy realization, allowing businesses to capture the full value of the deal.

Exit-Driven Strategy & Organizational Readiness

Performance Solutions | Exit-Driven Strategy & Organizational Readiness
Successful businesses don’t just set goals—they execute with precision.
At LaGrey, our Exit-Driven Strategy & Organizational Readiness services help companies develop actionable roadmaps, align leadership teams, and optimize organizational structures to support long-term growth. By integrating strategy with execution, we enable businesses to operate with greater clarity, accountability, and efficiency. We work with business owners to define their endgame and work backward, aligning strategy, leadership, and organizational structure with what matters most to the right buyer—be it a financial sponsor, strategic acquirer, or internal transition.
Performance Solutions | Exit-Driven Strategy & Organizational Readiness
Expected Benefits
Stronger financial and operational story that resonates in an M&A process
Clear roadmap to increase enterprise value based on buyer expectations
Leadership and team alignment to support a successful transition
Organizational clarity and efficiency that enhances valuation multiples
Solutions We Offer
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Reverse Engineering Your Exit Strategy
A successful exit doesn’t happen by accident—it’s the result of deliberate planning. We help owners identify their most likely buyers, understand what they value, and build a business that will command a premium valuation. Our roadmap process prioritizes the right growth levers, risk mitigation strategies, and structural improvements to align with the expectations of acquirers.
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Building a Scalable Business Buyers Want
Buyers don’t just purchase financial results—they acquire predictability, scalability, and well-structured teams. We refine the organizational structure to ensure that decision-making, accountability, and operational execution are not overly reliant on the owner, reducing risk for potential buyers.
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Developing Leaders Who Can Carry the Business Forward
An owner-dependent business is less valuable to buyers. We help business owners equip their leadership team to run the business independently, ensuring decision-making frameworks, accountability structures, and leadership development are in place to support a transition—whether to an external buyer or an internal successor.
