Agency Operational Readiness Package
PCI’s Operational Readiness Package delivers structured, results-driven support for agencies preparing for a sale, acquisition, or their next phase of growth. This unified, fixed-scope engagement is engineered to maximize operational value, reduce risk, and build a solid foundation for scaling—ensuring peace of mind, every step of the way.
Buyer-Grade Operations. Diligence-Ready Documentation. Built for Sustainable Growth.
Most advisory work only addresses one component or challenge at a time. This is a comprehensive, evidence-driven engagement that integrates finance, operations, and technology into a single, defensible framework. Our approach ensures your agency is prepared for diligent review while delivering day-one improvements to your business—whether or not a transaction occurs.
If you need confidence in your numbers, operational clarity, and credibility with buyers or boards, this package is built specifically to support your goals.
By project completion, you’ll achieve:
- Confidence in your financials and operations
- Clarity on how work flows across your business
- Reduced risk in operations and transaction readiness
- Enhanced credibility with buyers, boards, and investors
- A focused plan to drive margins, utilization, and scale
Operational maturity is essential—let’s build your foundation with confidence.
Who This Is For
Agencies preparing for sale, acquisition or growth
Stakeholders who value accurate financials, actionable KPIs, and disciplined execution
Leadership teams tired of fragmented tools, undocumented processes, and reactive reporting
What You Get
A single, unified engagement delivered across six integrated phases. Each phase builds momentum, culminating in a defensible, diligence-ready operation and a plan for continuous improvement.
Kickoff & Goal Alignment
Define objectives, scope, and clear success metrics
Finance & KPI Readiness (Lite)
Deliver transparency with buyer-grade financials and executive KPIs
Operations Baseline & SOP Starter
Document critical workflows, standardize processes, and establish operational stability
Foundational Tech Stack Review
Clarify systems, integrations, and opportunities for data consolidation
Red Flag Report
Identify and prioritize operational and financial risks, assigning ownership and remediation pathways
90 Day Improvement Plan & Executive Readout
A practical, board-ready roadmap for action
Feel the Impact
Buyer-grade documentation
process maps, SOPs, KPI definitions, and risk registers
Streamlined decision-making
a single, integrated solution led by proven practitioners who know what buyers look for
Immediate operational uplift
targeted quick wins improving billing, utilization, and reporting cadence
Board-ready outputs
clear, defensible deliverables that withstand diligence and drive informed decisions
Clear ROI
every recommendation is tagged to time saved, margin lift, or risk reduced
A maturity roadmap
actionable steps to evolve from manual, reactive processes to integrated, forward-looking operations
Why Partner with PCI
Choosing the right partner is critical to achieving operational excellence. PCI brings deep industry expertise, a proven track record, and unwavering commitment to your success. Our team delivers measurable results, ensuring your organization is equipped for compliance, efficiency, and growth.
Expert Guidance
Benefit from specialists who understand the unique demands of government contracting and compliance.
Proven Success
Our clients consistently achieve greater visibility, reduced risks, and improved operational performance.
Measured Outcomes
We set clear goals and deliver on them, so you gain confidence and peace of mind at every stage.
Package Details
Typical fee
$10,000–$15,000 (fixed, no add-ons or hidden costs)
Expedited option
+15% for completion in less than 2 weeks
Onsite option
Available (travel billed at cost)
Key deliverables
- Executive KPI dictionary and sample dashboards
- Buyer grade finance and operations memos
- 4–7 current state process maps
- 5–7 standardized SOPs
- Tech stack inventory and data lineage diagram
- Ranked risk register with ownership assigned
- Prioritized 90 day improvement plan
- Board ready executive summary and presentation deck
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Ready To Get Started?
If you’re not sure where to begin, we offer a complimentary discovery call to understand your goals, assess your current operational maturity, and determine fit and scope for your unique needs.
