Get Your Business Operations Sale-Ready

Give buyers clarity, confidence, and proof of how your business runs.

Our approach

We help you document the must-have processes that drive your business — capturing your SOPs and workflows in a clear, visual way that builds buyer confidence. It’s how we make your business easier to understand, easier to transition, and easier to sell.

And if you need help gathering and organizing your company’s files, our Scout Document Gathering Process combines powerful AI with guided support to analyze your company’s shared drives, identify the documents that buyers expect, and organize everything into a clear, categorized ‘current state’ data room in as little as 3 weeks.

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Who we work with

Scout Services partners with business owners preparing to sell and the advisors who support them. We work directly with sellers to document and organize their operations, and we also collaborate with M&A advisors, brokers, and investment bankers who want to ensure their clients’ businesses are operationally ready.

Whether you’re leading your own sale or guiding a client through one, Scout helps you get there faster — with the structure, documentation, and clarity buyers expect.

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Our services

  • SOP Creation

  • Process Map Creation

  • AI Powered 'Current State"' Data Room Population

Meet the Team

The Scout Services Team is led by Colleen O’Connell and Erin Hansell, experienced operators who’ve helped business streamline, systematize, and prepare for major transitions. With backgrounds in technology, process improvement, and operational strategy, they bring structure and clarity to every engagement.


  • Co-Founder | President


  • Co-Founder | CEO

This company is like my child, and I wanted to do right by it. The Scout Team’s three-week document discovery process helped me see where we weren’t as organized as I thought. They found and organized everything without my team losing focus for months on end. It gave me confidence that when we do decide to sell, we’ll be ready, not scrambling.

-Richard C.

Get started with The Scout Team today.

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