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: Value Opportunity Profile 1 Month

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 & 20K USD Avg Fee for: Lower Middle Market with 15-100 M Rev
⬡ 60 days & 13K USD Avg Fee for: Small Business Owners with 5-15 M Rev
⬡ 30 days & 7K 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

Value

Growth Outcome Examples

Click on a case study card to see the results

Phase 2: Month 1 Strategy Design

Clarify your Mission, Vision, Values...
cut away till you see your strategy.

Deliverable: Game Theory Clarity &
Shape of your Business

• Define the Shape of your business

• Clarify the Purpose of your business

• Define the rules of your game.

• Create a field of play where success becomes inevitable

Phase 2: Month 3 Leadership & Sales

Strengthen Leadership. Build a Repeatable Sales Engine.

Deliverable: Sales & Leadership Operating Playbook

• Clarify leadership roles and accountability

• Audit and rebuild sales process + CRM structure

• Define revenue KPIs and sales scorecard

Phase 2: Month 4 Marketing & People

Attract the Right Clients. Build the Right Team.

Deliverable: Marketing Engine Map + Team Development Plan

• Refine marketing messages and core campaigns

• Launch organic + paid lead-gen channels

• Identify key hires and create people plan

Phase 2: Month 5 Operations & Finance

Systematize. Optimize. Improve Profitability.

Deliverable: Ops Blueprint + Strategic Financial Model

• Document SOPs and fix bottlenecks

• Analyze margins, pricing, and P&L structure

• Design your Strategic Financial Dashboard

Reduce Risk. Protect Value. Ensure Continuity.

Deliverable: Risk Readiness Plan + Continuity Matrix

• Review legal exposure and business continuity gaps

• Draft risk mitigation checklist

• Begin your succession readiness path

Phase 2: Month 6 Legal & Continuity

Phase 2: Month 2 Strategic Focused Business Planning

Start Leading With Vision

Deliverable: 1 Page Strategic Business Plan

• Build your Strategic into your Living Business Plan

• Define your relentless execution rhythm

• Align priorities across departments

• Install Owner Dashboard + meeting cadence

Phase 2: Future-State Vision

Strategic Design & Business Financial Planning

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

⬡ 9 months & 36K USD Avg Fee for Accelerated Tuning: Lower Middle Market Owners with 15 - 100 M Rev
⬡ 6 Months & 18K USD Avg Fee for Growth Capacity: Small Business Owners with 5-15 M Rev
⬡ 3 months & 12K USD Avg Fee for Essential Strategy: Main Street Business Owners with 1-5 M Rev

Create a strategic blueprint to capture the value opportunities identified during the assessment. This phase includes deep-dive design and planning across all critical functions of the business: Strategy, Leadership, Sales, Marketing, People, Operations, Finance, and Legal. This process take from 3 to 9 months.

You Get: Extreme Clarity in strategy, planning, and action.

From here: You can do it yourself, ask us for some help, or continue to phase 3.

Phase 3: Implementation

Help climbing up the upward spiral

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
This phase can last 1–5 Years, and may have quarters where no help is needed, or may be tuned into an Annual Checkup which looks a lot like the Initial VOP.

Execute the Strategic Plan with support, discipline, and adaptive recalibration. Use performance dashboards and regular reviews to stay on track, measure the value created, and continue aligning the business with long-term goals.

You Get: Professional help executing the hidden levers of your business.
From Here: At any time, you can do it on yourself, ask us for some help, or go to phase 4.

Phase 4: Exit Transition

Be ready for the next part of your journey

This does not Include EXIT PLANNING. See our page on Exit Planning for more.

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
⬡ Quarterly Paid Monthly @ 1.5K USD Avg Fee for: Main Street Business Owners with 1-5 M Rev
⬡Quarterly Paid Monthly @ 4K USD Avg Fee for: Small Business Owners with 5-15 M Rev
⬡ Quarterly Paid Monthly @ 8K USD Avg Fee for: Lower Middle Market Owners with 15 - 100 M Rev

6–18 Months Timeline

Plan and complete your ideal transition—internal, external, or legacy-based. Ensure deal structure, terms, and timing align with your values. Know your business is investment-grade, transferable, and ready for the next chapter.

You Get: Guide through the changing landscape and transitions of your life