The path
Small steps, in the right order.
No big-bang transformation. No twelve-month proposal on day one. Each step is small, priced before it starts, and worth doing on its own — and each one earns the next.
You can stop after any step and keep everything. That’s deliberate: it keeps the work honest, and it keeps me earning the relationship instead of renting it.
Start here · Free
The First Hour
One honest conversation. Where do you want the business to go — more income, less chaos, a team that runs without you, a sale someday? And what's standing in the way? If there's a real leak worth investigating, I'll say so. If I can't help, I'll say that too, and point you somewhere better.
60 minutes · No pitch, no deck, no obligation
Step 2 · $2,500 – $7,500
The Business DNA Map
The core engagement. We extract how the business actually runs — out of your head, your conversations, your key people's habits — and turn it into five artifacts you keep: the wire map, the Business DNA Document, workflow files, the leak and independence scorecard, and a 90-day roadmap with a fixed quote for the first build.
A few weeks · Fixed quote before we start
Step 3 · Quoted from the map
The First Fix
One bottleneck, fixed first. Not a transformation program — the single highest-value constraint the map surfaced, removed with something practical you can see working: follow-up that actually happens, estimates that don't go quiet, a handoff that stops dropping. Proof before anything bigger.
About 30 days · Scoped and priced before you commit
Earned, never sold
Operating Partner
For a small number of businesses where the fit is proven, I stay close — improving the machine month over month, building the operating layer out, and keeping the business moving toward your goal. This is offered only after the map and the first fix have earned it. I won't pitch you a retainer before you've seen results.
Ongoing · By mutual agreement
Also on the table
Know what your business is worth.
I came up through the advisory world — four years at Fidelity, Series 7 and 66 — and I can run a real valuation of your business: what it’s worth today, and which one or two levers would move that number most.
It’s not where most engagements start, because a valuation without a map is just a number. But if an exit, a buyout, or a succession question is on your mind, say so in the first hour — we’ll make it part of the work. Every Business DNA Map already moves the levers a buyer pays for: less owner dependency, documented operations, visible numbers.
The Granite Table is where agreements are made. Everything happens on top of the table — every fee, every step, in plain view.
Wherever you are — curious, stuck, or already thinking about what's next — it starts with the same free hour. No pitch. Just an honest look.