Add implementation revenue to a value-acceleration or exit-readiness engagement.
SOLEMI / WHITE-LABEL PARTNER PRACTICEEXIT, M&A & VALUE-GROWTH ADVISORS
Make the businessless dependenton the owner.
White-label the implementation team behind the value-growth roadmap. Your firm owns the owner relationship, exit strategy, and transaction context. Solemi captures the operational knowledge and builds the governed agents and systems that help the company run beyond one person.
EXPLORE ALL PARTNER TYPES ↗
A buyer needs the business to operate without buying the owner’s permanent involvement.
Exit Planning Institute materials identify owner dependence as a threat to business value and transferability, and recommend documented operations, systems, and distributed leadership. Agents can support that work when they preserve knowledge and reinforce a real process; they do not replace the organizational change.READ THE OWNER-DEPENDENCE GUIDANCE ↗
A recommendation to decentralize the owner needs an operating system behind it.
Exit and value-growth advisors can see exactly where transferability breaks: undocumented judgment, owner-routed approvals, inconsistent processes, and customer knowledge held in memory. We help turn that diagnosis into working capability before diligence begins.Create visible evidence of documented processes, delegated decisions, and management information.
Keep automation tied to business continuity—not a vague claim that AI alone raises a multiple.
1 + 1–2+CLIENT-FACING PM + ENGINEERS
See the pain. Sell the transformation.
These are credible conversation starters, not off-the-shelf products. The field guides connect each pattern to deployed evidence, required data, and human controls.01MANUFACTURING
Owner-knowledge operations agent
Capture how quoting, scheduling, quality exceptions, suppliers, and key accounts are actually handled, then put that context into role-based workflows.
Decision captureSOP groundingManagement escalation
READ THE INDUSTRY FIELD GUIDE ↗02DISTRIBUTION
Pricing and exception agent
Bring customer history, inventory, supplier terms, and pricing rules together so routine decisions no longer wait for the owner’s memory.
Context assemblyRule + model checksApproved decisions
03BUSINESS SERVICES
Client delivery continuity agent
Standardize intake, scope, handoff, and account knowledge so quality does not depend on the founder touching every engagement.
Client contextWorkflow guidanceQuality review
What your firm can sell.
You keep the client, commercial strategy, and market position. Solemi provides the product, data, agent, and engineering capability required to make the offer real.Founder knowledge capture
Convert interviews, decisions, documents, customer context, and exception history into governed knowledge the team can use and maintain.
Process and decision agents
Guide recurring workflows, assemble decision context, enforce approval paths, and preserve the rationale without routing everything through the owner.
Diligence intelligence
Organize the data room, map requests to evidence, surface gaps, and prepare management responses with accountable review.
Value-driver visibility
Connect operating and financial signals around recurring revenue, margin, concentration, capacity, and process consistency for management action.
How our shared team scopes the first engagement.
This is the work behind a responsible proposal. It establishes whether an agent should be built, what it must connect to, how value will be measured, and where people retain authority.Inventory the data
Find the systems, documents, signals, owners, permissions, quality issues, and connection paths the solution will depend on.
Inventory the processes
Map how work actually moves: triggers, handoffs, decisions, exceptions, approvals, measures, and where the process breaks.
Understand the business
Connect the workflow to the company’s needs, economics, people, customers, constraints, risk, and desired outcome.
Engineer from the findings
Design and build the right agents, integrations, interfaces, controls, and human review based on what discovery establishes.
Your relationship. Our delivery capability.
Sells and owns the client relationship.
Sector expertise, trust, commercial strategy, executive alignment, and the account remain with your firm.
Performs and delivers behind your brand.
A client-facing PM and one to two or more engineers scope, build, integrate, evaluate, launch, and improve the solution.
01Qualify together
Confirm the business problem, buyer, data path, constraints, and reason to act.
02Scope together
Turn discovery into a measurable, controlled first engagement and proposal.
03Deliver behind you
Our PM and engineers work client-facing while remaining part of your offer.
04Expand the account
Use evidence from the first workflow to identify the next transformation.