Separated Diagnostic Services

Feel like money’s leaking out of your business? You’re not imagining it.
Our leak checks help you professional plug the gaps-
so you keep more of what’s yours and finally feel in control.
Strategy. Growth. Profit. Value. We can check any of them, or we can check it all.

CFO+ Leak Check

For: $1–5M Rev Small Businesses
Cost: $6,000
Time: 1 Month

We uncover where money’s slipping through the cracks—so you can tighten up spending and boost what you take home.

CVO+ Leak Check

For: $1–5M Rev Small Businesses
Cost: $6,000
Time: 1 Month

We show you what’s driving (or dragging) the value of your business, so you can build something worth more.

CGO+ Leak Check

CSO+ Leak Check

For: $1–5M Rev Small Businesses
Cost: $6,000
Time: 1 Month

We help you spot what’s holding your growth back—so you can bring in more of the right business without burning out.

For: $1–5M Rev Small Businesses
Cost: $6,000
Time: 1 Month

We look at how you’re running the business today—and where the gaps are between your goals and your game plan.

You’ve got more than one leak. That’s normal.
The Value Opportunity Profile®+ takes a full look at all your business including strategy, growth, profit, and long-term value.
It’s for owners who want clarity, direction, and a plan that actually moves the needle.

VOP®+ Drivetime of Progress

In just 6 months, you could...

• Unlock the key drivers of profit, quality, and higher performance.

• Get the problem gremlins out of your businesses engine.

• Get on track to build an investment grade business.

• Get a grip on your business value.

• Get ready to put your foot on the gas for sustainable growth.

• Get the power of your business strategic traction to execute.

• Start shifting from just successful to significance and Freedom.

Phase 1 Diagnostic :
Value Opportunity Profile®

Clarify Perceived Problems, Risk, Constraints. Define Potential. Measure What Matters.

“I believe I can see the future.”

• Review financials

• Conduct VOP diagnostic and 4-12 hour facilitation

• Review systems, and core functions

• Identify organizational constraints and risks

• Deliver the VOP Report: Intrinsic Value + Value Opportunity Profile

Phase 1: Current State Discovery & Diagnostics: Investment Cost

While we actually charge on the complexity of your needs & work required: Knowing the Avg fees of business that are a similar size can give you an ideal of the ballpark investment needed for the results. Our goal is to 10X the value of the cost.

⬡ 90 days & 25K USD Avg Fee for: Lower Middle Market with 15-100 M Rev
⬡ 60 days & 15K USD Avg Fee for: Small Business Owners with 5-15 M Rev
⬡ 30 days & 9K USD Avg Fee for: Main Street Business Owners with 1-5 M Rev

The VOP is a Diagnostic Valuation using finance (not accounting), the company specific risk, and a build up DCF method. So, this is not a basic "synthetic market price estimate" you see online. (Those are brokers opinions of value worth about $500.)

We: Conduct a holistic assessment to evaluate the quality and balance of your business across all major functional areas. Identify organizational constraints, establish the baseline Intrinsic Value, and uncover your Value Opportunity using the Value Opportunity Profile®.

You Get: A map of exactly what to upgrade in your business, in what order, at what cost, to increase your enterprise value x amount, in y amount of time.

From here: You can do it on yourself, ask us for some help, or continue to phase 2

Integrative Advisory Services For You

All the planning you need to achieve growth, stability, and long-term success.

Total Financial Advice:
Separate, Sophisticate, and Synchronize

We look at everything for you, the Size 4 Owner:

• Advanced personal, business, and estate financial planning to secure everything you value.

• Estate and Exit Planning Document Prep.

• Investment management for both personal and business.

• Investment advice for alternative asserts, real estate, and business.
  
  Flat Fee Service Plans $48,000 a year.

Flat Fixed-Fee Financial Planning:
Advice & Investment Management

We look at everything Personal for you.

• Advanced personal and estate financial planning to secure everything you value.

• Estate Planning Document Prep.

• Investment management for both personal and business.

• Investment advice for alternative asserts, real estate, and business.
  
  Flat Fee Service Plans $36,000 a Year.

Separated Financial Advisory Services For You

Tailored financial solutions for small business owners to achieve growth, stability, and long-term success.

CFO Finance Advice +

Financial Planning to align your business goals with objectives for sustainable success.
Flat Fee Service Plan $12,000 a Year, Paid Monthly.

CFP® Professional Personal Finance Advice +

Advanced personal financial planning to secure your future while supporting your business.
Flat Fee Service Plan $9,000 a Year, Paid Monthly.

CIO Investment Management +

For those with $500K to 2M in net worth.
Usually need $250K Invested for this to make sense,
otherwise a few hours of advice charged hourly is better.

For $9,000 a year: paid monthly:
No commissions, no hidden fees, just great value.

• Personal Investment Management

• Total Asset Map of all Wealth

• 1 Advanced Investment Planning Topic : Real Estate APOD, Cryptocurrency, Alternative Investment

CVO Business Accelerator +

From Vision to Results Without the Guesswork
You’ve got the ideas. We help integrate.
Coaching, planning, and strategy so you can:

• Get clear on what you want

• Build a plan to make it happen

• Stay focused and follow through

Simple tools. Smart support. Real progress.
For $12,000 a year: paid monthly:

For business owners withing 5 to 10 years of exit. Most owners wait to long... but it can take 3 years to get a business ready for sale or transfer, it can take a year to sell it, and there are ways to massively save on taxes if you start 5, 7, or 10 years out. Your options are limited the longer you wait.

This $12,000 engagement gives you clarity, direction, and a fully customized exit plan and map you can move on right away.

We’ll help you:

• Understand your best exit options

• Spot what’s holding your business back

• Get a detailed plan to protect your wealth and boost business value

This isn’t just coaching. It’s a full roadmap, built with your team in mind and coordinated with your legal and financial advisors. So when the time comes to move on, you’re ready-and confident.

CBEC® CEPA®
Advanced Exit Planning+

If you're planning to exit your business in the next two years, this engagement is built for you. We help you sharpen your business, reduce risks, and walk into the transition with a clear, confident plan.

For $24, 000, Here’s what you get:

• A full business review to identify value gaps and quick wins

• Clarity on the exit options that fit your timeline and personal goals

• Readiness assessments—both for you and your business

• A focused action plan with real steps to improve value and avoid mistakes

• Coordination with your CPA, attorney, and financial team to keep everything aligned

This is a deep-dive engagement designed for owners who can’t afford to guess. You get strategy, structure, and next steps-so you’re not just hoping things go well... you're making sure they do.

Late Stage Enhance & Exit
Exiting Within Next 24 Months?