Each tier scales with business complexity, proximity to sale, and value at risk.
You're a solo operator or micro-business owner looking to exit quickly. Your business is essentially a job, and you need fast execution to secure a deal.
Actively pursuing a sale or recapitalization within 3–6 months. Broker engaged or buyer interest present; business is operationally stable but exposed to deal execution risk.
Monthly Retainer
Minimum: 3-6 months
What This Covers:
ROI Profile
Speed-focused engagement to protect deal momentum and prevent deals from stalling.
5:1 to 15:1
return on investment
You're a small business owner who wears all the hats. The business depends heavily on you, and you recognize you need to professionalize before going to market.
Intends to exit within 12–36 months and recognizes gaps in readiness and professionalization. Typically sub-$2M SDE with informal systems, owner dependence, and buyer-risk exposure.
Monthly Retainer
Minimum: 6 months
What This Covers:
ROI Profile
Low cost, asymmetric upside. Designed to prevent early value leakage.
13:1 to 18:1
return on investment
You've built something substantial and have a small team, but you're caught between being too big to be scrappy and too small to have formal structure. You're ready to scale.
Growth-oriented operator committed to active change and value creation. $750K–$3M+ SDE businesses with clear margin, scalability, or growth leverage.
Monthly Retainer
Minimum: 6 months
What This Covers:
ROI Profile
This tier pays for itself if even one major risk discount is avoided.
17:1 to 22:1
return on investment
You run a sophisticated operation or multiple entities. You need enterprise-grade governance and strategic coordination across your portfolio to maximize exit value.
Platform-minded operator, HoldCo principal, or sponsor seeking centralized governance. $2M–$10M+ SDE businesses, multi-entity structures, or PE-adjacent operations.
Monthly Retainer
Minimum: 6 months
What This Covers:
ROI Profile
Comprehensive governance for complex operations seeking centralized oversight.
4:1 to 6:1
return on investment
Schedule a consultation to determine which oversight tier is right for you.