The Owner Equity
Program
A multi-year architecture to build a premium-valued, transferable asset. Deep consulting and advisory, deployed on-site with your full leadership team. Measured every 60 days. Re-valued every 12 months.
The Filter Test
We work with a specific type of company. If a prospect doesn't match at least 6 of 8 criteria, we decline the engagement. Fit is the gate, not size.
Three Layers. One Outcome.
Foundation
- All 10 engines diagnosed and scored
- Top 3 engines moved Critical → Caution
- 3 on-site days in Months 1–3 (every 30 days)
- On-site every 60 days through Month 12
- Owner check-ins every 14 days
- 2-day Annual Valuation at Month 12
Acceleration
- Foundation engines hold at Caution or above
- Engines 4–7 moved to Cadence
- Cadence intensifies at firm recommendation
- Owner check-ins continue, owner-initiated
- Compounding becomes visible in dollars at Month 24
Compounding
- All 10 engines holding at Cadence or progressing
- Owner is genuinely optional
- Quarterly on-site, monthly strategic advisory
- Optional board or advisory chair seat
- Private Client deal-prep layers in if event is in view
The contract is annual. The architecture is multi-year. Year 1 must earn Year 2. There is no contractual lock-in beyond a 60-day notice period.
What the engagement looks like
On-Site Sessions
3 days in Months 1–3, then every 60 days
Full leadership team, all-day working sessions
Owner Check-Ins
Every 14 days, owner-initiated
The calendar door is open; the owner walks through it
60-Day Scorecards
6 per year, delivered at each on-site
Re-score engines worked that cycle, quantify movement
Annual Valuation
2-day session at Month 12
Full re-score, enterprise value delta in dollars
Private Client
For founders within 12–24 months of a defined liquidity event — sale, recapitalization, or succession.
Transparent pricing by revenue band
A 20x+ return on advisory spend, measured every 60 days and proven through annual valuation.
$5M – $10M
$75,000
$6,250/month
Founders Path
$10M – $25M
$90,000
$7,500/month
Median band
$25M – $50M
$120,000
$10,000/month
Premium band
$50M+
Custom
Referred basis/month
Enterprise scope
Billing is monthly, fixed day each month. Annual fee structure. $100M+ engagements are custom-scoped on a referred basis.
Start with the Discovery Valuation
Free for qualified $5M+ companies. 90 minutes. Current valuation range plus projected 36-month upside.