Three phases. One clear outcome.

We start with a conversation. We dig into your business. We hand you a plan and if you need help executing it, we can do that too.

How It Works
1. The GAP Assessment

We sit down together and take an honest look at your business. You leave the conversation knowing where your gaps are, a rough sense of what the business is worth today, and whether the next step makes sense for you right now.

1-2 hours. Flat fee. No obligation. See a GAP Assessment →
2. The Business Insights Report

If you're ready to go deeper, we spend 4 to 6 weeks doing the heavy lifting. You get a real valuation, a ranked list of the specific internal changes that would increase that number most, and a clear picture of your options: sell, step back, or keep building.

4 to 6 weeks. One-time engagement. See a Business Insights Report →
3. Help Getting It Done

The plan is yours to keep. But if your plate is already full, we can stay involved by leading the highest-priority work ourselves, checking in to keep you on track, or connecting you to the right people to get it done. As much or as little as you need.

You choose the level. Learn more →

Here's what each phase actually looks like.

Step 1, The Starting Conversation

We talk. You find out where you stand.

Think of this as a business check-up. You show up, we ask questions, and by the end of the hour you know three things you probably didn't before:

  • Where your business has gaps that are costing you value
  • What the business is likely worth today
  • Whether the next step makes sense for your situation right now

No prep needed. No commitment required. Just an honest conversation.

1-2 hours  |  Flat fee  |  Required before any deeper engagement

Schedule your GAP conversation
What you get
Gap identification
The specific areas costing you value, named plainly.
Rough valuation range
A real number, not a full report but a solid anchor.
Honest next-step recommendation
We tell you if the full report makes sense, or if it doesn't.
What you walk away with
A real valuation
Not a guess. A documented range built the way a serious buyer would build it.
A ranked action plan
Internal changes ordered by which ones add the most to your exit number, with dollar values attached.
A clear view of your options
Sell now, wait and make fixes, bring in a partner, or hand it to your kids. What each path means for your money.
Duration
4 to 6 weeks
Structure
One-time engagement
Step 2 - The Full Picture

We dig in. You get a number, a plan, and real options.

If the GAP conversation confirms you're ready, we go deeper. Over 4 to 6 weeks, we do the heavy lifting of analyzing your financials, your structure, your risk spots, and hand you:

  • A real valuation. Not a guess. A documented range built the way a serious buyer would build it.
  • A ranked action plan. A short list of internal changes, ordered by which ones would add the most to your exit number. We tell you what each one is worth.
  • A clear view of your options. Sell now, wait and make some fixes, bring in a partner, or hand it to your kids. We show you what each path actually means for your money.

You leave the final working session with a plan you can actually use. Whether you ever work with us again is entirely up to you.

4 to 6 weeks  |  One-time engagement  |  No ongoing retainer required

See if you're ready for a Business Insights Report

Most clients start with the GAP conversation. Some know they're ready for the full report. Either way, we'll tell you honestly which one fits where you are.

3. Help Getting It Done

The plan is yours. We can help you execute it.

The plan is yours to keep. But if your plate is already full, we can stay involved by leading the highest-priority work ourselves, checking in to keep you on track, or connecting you to the right people to get it done. As much or as little as you need.

Lead the work
We take ownership of the highest-priority initiatives ourselves.
Keep you on track
Check in to keep you moving on the lever list.
Connect you to the right people
We know who to call. We'll make the right introductions.

Start with the GAP Assessment.

1-2 hours. Flat fee. You'll leave knowing exactly where you stand.

Schedule your GAP conversation