Who We Serve
Professional Service Business Owners
Increase Transferability and Value in Your Professional Services Firm
If you’re running a consultancy, agency, IT/MSP, accounting, legal, engineering, or design firm, chances are your business is still too dependent on you. Buyers see that risk. At Iron Wheel, we help you shift from founder-centric to transferable—so your firm commands stronger multiples and a smoother transition.
The Challenge in Professional Services
In founder-led firms, enterprise value often hinges on a single person’s expertise and relationships. That creates three core risks buyers flag.
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Sales and key client relationships sit with the principal.
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Lumpy pipeline and renewals drive valuation fear.
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Undocumented IP, spotty SOPs, and ad hoc pricing limit multiples.
What’s at Stake
Left unaddressed, these risks drag down valuation, increase earn-out exposure, and make exits harder to close. You may have built a firm on trust and reputation—but unless that value is transferable, it won’t hold up in diligence. Multiples rise when client relationships, processes, and contracts can survive without you at the center.
How Iron Wheel Helps
Our CPA-led, hands-on approach prepares professional service firms to transition cleanly and profitably.
Institutionalize Relationships
Shift key accounts and trust from the founder to the firm.
Document and Protect IP
Capture methodologies, SOPs, and pricing models that define your value.
De-Risk Renewals and Pipeline
Build recurring revenue through multi-year MSAs, SLAs, and productized offerings.
Prepare for Buyer Diligence
Clean up financials, normalize EBITDA, and present clear proof of transferability.
What Buyers Look For
When evaluating professional services firms, sophisticated buyers want:
Confidentiality and credibility throughout the process
Sustainable high quality earnings backed by cash flow
A clear succession plan for sales/BD and delivery leadership
Iron Wheel positions you to meet those expectations with confidence.
Common Concerns We Address
“We’re too relationship-driven to transition cleanly.”
We show you how to shift trust from one person to a team backed by contracts.
“I’ll wait for a strategic to overpay.”
Prepared firms get stronger offers, whether from strategic or financial buyers.
“We don’t have time to document.”
We work side-by-side with your team to make documentation manageable and impactful.
Ready to
De-Risk and Maximize Value?
With the right preparation, your firm can move from founder-dependent to scalable, transferable, and more valuable. Iron Wheel helps you get there.