A 12–24 month AI-powered advisory engagement that systematically increases your business's enterprise value across the 8 drivers that buyers pay a premium for.
We begin with a comprehensive Business Value Scorecard — a data-driven assessment that reveals your business's current value, your biggest gaps, and your top priorities. This establishes your baseline valuation, the reference point for measuring value created.
We systematically de-risk your business, addressing the issues that kill deals and reduce valuations. This phase ensures your business is diligence-ready before any buyer sees it.
The core of the program. We run targeted 90-day value sprints focused on the 8 drivers that buyers pay a premium for. Each sprint has a measurable outcome tied to enterprise value.
With your business at peak value, we prepare for the exit event. We identify your ideal buyer profile, structure the deal, and position your business to command the highest possible multiple.
The exit is not the end. We help you plan what comes next, ensuring you have a clear vision for life after the sale and the right wealth management team in place.
Both tiers include a success fee — because our firm's financial outcome is tied directly to yours.
All engagements begin with a complimentary strategy session. No obligation.
Our success fee is not an add-on — it is the clearest signal we can give that we are genuinely invested in your outcome, not just your process.
At the start of every engagement, we conduct an independent baseline valuation of your business. At exit, our success fee is calculated on two components: a base fee of 1% of the total sale price, plus 10% of the value we add above that baseline.
This means our firm only earns the performance component if we actually improve your outcome. We are not paid to advise — we are paid to deliver results.
"Our fee structure has two components. The retainer covers the advisory work and AI systems implementation. The success fee is how we put our own money on the line. Most advisors charge one or the other. We charge both because we deliver both."
An independent valuation is conducted at program start — the reference point for measuring value created.
Sale price means total consideration: cash, earnouts, deferred payments, and non-cash consideration at fair value.
The success fee applies after 12 months of engagement — ensuring the methodology has time to deliver results.
The success fee applies to any sale completed within 36 months of the engagement ending.
A client on the Elite program investing $7,500/month for 12 months ($90,000 total) who increases their business value from $2.8M to $4.5M has added $1.7M to their exit proceeds.
The retainer is $90,000. The value created is $1,700,000. That is a 18.9x return — before accounting for the tax advantages of a higher sale price.