How I work is I start with a half-day consult to discuss your most pressing needs and also to see if we are a good fit.
Every engagement I take on begins the same way. Before strategy, before frameworks, before any plan gets built — there is a four-hour session where we sit down and I listen. You tell me where the business is, what is keeping you up at night, and what you are trying to accomplish. I ask questions. We figure out together whether working together makes sense.
I do not skip this step. I do not shorten it. And I do not take on consulting clients any other way. The half-day consult is not a sales call. It is the work.
What Happens in Four Hours
We start where you are. Your most pressing problems come first — whatever is in front of you right now that you cannot get past. That might be a valuation gap you do not understand, a leadership team that cannot run the business without you, a customer concentration issue that is making buyers nervous, or a growth ceiling you cannot break through.
From there we go deeper. I use the Exit Ratio 360™ framework as the lens — nine scored components that tell you exactly where your business stands and what needs to move before you are ready for an exit or a growth push. You do not have to know the framework. I run it. You answer questions. We find out what is real.
By the end of four hours you will know three things: what your biggest leverage point is, what is most likely to kill your deal or cap your valuation if you stay on the current path, and whether the two of us working together is the right move.
Why I Work This Way
Most consultants will take your money and start giving advice before they understand your business. I have seen what that produces. Generic recommendations, misdiagnosed problems, strategies built on assumptions that turn out to be wrong.
The half-day consult protects both of us. You get an honest read on your situation before you commit to anything. I get a clear picture of what you are actually dealing with before I tell you what to do about it. Neither of us wastes time on a fit that is not there.
If we are a fit, we talk about what comes next. If we are not, I will tell you that directly — and point you toward someone who is better suited for where you are.
Who This Is For
The half-day consult is designed for owners of mid-market companies in the $10M to $250M revenue range who are serious about one of two outcomes — growing the business to a level that commands a premium exit, or preparing for a transaction in the next two to five years.
If you have already had a discovery call and you are ready to take the next step, this is how we begin. If you are still in the research phase, start with the DRIVER Test to understand where your business stands, or read through the EXIT Framework and SCALE Framework pages to see if the Exit Ratio 360™ system maps to your situation.
How to Get Started
The process starts with a short discovery call. On that call we figure out whether a half-day consult makes sense for your situation. If it does, we schedule the four hours and get to work.
Call or text Scott directly at 808-364-9906 or visit the consulting page to learn more about how engagements are structured before you reach out.