The practice
Three tiers. One partner who already knows your business.
Validate. Scale. Command. Enter where the need is sharpest — move up as trust compounds and the stakes get higher.
TIER 01
Validate
STARTING AT $2,250 — FLAT FEE
An independent read on your offer — and on what it would take to get a bigger one.
Service offerings
- Confidential intake call (45–60 min) — a straight conversation about where the business stands and what's driving the decision
- Preparedness snapshot — how the business would look to a buyer today, in plain terms
- Top value-gap list — the specific things suppressing your number, ranked by dollar impact
- Quick-win vs. long-lead labeling — what closes in 90 days vs. what takes a year or more
- Deal-term review, if you have an offer or LOI in hand — line-by-line read on earnout, working capital peg, non-compete scope, and escrow terms
- Valuation sanity check, if you have an offer in hand — how the number stacks up against standalone multiples
- Written recommendation plus one follow-up call
Key metrics
- Value-gap dollars identified
- Quick-win items with a 90-day close window
- Deal terms flagged for renegotiation (when an offer is in hand)
- PE Readiness Score baseline — same scale used in Tier 04, so progress is trackable if you move up
- Turnaround: 7 business days standard, 5 if paperwork is already in hand
TIER 02
Scale
Starting at $4,995 / month
AI-powered operations plus marketing that grows the business.
Service offerings
- AI lead response agent — captures, qualifies, and follows up on every inbound lead 24/7
- AI-powered review generation — automated post-service outreach to drive Google velocity
- Monthly competitive intelligence brief — what PE-backed platforms in your market are doing
- Website audit and optimization (or new build if needed)
- Monthly marketing content — 4 pieces across email, social, local SEO
- Recruitment marketing — job post templates, Indeed and social campaigns
- Brand system review and refinement
- Service agreement program design — the foundation of recurring revenue
- Monthly strategy call (60 min)
Key metrics
- Lead response rate (industry avg: ~40%; target: 100%)
- After-hours leads captured and converted
- Google review velocity and rating trend
- Website lead conversion rate
- Cost per lead (organic vs. paid)
- Service agreement attach rate (target: 20%+ of completed jobs)
- Technician application volume month-over-month
- Recurring revenue from service agreements
Monthly deliverables
- AI lead response agent configured, trained, and live
- AI review generation campaign and follow-up sequences
- Monthly competitive intelligence brief
- Website audit and optimization roadmap
- 4 marketing content pieces per month
- Recruitment marketing campaign assets
- Service agreement program rollout kit
- Monthly 60-minute strategy call
Timeline for results
- Lead response agent live within 2 weeks
- Review velocity improvement within 30 days
- Website conversion lift within 60 days
- Service agreement attach rate trending up within 90 days
TIER 03
Command
Starting at $8,995 / month
Full strategic partnership. Built to win — or built to exit on your terms.
Everything in Tier 02, plus:
Service offerings
- PE Readiness Audit delivered in month one (standalone value: $10,000)
- 3–5 year Exit Roadmap tied to specific KPI targets and timeline
- Monthly PE Readiness Score — proprietary dashboard showing exactly where you stand and what each gap costs you at exit
- Multi-trade expansion strategy
- Operational documentation support — SOPs, org chart, owner-dependency reduction
- Financial narrative preparation — EBITDA normalization, revenue quality documentation
- PE market intelligence — active buyers, current multiples, platform acquisition activity
- M&A advisor and legal network introductions when ready
- Weekly touchpoint available
- Exit facilitation at close
Key metrics
- PE Readiness Score (proprietary 1–100 scale)
- Estimated current exit multiple (updated quarterly)
- Recurring revenue as % of total revenue (target: 25%+)
- Owner dependency score (target: business runs 90 days without you)
- EBITDA margin trend
- Technician utilization rate
- Customer retention rate
Monthly deliverables
- PE Readiness Audit delivered in month one
- 3–5 year Exit Roadmap with milestone timeline
- Monthly PE Readiness Score dashboard update
- Multi-trade expansion plan and rollout map
- Operational documentation package (SOPs, org chart)
- Financial narrative and EBITDA normalization support
- Quarterly PE market intelligence report
- Weekly touchpoint and exit facilitation support
Timeline for results
- PE Readiness Audit delivered in month one
- Exit Roadmap finalized within 60 days
- Operational documentation complete within 90 days
- Exit multiple estimate updated quarterly