Understand what your business is producing today, where it could perform better, and which actions are worth taking next. Your goals guide the priorities.
$1,250 · Two appointments. Three deliverables.
Book Your Intake
Your financial baseline.
Your strongest opportunities.
Benefits, costs, and assumptions.
Your practical 90-day plan.
What you leave with
We review all 12 profit levers, then focus on the three priorities that matter most to your business and your goals. Those may include scaling, preparing for an exit, building a legacy, or putting capital to work elsewhere.
A personalized assessment of your current position, principal constraints, and strongest opportunities. Each priority connects the finding and supporting evidence to the estimated economics, recommended action, and measure of success.
A working financial baseline populated with the information you provide. Missing information is clearly identified, with guidance on what to collect and how to track performance going forward.
Specific actions for your top three priorities, including responsibilities, resources, timing, success measures, and decision points. Included in your report, with a separate working copy you can use to manage implementation.
Actual results, your estimates, and our assumptions are clearly distinguished. Opportunity estimates account for costs and timing, with annual potential separated from what is reasonably achievable in the first 90 days.
How it works
We clarify your goals, review your financial baseline, and explore the opportunities, capacity, and constraints that shape your business.
During the following week, we populate your scorecard, assess the strongest opportunities, calculate scenarios, and develop your report and roadmap.
We schedule your second appointment with you within a week of intake, with your deliverables ready. We walk through the recommendations and assumptions so you understand how to use the work independently.