Ready to scale?

Most businesses never become valuable assets

But not yours...because you are here. You're ready to transform your company from something that owns you into something that works without you.

But not you...
because you
are here

who's this for? 

what's included? 

Owner-led companies doing $500K–$5M revenue that feel stuck, plateaued, or under pressure.

You’ve built something real, but:

• Margins are flat.
• Growth has stalled.
• The business feels harder to run than it should.
• You’re thinking about exit—or just want clarity.

In 14 days, we deliver a board-level plan designed to immediately boost profit and enterprise
value:

  • Comprehensive Audit – review of financials, operations, sales/marketing, customer mix,    and leadership capacity.
  • 12–18 Page Profit Growth Blueprint – clear, prioritized action plan across the 12 value    levers that drive multiples.
  • 90-Day Roadmap – exactly what should happen in the next 3 months to unlock quick wins    and momentum.
  • Board-Style Readout – 60-minute presentation where we walk you and your leadership    team through the plan.

This is not coaching. It’s a board-ready strategic plan with quantified levers and timelines.

LET'S CHAT

Our Guarantee

If we don’t identify at least $150,000 in profit or enterprise value opportunities, you don’t pay. That means you’re guaranteed to see a 10x return on your investment. 

Investment

$15,000 fixed fee (paid upfront). Delivery within 2 weeks of data access.

LET'S GET STARTED

The Profit growth plan

 • NEW SITE • COMING SOON •  NEW SITE • COMING SOON • NEW SITE • COMING SOON •  NEW SITE • COMING SOON • NEW SITE •work with us • get our help • our services • work with us • get our help • work with us • get our help • our services • work with us • our services • get our help • work with us • our services •

Schedule Your Strategy Session

the partner performance program

Who's This for? 

Business owners who have completed The Profit Growth Plan and/or those that want hands-on support implementing a strategic roadmap while staying focused on running their business.

Perfect for companies that:

  • Have a clear strategic plan but lack bandwidth for execution
  • Want accountability and oversight without micromanagement
  • Need expert guidance navigating complex operational changes
  • Prefer to keep their existing team while adding strategic leadership
  • Value having a "board-level" perspective on their transformation

Revenue Range: $2M-$20M companies serious about systematic growth. 
Strategic Oversight:

  • Weekly steering meetings to track progress and remove obstacles
  • Monthly KPI reviews and strategic adjustments
  • Quarterly board-style business reviews

Implementation Support:

  • Prioritized action planning with clear timelines
  • Process optimization and system development
  • Team alignment and change management guidance
  • Vendor selection and project management oversight

Ongoing Strategic Partnership:

  • Direct access for urgent strategic decisions
  • Market opportunity evaluation and planning
  • Problem-solving support for operational challenges
  • Exit readiness preparation and value optimization

Your Role: You keep running your business and leading your team

My Role: I ensure your strategic plan gets executed systematically and successfully
Monthly Retainer:   $8,000 - $10,000

Engagement Length:   3-6 months (based on transformation scope)

Payment Terms:   Monthly, with 30-day notice for completion.  This investment typically returns 3-5x through improved operations, increased profit margins, and enhanced enterprise value.


The difference between businesses that transform and those that stay stuck isn't having a great plan—it's executing that plan systematically while maintaining day-to-day operations.

Next Steps:


  1. Schedule a Strategy Session - 30-minute call to review your strategic goals and discuss implementation priorities.
  2. Customize Your Program - We'll tailor the engagement to your specific transformation goals and timeline. 
  3. Begin Implementation - Start with week one steering meeting and immediate action items

What's included: 

investment: 

Ready to Move from Planning to Results?

"The best strategies are worthless without systematic execution. Let's make sure yours deliver results." - Sallie Ogden