Days 1–30
Diagnose
See where you stand before deciding where to go.
Financial snapshot · Owner-time audit · Revenue concentration review · Exit-readiness score
The 90-day exit runway
Prepare to sell, hand over, or wind down with a focused 90-day plan. Reduce owner dependence, understand your cash, and make your next chapter a choice—not a crisis.
Remote advisory for owner-operated service businesses.
The destination
More options. Less dependence.
A documented transition plan
Weekly virtual advisory
No pressure to sell
From essential to optional
For agency founders, bookkeepers, trade business owners, and boutique consultants whose business still revolves around them.
You don’t need to be ready to leave. You need a business that gives you the option.
Built around your working week
Video calls, a shared workspace, practical templates, and async video feedback between sessions. Delivered entirely remotely.
Days 1–30
See where you stand before deciding where to go.
Financial snapshot · Owner-time audit · Revenue concentration review · Exit-readiness score
Days 31–60
Make the business less dependent on your daily involvement.
Cash-flow dashboard · Pricing and margin fixes · Delegation and automation · Core SOPs
Days 61–90
Turn your options into a documented next-step plan.
Business overview · Transition plan · Buyer or successor shortlist · 12-month value-building roadmap
The goal is readiness—not a guaranteed sale, valuation, or transaction within 90 days.
Choose your starting point
Fees vary with scope and complexity. Confirm your package and fee before engagement.
The core engagement
$3,000–$7,500 / program
Weekly advisory to improve cash visibility, document how your business works, and prepare a credible handover roadmap.
Start here
$250–$500 / 90 minutes
A focused diagnostic conversation to understand your exit options and identify the work that matters next.
Keep the momentum
$1,500–$4,000 / month
Ongoing guidance as you build value and work through your transition. Deal-readiness review and broker or M&A referrals can be scoped separately.
Prefer a self-assessment? Ask about the free Exit Readiness Scorecard when booking.
Your next chapter starts with clarity
Retirement, a handover, a sale—or simply more breathing room. Let’s make the next step deliberate.