The 30-day audit

We look at the whole business before we touch any of it.

Six areas, reviewed together, so you see where revenue and profit are really being won and lost.

01Revenue
02Marketing
03Sales
04Finances
05Operations
06Team

How the 90 days run

One plan, built around your goals.

We work directly with you and your team the whole way through.

  1. Week 1

    Onboarding call

    We learn what success means to you and gather what we need for the audit.

  2. Days 1 to 30

    The audit

    Revenue, marketing, sales, finances, operations and team. We find the biggest opportunities to grow revenue, improve profit and strengthen the business.

  3. End of the audit

    Your personalized blueprint

    A prioritized action plan based on your goals, your current stage and your greatest opportunities. You will know what to do first, second and third.

  4. Through day 90

    Implementation and coaching

    We help you and your team put the highest-priority improvements in place, track the numbers that matter, and follow through on commitments.

What your support includes

Practical help, not a binder on a shelf.

  • Two one-hour calls a month

    Working sessions with the owner to keep priorities clear and the plan moving.

  • A monthly review

    One to two hours with your full team or just you, based on what you prefer.

  • Scorecards and KPIs

    We create, manage and analyze them, so everyone can see the numbers that matter and who owns them.

  • Coaching for you and your key people

    Foundational business topics and better workflow, throughout the program.

Questions owners ask

Before you reach out.

Who is this for?

Owners of privately held, owner-operated businesses doing roughly $250,000 to $5 million a year. Some are growing fast, some feel stuck, and some are preparing the business for an eventual sale.

How long does it take?

Ninety days. The first 30 are the audit and your blueprint. The rest is implementation and coaching.

Do you work with my team or just me?

Both. We work directly with you and your team, and you choose whether the monthly review includes the full team or just you.

What happens after the 90 days?

You keep the blueprint, the scorecards and the habits. If you want more help, optional ongoing support covers continued implementation, leadership development and growth.

Next step

Start with a conversation about your business.

Share where the company is today. If the 90-day program fits, we will show you how the audit would work for you.