Some customers pay you. Some cost you.
At least 3x the fee in owner-accepted value, in 14 days, or you pay nothing. For owner-led companies, $5M to $50M, whether you’re running it or getting it ready to sell.
Revenue’s up. Profit isn’t. And your numbers can’t tell you why.
The Decision Diagnostic shows you, in 14 days, which products, customers and jobs actually make money, where the recoverable cash and margin sit, and what to decide first.
You can’t sell a company on numbers you don’t trust yourself.
Most owners aren’t waiting for the right market. They’re waiting for numbers they’d be willing to show. The Sellable-Numbers Scan shows you your company the way a buyer will, in dollars, in 14 days. Buying a company instead? Same lens, pointed the other way.
A $30M services firm: $380K of working capital recovered and the monthly close cut from 22 days to 3, in 90 days. · A $25M consumer products manufacturer whose owner didn’t trust the P&L behind the bankers’ estimate; the work roughly doubled the modeled exit value.
Revenue says who is big. Margin after cost to serve says who is good.
Most owners rank customers by the first and never see the second.
Ask any owner
Which of your top ten customers are in the bottom right?
- Grow
- Small and profitable. Worth more of.
- Protect
- Big and profitable. The real core.
- Fix or release
- Small and losing money.
- Reprice
- Big and losing money. The shock.
Two questions. Four places to start.
Running it or selling it, the first move depends on these two answers.
Ask yourself
Which box are you in today?
Your books tell you what happened. They can’t tell you what to do next.
Your accounting was built to answer one question: what happened. It closes the month, files the taxes, satisfies the bank. It was never built to answer the questions an owner actually faces: which work makes money, what to do next, and what the company is worth.
Here’s the part nobody says out loud. Everyone who touches your numbers is paid to serve something other than you. The tax preparer optimizes the return. The bookkeeper closes the month. Not one of them is there to find the margin, the cash or the value.
The decisions weren’t wrong. You made them on the only numbers you had, and those numbers were never built to decide from. Growth covered it. Then a big call lands, or a buyer calls, and the gap has a price.
A sale price is a multiple times earnings. We work both numbers.
The Decision Diagnostic or the Sellable-Numbers Scan, 14 days.
The Diagnostic if you're running it; the Scan if you're selling. We normalize your numbers and run the Six Trap Diagnostic™. You get the recoverable cash and margin in dollars, and on the Scan, what diligence would knock off your number. From $10,000, fixed. Guaranteed.
How Find works →The 90-Day Decision Resolution.
The Financial Rhythm System™ installed: numbers you can decide from and defend, proven on your real decisions, in market. If you're selling, the trailing-twelve clock starts here.
How the install works →The Decision Partnership or the Exit-Value Partnership.
The Decision Partnership keeps the rhythm running on retainer. For owners heading to market, the Exit-Value Partnership spends the 12 to 24 months before a sale building the value the Scan found and the trend a buyer will pay for. Our fees are tied to the value created, never to the deal. We take no piece of the transaction.
The Partnership, both faces →The first 14 days.
- Day 0 Signed Engagement letter signed. Data request list and the 14-day calendar.
- Day 3 Kickoff Kickoff done. Data room set up. Six Trap Interview booked.
- Day 7 Draft Decision Register draft ready for your review.
- Day 14 Readout 60 minutes: the findings in dollars and the first three moves. The guarantee is measured here.
Five numbers your books don’t show you.
Four come out of the 14-day Find. The fifth proves the rhythm is running.
- 01 Losing-revenue share 22% of revenue comes from customers who lose money
- 02 Decision drift $1.71M a year on decisions nobody has re-made in 12 months
- 03 Days to cash 58 days from finished work to money in the bank
- 04 Forecast hit rate 11 of 13 weeks cash landed within 5% of the forecast
- 05 Believability gap $0.75M of EBITDA a buyer won’t believe
Illustrative figures. Not client data.
We put the risk on our side of the table.
The Diagnostic or the Scan: at least 3x the fee in owner-accepted value, in 14 days, or you pay nothing. Typical 5x to 10x. Owner-accepted value is recoverable cash, recoverable margin, avoided cost, and on the Scan, dollarized valuation exposure.
The 90-Day Resolution installs the rhythm and proves it in market, or every fee is refunded and you keep every artifact we built. We never guarantee a sale price or a multiple.
The guarantee mechanics, in full →
“If the financial statements only tell you where you’ve been, they don’t tell you anything about where you’re going.”
The filter runs both ways.
It is for you if
- You own an operating company between $5M and $50M in revenue.
- A real decision is on the table: a price, a hire, an expansion, a bank renewal, a sale, a succession.
- You're tired of making it half-blind.
- EOS and Vistage operating companies, manufacturing, consumer products, professional services, and construction.
This is not for you if
- Under $5M in revenue. The guarantee math does not hold, so we refer out.
- You want someone to promise a sale price or find you a buyer. We do not sell companies.
- Happy deciding on instinct, or unwilling to act on the numbers.
- Shopping for bookkeeping on its own.
Fixed before we begin. Banded to your revenue.
| Engagement | $5M to $8M revenue | $8M to $25M | $25M to $50M |
|---|---|---|---|
| Decision Diagnostic or Sellable-Numbers Scan (14 days) | $10,000 | $15,000 | $20,000 |
| 90-Day Decision Resolution | $30,000 | $45,000 | $60,000 |
| Decision Partnership or Exit-Value Partnership (monthly) | $7,500 | $10,000 | $12,500 |
A Resolution signed within 7 days of the Find readout credits the Find fee in full. Partnerships add 5% of Realized Value, validated quarterly, never a percentage of a sale. The floor is $5M in revenue; below that the guarantee math does not hold, so we refer out.
Decide from the numbers. Prove it in the cash.
One 30-minute fit call. If it fits, the 14 days start.
See if you qualify