Coming
The OS
Everything we do for a client runs on a system: how the books get structured, how evidence gets collected and kept current, how a valuation gets computed from primary data, and how an owner decides what to fix first. That system is being packaged so an owner can run it without hiring us.
Who it is for
Owners who would rather do it themselves.
Plenty of owner-operators have the discipline to run this and no interest in paying somebody a monthly fee to hold it for them. That is a completely reasonable position and we would rather sell them the system than nothing.
It is also the honest option for a business that is not big enough yet to justify the advisory relationship. The work still matters at $600,000 in revenue. The engagement does not make sense at $600,000 in revenue.
Buying it does not put you in a funnel. It is sold separately, it is not a trial, and it is not gated behind talking to anyone.
Tell me when it opens
One email when it opens. Not a newsletter.
In the meantime.
The research briefing is free and covers the market side of the same argument. The cost review is free and covers the part you can act on this quarter.