The Engagement Model

Two phases. One model.

Every relationship starts with the 30-day Plan of Action. Implementation only begins when the Roadmap is in hand and you have approved the scope. Optional Operational Bench Seat by inquiry.

Phase 1 · Plan of ActionPhase 2 · ImplementationTier 3 · Bench Seat
  1. Phase 1 · 30 Days · $10K–$15K
    The Diagnostic

    Plan of Action

    Engage us to research your operation and deliver the plan. No long-term commitment. You approve the roadmap before moving to Tier 2.

    Every engagement begins here. A 30-day forensic diagnostic inside your operation. We learn the workflows, decisions, relationships, and informal practices that make it work. No long-term commitment. No surprise scope. You approve the roadmap before you commit to execution.

    Schedule a Diagnostic Conversation
    What you get
    • 30-day operational mapping

      We spend 30 days inside your operation, learning how money actually moves through the business.

    • 100-Day Roadmap

      Delivered on day 30. Specifies what needs to happen, in what order, and by when. Named owners and explicit exit criteria.

    • Approval-gated next phase

      You approve the roadmap before any implementation work begins. No assumed continuation.

  2. Tier 2 · Typically 60 + 30 days · $15K–$25K / month
    Execution

    Implementation

    Engage us to execute the plan. We embed with your team, build the systems, transfer the knowledge, and exit when your operation runs independently.

    Once the Plan of Action is approved, it becomes the agreement for implementation. We embed with your team, build the playbooks using tools you already own, train your people, and validate the system in production. Most engagements run roughly 60 days of build plus a 30-day testing window; complex scopes can extend. Whatever duration the plan defines, we guarantee it.

    Schedule a Diagnostic Conversation
    What you get
    • Documented playbooks for every critical workflow

      Built using tools your business already owns. Owned by your team, not by us.

    • Your team trained by doing

      We do this with you, not for you. Knowledge transfer confirmed through direct observation.

    • Scope-defined, then guaranteed

      The Plan of Action defines the timeline based on actual scope. We guarantee what we scoped: 10% fee reduction per week we exceed it, as long as you provide access and make decisions on time.

  3. Tier 3 · By Inquiry Only
    Embedded Bench

    Operational Bench Seat

    For GPs looking to clear or take action on their growing backlog of stalled implementations.

    Embedded portfolio operations capability for sponsors and family offices managing multiple service-business acquisitions. Equity participation available. By inquiry only.

    Inquire
    What you get
    • Embedded portfolio operations capability

      A standing bench across multiple acquisitions in your portfolio.

    • Equity participation available

      Structured to align with the long-term operational outcomes of the portfolio.

    • Inquiry only

      We engage selectively. Start with a conversation.

Ready to move?

Start with a 30-minute diagnostic conversation.

Schedule a Diagnostic Conversation