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Your questions, answered. Here you'll find clear, direct answers about how we partner with founders to build stronger, more valuable companies. Our process is designed for clarity and momentum.
A quick note on fit: Our partnership model is built for execution-ready founders of established U.S. and Canadian companies with $500K-$5M in annual revenue. If that's you, you're in the right place. Have a different question? Our on-site guide, Alex, can help you find what you need.
We begin with a Business Health Assessment to analyze your business and create a clear strategic plan. From there, you decide if you want to execute the plan on your own or with our executive partnership.
The initial session is an intensive deep dive into your goals, challenges, and opportunities. We use this to build your Growth Blueprint, which is an actionable plan to move your company forward.
you must be an established, operating company with $500K-$5M in annual revenue anda leadership team that is 100% committed to executing the strategies we build together.
For qualified partners, the first 30 days include weekly 60-90 minute sessions with your fractional executive to begin implementing your Growth Blueprint. If we both agree it's a strategic fit, we continue on a month-to-month basis; if not, there is no cost.
No. For our advisory and fractional executive tiers, we operate on a Net 30 basis. Your first invoice is sent after the 30-day onboarding period is complete.
No, all of our fractional executive and advisory services are month-to-month. We believe our results should be the reason you stay.
We can begin implementing your Growth Blueprint immediately after you approve the plan and decide to move forward with our executive partnership.
Yes, our month-to-month agreements offer the flexibility to pause or cancel anytime. We understand that business and life require adaptability.
Absolutely. Many of our partnerships begin with a focus on a single critical area and expand as new priorities emerge.
Startups do not qualify for the 30-day onboarding. We support startups by first creating a custom Business Plan, which is a project-based engagement with a fixed fee.
You will be paired with a dedicated fractional executive whose experience matches your needs. They are supported by our entire in-house team of 12 senior professionals.
Your lead fractional executive remains your primary partner. However, we leverage the specific expertise of other executives on our team (e.g., a fractional CMO for marketing) as needed to deliver the best results.
We communicate through whatever channels work best for you, including Zoom, phone, email, and our shared project management platform, Monday.com.
The cadence depends on your chosen tier, ranging from daily to monthly. Our most popular Pro tier includes a powerful weekly strategic meeting.
While the majority of our work is performed remotely, on-site visits can be arranged as needed to support key initiatives.
We are a boutique firm by design and limit our active client roster to 50-70 companies. This ensures every partner receives the focus and attention they deserve.
Yes, our team consists of dedicated, in-house professionals with 15-30+ years of experience. We do not use freelancers or subcontractors.
All engagements are covered by a mutual non-disclosure agreement (NDA). We use secure, encrypted platforms to protect your company's sensitive information.
Our standard toolkit includes Monday.com for project management, Google Workspace for documents, and Zoom for meetings. We are flexible and can adapt to your preferred systems.
For urgent matters, we provide dedicated channels for emergency support to ensure you have the help you need, when you need it.
Our team has deep experience across a range of sectors, including construction, manufacturing, professional services, healthcare, real estate, hospitality, and retail.
Yes, we specialize in business turnarounds. In the first 30 days, we focus on stabilizing cash flow, cutting unnecessary expenses, and building a 90-day survival plan.
Absolutely. We identify high-impact opportunities to leverage automation and AI to streamline your operations, reduce costs, and boost productivity.
Yes, we provide due diligence support and strategic assessment to help you evaluate the potential of a business acquisition and make a confident decision.
Yes, we assist with recruitment strategy, defining roles and responsibilities, creating job descriptions, and implementing effective onboarding systems.
Yes. We conduct margin analysis, competitive positioning, and value-based pricing reviews to ensure your pricing strategy is maximizing profitability.
We help design and optimize your entire sales process, from scripting and training to CRM implementation and management.
Yes, we help create institutional-grade pitch decks and refine your fundraising strategy to attract the right investors.
We do not provide legal or licensed accounting services directly, but we can connect you with our network of vetted CPAs and attorneys.
Yes, we facilitate and document comprehensive succession plans for family businesses and founders planning an exit, ensuring a smooth transition that protects your legacy.
Our firm is based in St. Petersburg, Florida. We serve clients across the United States and Canada through a remote-first model.
Our advisory services are offered in four tiers (Elite, Pro, Standard, Essentials) with pricing determined by the required intensity and meeting cadence. Engagements are month-to-month.
The investment for a custom business plan ranges from $2,500 to $8,000, depending on the complexity and whether it's for internal strategy or institutional funding.
Yes, we offer flexible financing options for qualified businesses to ensure our partnership is accessible.
Yes, clients have the option to prepay for a 12-month engagement to receive a discount of up to 15%.
If on-site work is required, travel expenses are billed at cost with your prior approval.
We accept Zelle, credit card, and wire transfers.
Yes, we can provide anonymized case studies and references upon request after our initial consultation.
We work with non-profit organizations on a case-by-case basis, often with an adjusted pricing structure.
We appreciate referrals. For a qualified referral that becomes a client, we offer a 10% credit toward your next month's invoice as a thank you
Start with a focused session to build an actionable plan for your business's future.
A question is a sign you're ready for a better answer. How much more could you achieve with an experienced executive partner dedicated to your success? Let's build the plan that makes it happen.
Have a specific challenge? Connect directly with a senior executive to discuss your unique business needs and goals.
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