ProfitDriver™ 3-day business performance and value diagnostic

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Your company should be producing more. Find out what to fix first.

A focused, three-day executive intervention, preceded by structured financial and operational analysis, for owners of established businesses who know there is more potential in the company than it is currently delivering.

$35,000 USD fixed fee. No hourly billing, no retainer, and no obligation to buy implementation afterward.

Where we look

Every constraint we find is traced down this chain, so you see where value leaks and what it costs.

Revenuewhat you sell
Gross profitwhat you keep
Operating profitwhat survives overhead
Cashwhat you can use
Enterprise valuewhat it's all worth

Revenue isn't the same as performance.

Your business may be doing $5M, $10M, $20M or more a year. You can have strong demand and still be leaving a meaningful share of profit, capacity and value on the table.

The difficult part isn't knowing that something is wrong. It's knowing what to fix first.

Sound familiar?

  • Margins lower than they should be
  • Pricing that hasn't kept pace with value
  • Profitable work subsidizing unprofitable work
  • Operational bottlenecks limiting capacity
  • Too much owner involvement in day-to-day decisions
  • Sales activity that isn't turning into enough profit
  • Management time consumed by problems that shouldn't exist
  • Systems that depend too heavily on key people
  • Growth adding complexity faster than it adds cash

$35,000 for clarity before you spend millions on the wrong things.

ProfitDriver™ is a three-day executive diagnostic preceded by structured financial and operational analysis. It's built for established businesses where a small number of decisions could meaningfully change profitability, capacity, cash flow or enterprise value.

We don't arrive on Monday and start asking basic questions. The work begins before Day 1.

Before the three days

We study the economics of your business before we enter the room.

Three expensive days should not be spent discovering what your financial statements already told us. Depending on the company, we request:

Financial

  • Three years of financial statements
  • Current-year results
  • Revenue and gross margin by category
  • Customer economics
  • Payroll and major operating expenses
  • Working-capital information

Commercial

  • Sales pipeline
  • Conversion information
  • Pricing structure
  • Customer concentration
  • Product and service mix

Operational

  • Organizational structure
  • Headcount
  • Capacity information
  • Major operational KPIs
  • Workflow and process information

Leadership

  • CEO/owner questionnaire
  • Key management interviews
  • Strategic priorities
  • Current constraints

From this, we develop initial hypotheses before Day 1, so the time in the room goes to testing and deciding, not collecting.

How the three days work

Diagnose. Quantify. Decide.

Each day has one job and produces one output. By the end, observations have become economics, and economics have become a sequence.

1

Day 1

Diagnose

We establish how the business actually creates economic value, from revenue to enterprise value, and test the assumptions behind the numbers. We interview the people closest to the work and look at where decisions slow down, where resources go and where performance diverges from expectations.

Output: the ProfitDriver™ Constraint Map, a prioritized list of the major issues with the evidence behind each.

2

Day 2

Quantify

For each material opportunity we work through current state, root cause, potential improvement, economic impact, implementation difficulty and priority. The goal isn't to manufacture a large number. It's to find which opportunities are credible enough to act on.

Output: an opportunity register with estimated impact and the assumptions behind it.

3

Day 3

Prioritize and design

We stop diagnosing and decide. Every opportunity lands in one of three categories, and the most valuable may be the list of things management can stop worrying about for now.

Output: the ProfitDriver™ 90-Day Blueprint.

A closer look at Day 2

This is where observations become economics.

Every opportunity gets an estimated range and the assumptions that produced it, so your team can challenge the numbers rather than take them on faith.

OpportunityCurrent issuePotential annual impact*
PricingUnderpricing selected accounts$150K–$250K
Gross marginProduct/service mix$200K–$350K
CapacityOperational bottleneck$100K–$200K
Sales conversionPipeline leakage$250K–$500K
Owner dependencyExcess executive involvementStrategic/value issue

*Illustrative only. Actual estimates are developed from client-specific data and are not guarantees of financial results.

A closer look at Day 3

A good diagnostic reduces the number of things management has to worry about.

A good consultant doesn't hand you 30 priorities. Every issue we find is sorted into one of three categories.

Do now

High-value, high-confidence opportunities to act on immediately.

Build next

Important initiatives that need additional work before they're ready.

Don't touch yet

Issues that may be real but aren't currently worth management attention.

Your final deliverable

The ProfitDriver™ 90-Day Blueprint

A concise executive document your leadership team can act on the following Monday. You own the analysis and the recommendations.

  1. 1
    Economic baselineWhere the business stands today.
  2. 2
    Key constraintsThe issues most likely to be limiting performance.
  3. 3
    Opportunity registerEach opportunity, its supporting assumptions and estimated impact.
  4. 4
    Priority sequenceWhat should happen first, second and third.
  5. 5
    90-day action planFor every priority: action, owner, deadline and success measure.
  6. 6
    Management dashboardThe handful of numbers leadership should watch afterward.
  7. 7
    Decision agendaThe decisions management needs to make immediately.

Why $35,000?

It isn't priced as three days times a day rate.

It's priced as an intensive diagnostic that combines pre-engagement analysis, executive access, financial and operational diagnosis, opportunity quantification, leadership alignment and a 90-day implementation plan.

The real question is whether your company has enough economic complexity that getting the priorities wrong could cost substantially more than $35,000.

A simple test

What would a 5% improvement in operating performance be worth to you?

At $10M in revenue, 5% of revenue is $500K. But revenue isn't the right measure in every case.

At $2M in EBITDA, a 5% EBITDA improvement is $100K a year.

If a credible opportunity is materially larger than the fee, the work may be worth doing. If we can't see a reasonable economic case, we won't recommend the engagement.

Who it's for

Owners and CEOs of established companies, typically $5M–$50M+ in revenue and 10–150 employees, who have:

  • Meaningful operating complexity
  • Enough financial history to analyze
  • A leadership team willing to participate
  • Access to reliable business data
  • A specific performance concern
  • The authority to make changes

Revenue alone doesn't decide fit. The question is whether there's enough economic complexity for an outside diagnostic to create real decision value.

Who it isn't for

ProfitDriver™ is deliberately narrow. It's not the right purchase if what you need is:

  • Bookkeeping or accounting
  • Basic financial reporting
  • A fractional employee
  • Generic strategy advice
  • Ongoing project management
  • Someone to run sales or operations

"We have a substantial business. We know there's more potential. We aren't clear on where the biggest constraints are or what to attack first." If that's you, it's a fit.

The investment

$35,000 USD

Three-day executive intervention, plus pre-engagement analysis, plus the ProfitDriver™ 90-Day Blueprint.

Apply for an opportunity call

50% at engagement, 50% on completion

No hourly billing or timesheets

No automatic retainer

No requirement to buy implementation services

You own the analysis and recommendations

What happens after the three days?

There are three possible outcomes, and all of them are yours to choose.

You implement internally

Your leadership team leaves with the priorities, the economics and the sequence.

You ask us to help implement

If more expertise is useful, we scope a separate engagement.

You decide not to proceed

That's fine too. The purpose is clarity, not dependency.

Our promise

We won't promise that three days will transform your company. We won't promise a predetermined ROI. We won't tell you every problem is worth fixing.

We'll identify where the most credible economic opportunities appear to exist, quantify them as far as the evidence allows, and give your leadership team a practical sequence for acting on them.

Find the constraints. Quantify the opportunity. Decide what happens next.

Apply for a ProfitDriver™ opportunity call. We'll review your business at a high level, tell you whether there appears to be a meaningful diagnostic opportunity, and whether the three-day intervention makes sense.

Apply for an opportunity call

$35,000 USD for three days with one leadership team. If it doesn't make sense for you, we won't sell it to you.

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