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One path. Four stages. A business that sells for 5–10× its current value.
Every engagement follows the same disciplined sequence — from a clear-eyed assessment of where you stand today to a buyer’s signature four years from now. Each stage earns the next; you never commit to the work ahead until the stage before it has proven its worth.
A 30–60 minute working session. What you’re worth, the gap, and an honest read on fit.
A four-week diagnosis: current value, four-year potential, the one limit, the blueprint.
I execute the blueprint against written value milestones, over roughly four years.
Find the right buyer and facilitate the sale on terms that protect what you built.
The guarantee
A refundable diagnostic. Milestone pricing — you pay as value appears, not before. And my personal commitment, start to sale.
The four engagements
Commitment escalates. So does the value.
The Assessment
What your business is worth today, what it could be worth, and the one thing between the two.
- A 30–60 minute working session with me
- A preliminary enterprise-value read from our Valuation Tool
- An honest fit assessment
- Your choice of one owner’s guide
The Diagnostic
A four-week, expert-led diagnosis of your true value, your four-year potential, and the blueprint to close the gap.
- A defensible current valuation
- A realistic four-year value projection
- The one thing most limiting that value, named plainly
- A milestone-by-milestone strategic blueprint
Implementation
I personally execute the blueprint — and you pay as the value is created, not before.
- I personally guide execution
- Direct work on the one thing limiting value
- Written value milestones with defined economics
- Quarterly reviews vs. the four-year projection
Exit Advisory
When the value is built, I help you find the right buyer and reach a closing table on the right terms.
- Buyer identification + qualification
- Positioning and diligence preparation
- Hands-on facilitation through close
- Alongside your legal + tax advisors
Only the Diagnostic carries a published fee, confirmed in your Assessment and fully refundable.
How milestone-based pricing works
You don’t pay for promises. You pay for value, as it appears.
Implementation is structured around a sequence of defined milestones — each a concrete deliverable that lifts your enterprise value, agreed in writing before the work begins. As each milestone is reached, the corresponding fee comes due, and not before.
- It puts my compensation on the line — my incentives and yours are identical.
- It protects your cash — you fund the work from value already materialized.
- It keeps the engagement honest — every milestone is a checkpoint.
How a four-year engagement is sequenced — four milestones, each a concrete deliverable:
5-Year Strategic Plan + Value-Driving KPIs
Operating Systems Focused on Output
4× Value Achieved
Owner Dependencies Removed
Each milestone carries its own defined fee — you pay at each step as the value is reached. Illustrative only.
The proof
$2M in revenue to a $32.5M sale.
The Service Co. transformation
Revenue, Year 0 → Year 4
Revenue grew roughly 9× over four years; net margin rose from 5% to 17%. The company sold for $32.5M. A residential-service company, anonymized.
Service Co. was profitable, growing — and unable to run without its owner. Making it a business a buyer could step into and own is what turned its performance into a premium sale.
Read the full case studyHonest answers
Questions owners ask first.
There’s no catch — there’s a method. Most owners undervalue their business and cap its worth by leaving the one thing that most limits its value unaddressed. The multiple comes from fixing that, in the right order, and making the business genuinely transferable — roughly four years of disciplined execution. The Diagnostic shows the specific path for your business before you commit.
The Assessment is free. The Diagnostic carries a fixed fee that is fully refundable. Implementation is milestone-based — you pay as measurable value appears, never in advance. The total investment is a fraction of the value created.
You’re an expert at running your business — not at selling it, nor at the structural changes that earn a premium multiple. Most owners exit once. I’ve guided this transformation many times, first diagnosis to closing table.
It’s built for owner-operated companies doing $4M–$15M in residential service, the trades, light manufacturing, and wholesale/retail. The Diagnostic confirms the fit and the numbers for your business before you commit.
That’s exactly the right time to start. The value-building work takes about four years; the owner who begins three to five years out captures the full multiple. The best time to prepare a business for sale is well before you need to.
The first step is a conversation
Every engagement begins the same way.
A 30-minute call with David to understand your business, your timeline, and whether this is the right fit. No cost, no obligation.
30-minute call · no obligation · by referral or application