The Program
Three-Tier Offer Architecture
The entry point is a free diagnostic. The middle tier is where 85% of revenue flows. The top tier is where highest-margin work lives.
Tier 1
Owner Equity Discovery Valuation
90-minute on-site or virtual session with the owner that produces a present-value range and an identified equity gap.
- 50-point diagnostic questionnaire
- All 10 value engines assessed
- Quality Score generation
- Current valuation range
- Projected 36-month enterprise value
- Scenario Mode ROI projection
- NAICS-coded industry multiples
Tier 2
Owner Equity Program
Multi-layer engagement deploying the Value Engines Business Operating System across all 10 engines. Annual auto-renewing contract, multi-year architecture.
- All 10 engines installed and scored
- Half-day on-site every 60 days
- 60-Day Progress Scorecards (6/year)
- Dedicated client dashboard
- AI Intelligence Layer — continuous monitoring
- Annual enterprise value re-valuation
- 30+ deployable tools
- Owner check-in every 14 days
- 3-layer architecture (Foundation → Acceleration → Compounding)
Tier 3
Private Client
For founders within 12–24 months of a defined liquidity event. Highest-touch, highest-margin. The Owner Equity Program plus an exit-preparation wrapper.
- All Tier 2 Program components
- Weekly 1:1 strategic advisory (60 min)
- Deal-prep involvement
- Quality-of-earnings packaging support
- Data room organization
- Optional board or advisory chair seat
- Exit-ready network access
- M&A advisors, wealth managers, tax strategists
Owner Equity Program Pricing
Tiered by revenue band.
| Revenue Band | Annual Fee | Monthly | Notes |
|---|---|---|---|
| $5M–$10M | $75,000 | $6,250 | Founders Path — 7 of 8 required |
| $10M–$25M | $90,000 | $7,500 | Median band |
| $25M–$50M | $120,000 | $10,000 | Premium band |
| $50M–$100M | $150,000 | $12,500 | Senior band |
| $100M+ | Custom | Custom | Referred basis only |
The Equity Math
20x+ return on advisory spend.
“We charge $90K per year to install the operating system that builds $2M+ of enterprise value over 24 months. That's a 20x+ return on advisory spend, tracked every 60 days and proven through annual valuation. Name another investment in your business with that math — and a measurement rhythm to prove it.”
How The Program Compounds
Three layers. Three years. One commitment at a time.
Layer 1
Foundation
Year 1
All 10 engines diagnosed and scored. Top 3 engines moved Critical → Caution. Three on-site days in Months 1–3, then on-site every 60 days. Owner check-ins every 14 days. Annual re-valuation at Month 12.
Layer 2
Acceleration
Year 2
Foundation engines hold. Engines 4–7 moved to Cadence. Cadence intensifies at the firm’s recommendation. Annual valuation at Month 24. Compounding becomes visible in dollars.
Layer 3
Compounding
Year 3+
All 10 engines holding at Cadence or progressing. Owner is genuinely optional. Monthly strategic advisory. Optional board chair seat. Where Private Client deal-prep work layers in.
Less Operator. More Owner. Higher Multiple.
Schedule a Discovery Valuation