| Backlog and pipeline | Signed fees and likely awards show buyers how many months of work the team already has. | Signed contracts, proposals, expected awards, probability-weighted pipeline, and start dates. |
| Client relationships | Client continuity drives transferability and buyer confidence. | Top clients, repeat work, relationship owner, contract history, and client concentration. |
| Staff utilization | Billable hours, rates and realization show whether design talent turns into profit. | Utilization reports, billing rates, realization, staffing mix, and project profitability. |
| Licensed professionals | Licenses and registrations support continuity after closing. | Licensed professional roster, registrations, tenure, discipline, and transition plan. |
| Founder dependence | Founder-led relationships, design review, or rainmaking can affect deal structure. | Founder role map, relationship map, transition plan, and second-tier leadership. |
| Market specialization | Sector focus can support buyer fit and strategic value. | Project portfolio by sector, awards, repeat niches, case studies, and proposal history. |
| Project delivery systems | Buyers want confidence that work can be delivered consistently. | PM process, QA/QC process, design review workflow, software stack, and templates. |
| Claims and insurance | An open errors-and-omissions claim or a pattern of fee disputes can lead buyers to ask for an escrow or special indemnity. | Insurance history, claims, disputes, contracts, and risk-management process. |
| Financial reporting | Buyers rebuild earnings from project accounting, so fee revenue, consultant costs and WIP must reconcile. | Three years of financials and returns, project-level fee and cost reports, add-back support, WIP and unbilled fees, and receivables by client. |
| Ownership transition | Buyer confidence depends on retaining staff and clients after closing. | Staff retention plan, client handoff plan, principal transition expectations. |