Diagnose
Optimize
Scale
We start with your numbers — not your narrative — to build a clear, unfiltered picture of where your business actually stands.
We identify the specific levers — margins, pricing, costs, and structure — and deliver the recommendations that move them in the right direction.
We translate clarity and strategy into a defined path forward, so your next stage of growth is built on data, not instinct.
Built for operators. Grounded in data. Accountable to results.
What We Offer
Sliding-Scale Pricing
Because expertise shouldn't have a velvet rope. Every session is priced so the people who need it most can actually access it.
Advisory Session · 1 Hour
The fastest way to get an expert set of eyes on your most pressing challenge. You bring the question — pricing, margins, hiring, cash flow, growth planning — and we bring the framework and the answer. Sessions are focused, agenda-driven, and designed to produce clarity, not more questions.
Best for: Owners who have a specific problem and need a direct answer.
Annual Financial Checkup
A yearly review of your financial position, benchmarking your progress against the prior period and recalibrating your goals for the year ahead. Keeps your strategy current as your business evolves and ensures you're making decisions based on where you are — not where you were.
Best for: Owners who want to establish an annual rhythm of financial accountability.
The Owner-Operator Track
Our diagnostic framework is designed specifically for businesses under $500K in revenue, providing the clarity needed to scale with confidence.
You've built something real. Now it's time to build the financial infrastructure to match. This tier is designed for owner-operators who need accessible, high-impact advisory touchpoints — without enterprise pricing or long-term commitments. Every service is scoped, priced, and delivered to produce a clear result.
Profit & Growth Diagnostic
A structured analysis of your business's financial health, margin profile, and growth levers. We go deep on your numbers and deliver a written report with prioritized findings and specific recommendations you can act on immediately. This is the engagement that tells you not just where you are — but why, and what to do about it.
Best for: Owners who feel like something is off but can't identify exactly what.
90-Day Project Sprint
A defined-scope engagement with a clear deliverable, a structured timeline, and weekly touchpoints. Designed for owners who need sustained advisory support through a specific challenge, transition, or growth initiative. You'll leave with more than advice — you'll leave with a result.
Best for: Owners navigating a specific inflection point or initiative who need structured support to execute.
Industry Benchmark Report
The clearest picture of competitive positioning available to a private business owner. We compare your financials against verified regional peers in your industry: real businesses, in your market, at your scale. The result is a structured report that tells you exactly where you're outperforming, where you're leaving money on the table, and where your greatest opportunities for margin improvement lie.
Best for: Established owners who want to know exactly where they stand relative to their competition.
Strategy Day
A full day of facilitated strategic work with your leadership. Grounded in your benchmark data and focused entirely on the decisions that move the needle — market positioning, operational priorities, growth initiatives, and resource allocation. You'll leave with a clear roadmap, resolved tension, and alignment on what happens next.
Best for: Leadership teams that need dedicated time and expert facilitation to set direction and build consensus.
Established Business Track
You've crossed the threshold. The decisions are bigger, the margins are more complex, and the cost of operating on instinct is higher than it used to be. This tier is designed for established business owners who are ready to make decisions backed by verified data, strategic facilitation, and advisory partnerships with real accountability to outcomes.
Annual Financial Checkup
A comprehensive annual review calibrated for the complexity of an established business. We track your performance against prior periods and benchmark data, assess your financial health across key indicators, and recalibrate your strategic priorities for the year ahead. The checkup that keeps your business moving in the right direction — every year.
Best for: Established owners who want a consistent annual advisory relationship without a long-term retainer.
Project Engagements
Project engagements are scoped around a defined outcome — a turnaround, a systems build, a margin improvement initiative, an operational transformation. Success-fee structures align our incentives directly with yours. Fixed engagements provide certainty of scope and cost.
Best for: Established owners ready to execute on a major initiative with structured advisory support and shared accountability.