Packages
Each engagement is designed for established business owners, whether you are running an independent company, a franchise, or a family business, who are ready to close the gaps, build real value, and design a business that works for them. Every engagement is tailored to your specific situation and goals.
Clarity + Strategy Session
You have a specific problem or decision. We spend 90 minutes together focused entirely on your situation. You walk away knowing exactly what to do and how to do it.
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Pre-session intake form
90-minute advisory session
Customized action plan and roadmap for your specific challenge
30-day follow-up email support
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90 minutes
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$997
Business Diagnostic plus Roadmap
We use a diagnostic tool to dig deep into how your business actually works, what's holding you back, and your estimated business value. We identify your top priority problems. Then we build a clear plan for exactly how to fix them. Over six sessions, we work together to turn that plan into real actions you can execute.
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Pre-Engagement intake form
Full business diagnostic assessment and review
Estimated business value report
Identification of your top three priority gaps
Customized strategic roadmap with clear next steps
Eight advisory sessions
Recommended resources tailored to your top priority gaps
Email or text support between sessions with 48 - 72 hour response
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90 days
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Investment discussed during the discovery call
Strategic Implementation and Advisory
You have a plan. Now we execute it together. We meet biweekly to work through your biggest gaps across operations, leadership, systems, and strategy. We use proven approaches and accountability structures to keep you on track and moving forward. Over six months, we transform your business from one that needs you everywhere to one that runs smoothly without you.
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Pre-engagement intake form
Strategic Deep Dive Session
8 bi-weekly 60-minute advisory sessions
Ongoing email or text support between sessions with 24 - 48 hour response
Hands-on support closing gaps across operations, leadership, systems, and strategy
Strategic planning support for transitions, scaling, or long-term growth
Support with family business dynamics, exit strategies, or owner transition
Optional continuation as Ongoing Strategic Advisory after engagement ends
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6 months
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Investment discussed during the discovery call
Ongoing Strategic Advisory
You want a trusted partner in your corner every single month. We work together consistently to keep your business growing, solve problems as they come up, and make sure you are always moving toward the future you actually want. Whether you are building long-term value, preparing for an ownership transition, or simply want sustained strategic guidance, this is your space to think, plan, and execute with support.
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Monthly 60-minute strategic advisory session
Email or text support between sessions with a 24 - 48 hour response
Ongoing strategic planning and course correction
Progress tracking and accountability
Support with owner transition and exit preparation
Access to tools, frameworks, and resources as needed
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Month to month, minimum three months recommended
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$3,500 per month
YOUR NEXT STEP STARTS HERE
Not sure where to start? Take the Free Value Builder PreScore discovery call. It takes 15 minutes and will show you exactly where your business stands across the eight key drivers of Value. Most clients start here.
This is a no-pressure conversation to explore your goals, assess alignment, and determine which path forward best supports your business and leadership journey.
