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For franchise and independent business owners. Bring me one problem or the whole business. I help you put the right systems, numbers, and people in place, so you get your time back and your business is worth more when you decide to sell.
Who I work with
Every decision runs through you, the phone never stops, and growth has stalled because there is no time to work on the business.
You want to add locations, raise margins, or hand off operations without watching the business slip.
You may sell in the next one to five years and want the best price, a clean exit, and a clear picture of what comes next for you.
Most clients are franchise or independent service businesses with roughly $500,000 to $10 million in annual revenue.
Pricing breakdown
Flat fees, plus a custom option for unique situations. Every engagement starts with a free intro call and a written proposal.
| Feature | Strategy Session$600one time | Owner Coaching$1,500per month | Owner Coaching Intensive$2,500per month | Fractional Advisor$3,000+per month | Exit Readiness Assessment$2,500one time | Case by Case AdvisoryCustompriced on time |
|---|---|---|---|---|---|---|
| Best for | One specific problem or decision | Owners who want structure and accountability | Owners making big changes fast | Larger or multi-unit owners who want an executive in their corner | Owners who may sell in 1 to 5 years | Unique situations that need something different than what is listed here |
| Direct access to me | Follow up call included | Text access, response within 1 business day | Priority text and call access, response within 2 business hours on weekdays | Priority text and call access, plus on call for major decisions | Email questions during the assessment | By arrangement |
| Meetings | One 60 minute session plus a 30 minute follow up | Two 60 minute sessions a month | Weekly 60 minute sessions | Monthly board style strategy meeting | Kickoff, interviews, and a findings review | As needed |
| Commitment | None | 6 month starting term | 3 month starting term | 3 month starting term | 2 to 3 weeks | None |
The Strategy Session and Exit Readiness Assessment fees are credited toward coaching if you continue within 60 days. After the starting term, monthly services continue month to month with 30 days notice.
Services in detail
Work is done by video nationwide, or in person in Idaho's Treasure Valley.
For: any owner with a specific problem, decision, or opportunity who wants an experienced second opinion, with no ongoing commitment.
For: a defined problem that needs more than one session but not a long term engagement.
For: unique situations where you want someone in your corner but need something different than what is offered here.
For: owners who want a clear plan, honest feedback, and someone holding them accountable.
For: owners in a big transition, like a turnaround, rapid growth, or getting out of daily operations.
For: owners of larger or multi-unit businesses who want an experienced executive in their corner without hiring one full time.
For: owners who may sell in the next one to five years and want the best price and the cleanest exit.
The eight value drivers
Two businesses with the same profit can sell for very different prices. These eight factors explain most of the gap, and they are the backbone of my coaching and Exit Readiness work. Improving them pays off whether you sell next year or never.
Can the business run for 30 days without you? Buyers discount hard when it cannot.
Memberships, contracts, and repeat customers are worth more than one time sales.
If a few customers drive most of your revenue, buyers see risk.
Books a lender can verify, with add-backs that hold up under review.
Written processes a new owner and team can follow from day one.
A team that stays through the sale and is not tied to one key person.
Leases, contracts, licenses, and franchise approvals that move cleanly to a buyer.
A believable growth story with healthy, steady margins behind it.
Questions
No. I work with franchise and independent business owners. Most clients run service businesses, and the fundamentals of systems, numbers, team, and transferability apply to both.
I have bought, turned around, run, and sold businesses, and led a franchise company. I coach from what I have done, not from a workbook.
Yes. That is what the Strategy Session and Project Consulting are for. Bring me the issue in front of you, whether it is about growth, people, money, or a hard decision, and we will work it through without a long term commitment.
No. I am not a day to day operator. I help you build the systems and team so the business runs well, and I keep you focused on the decisions only you can make.
Yes. I prepare you to sell and stay in your corner through the process. Depending on the engagement, I can take on a limited number of listings as your business broker, or work alongside a broker of your choice if you prefer.
No. I work alongside your attorney and CPA, and I can recommend good ones if you need them.
Next step
A free 20 minute call. No pitch, no pressure. You will leave with at least one useful idea whether we work together or not.