Know exactly what your business is worth — and what it takes to grow it.
We turn the numbers you already have into a clear, boardroom-grade picture of where value is being created, where it's leaking, and the specific moves to close the gap. Rigorous enough for a lender or a buyer — in plain English for the owner. In days, not months.
A strategy-firm diagnostic, built for owner-operated businesses.
Most small and mid-sized businesses can't justify a six-figure consulting engagement — yet they face the same questions the biggest companies pay to answer. Is the business getting healthier or weaker? What are its real earnings? What is it actually worth, and what would make it worth more? We answer those questions with the discipline of a top firm and the directness an owner deserves.
Every figure we present traces back to your own books. We show our work and never guess.
Technology does the heavy lifting; a real advisor curates the analysis and signs off on it.
Not a data dump — a clear story, a sized opportunity, and a plan with owners and dates.
A simple, fast, five-step engagement.
A short kickoff to understand the business and your goals. You share the QuickBooks exports you already have — no lengthy questionnaires.
We restate your financials onto a clean, comparable basis and run the full suite: margin, cash, working capital, valuation, customer concentration, and risk.
We size what the business is worth today versus its potential, and build a sequenced plan of owned, dated, costed initiatives to close the gap.
We walk you through it in plain English, pressure-test the findings with you, and agree on the priorities that matter most.
We track the initiatives and refresh the diagnostic as you execute — so progress is measured, not assumed.
Clarity, a number, and a plan you can act on Monday.
Where the business is strengthening or slipping — margin, returns, cash, and risk — with the drivers behind each.
What the business is worth today and its potential, on a basis a buyer or lender would accept.
A specific dollar figure for the value on the table, bridged by the exact levers that unlock it.
Owned, dated, sized initiatives that reconcile to the value gap — no vague to-dos.
An editable presentation and a one-page talking sheet you own and can reuse.
Secure, read-only access to your full analysis — every dashboard, refreshed as you execute.
Start where it fits — scale as you see the value.
Clarity and a plan, fast.
- The full analytical diagnostic across every dimension
- Value gap sized, with the levers to close it
- Boardroom deck + one-page talking sheet
- A working session to walk it through
Clarity, plus a partner to execute.
- Everything in the Diagnostic
- Hands-on help executing the top initiatives
- Progress tracking against the value gap
- On-call advisory through the engagement
A finance-and-strategy function on call.
- Quarterly or monthly refreshed diagnostics
- Continuous initiative tracking and reporting
- Priority advisory for the decisions that matter
- Board- and lender-ready materials on demand
Engagements are scoped to your business. [ Add your pricing / packaging here ] — or simply reach out and we'll recommend the right fit.
Consulting-grade rigor, without the six-figure price or the six-month wait.
Defensible, not hand-wavy. Every number traces to your books, and we cite the methods behind them — the analysis stands up to a buyer, a lender, or a board.
Fast, because it's built right. A purpose-built engine does in minutes what used to take analysts weeks — so we spend our time on judgment and your priorities.
Plain-spoken. We lead with the answer, then the evidence. You'll always know what we found and what to do about it.
You own it. The deck, the plan, and a live portal are yours to keep and reuse — not locked in a filing cabinet.
Let's find the value in your numbers.
Send us your latest financials and we'll show you exactly where your business stands — and what it would take to move it forward.
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