01
Growth + operations consulting
pricing, packaging, sales process, hiring plan, comp design, org structure. the operating playbook for your next stage.
- pricing teardown + reset
- sales process design
- hiring + comp plans
- quarterly OKR setup
Division 04 · The Strategic Layer
Consulting
growth, operations, tax, law, exit planning, M&A — the brain of the platform. every engagement becomes a permanent operating asset, not a slide deck on a shelf.
What this division does
Strategy, but it ships.
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01
Every deliverable lives in the system
SOPs, scorecards, playbooks — built INTO your CRM, not a PDF you never open. it ships, it persists, it gets used.
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02
Operator-led, not consultant-led
every engagement is led by someone who's actually run a business at your scale. no MBA without scars.
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03
Exit-readiness is the through-line
we run every business toward acquirable. even if you never sell, you operate cleaner.
Capabilities
What we actually ship.
02
Exit prep + readiness scoring
a quantitative score updated quarterly. the gap between your business and an acquirable one — closed, line by line.
- exit-readiness score (1–100)
- data room build
- CIM + teaser draft
- broker / banker intro
03
M&A advisory
buy-side or sell-side. structuring, valuation, due diligence support, deal close. typically partnered with a banker for size.
- LOI + term sheet review
- DD project management
- QoE coordination
- post-close integration
04
Tax + legal coordination
we don't do tax or law ourselves. we coordinate. one project manager, your CPA and lawyer on speed-dial.
- entity structuring
- state-by-state nexus review
- IP + trademark coverage
- employment law guardrails
Where this division sits
How it plugs into the operating system.
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01
Systems
CRM, automations, dashboards.
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02
Marketing
Ads, content, attribution.
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03
Logistics
Partner network, fractional execs.
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04
Consulting
Strategy, exit, M&A.
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05
Financial
Books, CFO, capital.
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06
AI
Operating partner agents.
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07
Academy
Playbooks, courses, talent.
Pricing
Pick the size that matches your business.
every tier is month-to-month. cancel anytime. switch tiers anytime. one bill across every division you turn on.
Sprint
$5,000 one-time · 30 days
one specific question, answered + shipped.
- 30-day engagement
- 1 named consultant
- deliverable lives in your system
- weekly working session
- final readout + handoff
Retainer
$10,000 /mo
continuous strategic + operating support.
- everything in Sprint, monthly
- fractional COO bandwidth
- quarterly board prep
- exit-readiness scoring quarterly
- priority access
Institutional
Custom msa · pe + family office
embedded with portcos and family offices.
- embedded operating partner
- portfolio-wide thesis support
- M&A advisory
- quarterly LP-grade reporting
FAQ
Common questions.
Are you a McKinsey-style consultancy?
no. we ship, we don't recommend. every deliverable is a living artifact inside your operating system.
Who leads my engagement?
a named operator. you meet them on the first call. they don't rotate.
Do you do tax + legal yourselves?
we coordinate. tax + legal advisors stay on retainer separately for liability reasons. we project-manage them.
What if my exit timeline is 5+ years out?
good. exit prep is operating hygiene. you'll run better whether you sell or not.
Do you broker M&A deals?
we advise. for >$10M deals we partner with licensed bankers — typically Houlihan Lokey, William Blair, or a regional firm.
Ready?
Get a Consulting audit.
30 minutes. we look at your consulting stack as it exists today and map every gap.