Pricing
Engagements Structured Around Outcomes
We do not sell hours. We structure engagements around the work required to move a business from where it is to where it needs to be.
How We Price Our Work
Our fees are structured as fixed-scope engagements, not open-ended retainers. Before any engagement begins, we agree on the specific outcomes we are working toward, the timeline, and the total investment. There are no hourly overages and no scope creep billed after the fact.
We do not publish standard rates because no two engagements are the same. The investment required to prepare a $6M professional services firm for exit is different from the work required to install a management operating system in a $25M manufacturer. What we can tell you is how we think about it.
Engagement Types
Diagnostic Engagement
A structured assessment of the business through the lens of a sophisticated buyer or investor. We examine owner-dependency, management depth, operational documentation, financial quality, and customer concentration. The output is a clear-eyed picture of where the business stands today and what it would take to close the gap.
Ideal For
Owners who want to understand their position before committing to a longer engagement. Often the starting point for a full Value Building engagement.
Includes
- Full operational and financial assessment
- Owner-dependency mapping
- Valuation gap analysis
- Prioritized action roadmap
Value Building Engagement
Our core engagement. We work alongside ownership and the leadership team to execute the changes identified in the diagnostic — decoupling the business from the founder, building management infrastructure, and systematically closing the gap between current value and potential value.
Ideal For
Owners with a defined exit or transition horizon of 2–5 years who are committed to doing the work required to command a premium.
Includes
- Monthly leadership team engagement
- Management operating system design and installation
- Leadership development and succession planning
- Ongoing advisory access to senior principals
Transition Advisory
Focused advisory support for a specific transition event — a leadership succession, a recapitalization, a sale process, or a second-location expansion. We provide the outside perspective and operational expertise that owners need at inflection points, without the overhead of a full engagement.
Ideal For
Owners navigating a specific, defined transition who need experienced outside counsel without a long-term engagement commitment.
Includes
- Defined scope and timeline
- Senior principal involvement throughout
- Coordination with legal, financial, and M&A advisors
- Post-transition integration support
What to Expect
Diagnostic engagements typically range from $15,000 to $35,000 depending on business complexity. Value Building engagements are structured as annual retainers, typically ranging from $8,000 to $20,000 per month. Transition Advisory engagements are scoped and priced individually.
We are not the least expensive option. We are the option for owners who understand that the return on this work — measured in exit multiple, transaction value, or operational freedom — is the relevant metric, not the fee.
The Right Engagement Starts with the Right Conversation
Tell us where you are and what you are trying to accomplish. We will tell you honestly whether we can help and what it would take.