A 90-minute working session on your business and a short written summary: where you stand, the three things worth fixing first, and the next step, if any, worth paying for.
The best place to start if you are not sure which service fits. If the right next step is something you can do yourself, the summary says so.
If it points you to one change worth more than $495, or saves you from buying a service you do not need, it has paid for itself.
An illustration based on your own numbers, not a projection or a promise of results.
One 90-minute session, with your written summary typically within a week.
Your engagement letter sets the actual schedule.
Implementation, valuations, and legal, tax or accounting advice.
The Growth Assessment is the front door. The other three go deeper on one question each, and the assessment tells you whether you need any of them.
| Service | The question it answers | Depth | Price |
|---|---|---|---|
| Growth Assessment | Where does the business stand, and what should I fix first? | One session and a short summary | $495 |
| Business Plan Review | Will my written plan hold up with a lender, partner or buyer? | A section-by-section review of the plan document | $595 |
| Growth Deep-Dive | How does the business really run, and what is the full plan to improve it? | Weeks of analysis and a prioritized action plan | $2,500 |
| Readiness Audit | What would a buyer question, and what should I fix before then? | A buyer’s-eye review, including a plan review | $3,500 |
Final scope and price are confirmed in a written engagement letter before any work begins.
We commit to the work described in your engagement, not to any ranking, revenue or buyer outcome.
Introductions are free for owners. Buying a service never affects whether, when or to whom we make one.
Engagements are covered by our Owner Services Terms.
Stabilize
$595
One-time
A written, section-by-section review of your plan with a follow-up call, so you fix weak spots before a lender, partner or buyer finds them.
If it catches one weak spot before a lender, partner or buyer does, it has done its job for $595.
Run better
$2,500
One-time
A close look at how the business runs and grows, ending in written findings and a prioritized action plan, so you know what to fix first.
If the action plan points you to one fix worth more than $2,500 a year, it pays for itself in the first year.
Plan the exit
$3,500
One-time
A structured review of what buyers examine: financial records, owner dependence, customer concentration, team and process. Includes a business plan review and a prioritized 90-day fix list.
If it finds one issue a buyer would have used against you, you can fix it on your own timeline instead of theirs.
The Growth Assessment is the simplest way to begin: one session, a written summary and an honest next step. Every conversation is held in confidence.