Four tiers. One partner who already knows your business.
Validate. Scale. Automate. Command. Enter where the need is sharpest — move up as trust compounds and the stakes get higher.
Validate
$1,895 — flat fee
An independent read on your offer — or your readiness for one — and what it would take to get a bigger number. Goes beyond a directional read: this is built from your actual numbers, your actual deal terms, and a real conversation.
- Confidential intake call (45–60 min)
- Preparedness snapshot — how the business looks to a buyer today, in plain terms
- Top value-gap list, 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 — earnout, working capital peg, non-compete scope, escrow terms
- Valuation sanity check against standalone multiples
- Written recommendation plus one follow-up call
- Value-gap dollars identified
- Quick-win items with a 90-day close window
- Deal terms flagged for renegotiation, when an offer is in hand
- Exit Optionality Score baseline — same scale used in Tier 03, so progress is trackable if you move up
7 business days standard, 5 if paperwork is already in hand.
Scale
Starting at $4,995 / month
Bundle with Automate: $7,995 / month combined
More of the right people finding you, and choosing you over the platform down the street.
- Monthly competitive intelligence brief
- Website audit and optimization (or new build if needed)
- 4 pieces of marketing content monthly — email, social, local SEO
- AEO/GEO visibility work
- Recruitment marketing — job post templates, Indeed and social campaigns
- Brand system review and refinement
- Monthly 60-minute strategy call
- Website lead conversion rate
- Cost per lead (organic vs. paid)
- Google review velocity and rating trend
- Technician application volume month-over-month
Website roadmap within 2 weeks · Review velocity improvement within 30 days · Conversion lift within 60 days.
Automate
Starting at $4,995 / month
Bundle with Scale: $7,995 / month combined
The leads are already coming in. This is what makes sure you don't lose them.
- Every call, text, and form fill gets a reply within 60 seconds, day or night — the system qualifies job type and urgency, books routine jobs straight onto your calendar, and flags anything ambiguous for a callback
- Nurture and follow-up sequences for leads that don't close on the first call
- Sales process and script development
- Automated review generation post-service
- Service agreement program design for recurring revenue
- Lead response rate (industry avg ~40%; target 100%)
- After-hours leads captured and converted
- Service agreement attach rate (target 20%+ of completed jobs)
- Recurring revenue from service agreements
Response system live within 2 weeks · Attach rate trending up within 90 days.
Command
Starting at $8,995 / month
Standalone — no prior engagement required
Acute, focused work on what makes the business worth more — and what lets it run without you in the room. Whether the goal is a stronger offer at exit or simply a business that gives you your life back, this is where the business itself gets built to deliver it.
- PE Readiness Audit in month one (standalone value $10,000)
- 3–5 year roadmap tied to KPI targets, with milestones every 90 days — exit-ready or freedom-ready, your call
- Monthly PE Readiness Score dashboard
- Multi-trade expansion strategy
- Operational documentation — SOPs, org chart, owner-dependency reduction
- Financial narrative and EBITDA normalization support
- Quarterly PE market intelligence
- M&A advisor and legal network introductions, when and if you want them
- Weekly touchpoint available
- PE Readiness Score (1–100)
- Estimated current exit multiple, updated quarterly
- Recurring revenue as % of total
- Owner dependency score (target: business runs 90 days without you)
- EBITDA margin trend
Readiness Audit delivered month one · First milestone check-in at 90 days · Documentation complete within 90 days.
Dealers on a defined exit timeline can also engage a focused Exit Sprint — ask about fit.