Engagements & Pricing

The work follows
your exit plan.

We start with your goals and the business as it stands today. Together, we define the preparation and support needed to move toward the outcome you want.

Exit & Transaction Support

Aligned with realizing your value.

For buying or selling a business, there is no retainer or exclusivity requirement. We offer a free initial valuation and structure compensation around a successful outcome, with regulated execution provided by licensed investment banking partners.

Business Preparation

A scope shaped by what needs work.

Revenue improvement, investment documentation, process mapping, and scaling systems are scoped around your readiness and timeline. We agree on priorities, deliverables, and the engagement structure before starting.

When Revenue Needs Strengthening

Focused commercial preparation.

These programs support the sales, marketing, and revenue systems that may need to improve before an exit. The prices below apply to this commercial work; transaction support is structured separately.

Revenue Preparation

Revenue Strategy

For businesses that need a repeatable commercial process and a clearer forecast.

Includes:

  • ✓ICP and buyer persona definition
  • ✓Qualification criteria and sales process
  • ✓Territory design and capacity planning
  • ✓Routing rules and follow-up cadences
  • ✓Forecasting methodology playbook

$12,000–$30,000/mo

12-month term · 90-day exit clause

Revenue Preparation

Revenue Operating System

Connect commercial process, reporting, and technology into a system your team can run and buyers can assess.

Includes:

  • ✓Revenue strategy and process design
  • ✓Revenue systems and AI tooling
  • ✓Funnel instrumentation and metrics
  • ✓Forecast accuracy and pacing reviews
  • ✓CRM buildout
  • ✓Management dashboards and narrative

$15,000–$45,000/mo

12-month term · 90-day exit clause

Revenue Preparation

Revenue Systems & AI

For businesses that need the systems and workflows to support consistent commercial execution.

Includes:

  • ✓CRM buildout
  • ✓Marketing automation
  • ✓Sales engagement and sequencing
  • ✓Data enrichment
  • ✓Off-the-shelf and custom AI tooling
  • ✓Automated workflows

$10,000–$30,000/mo

12-month term · 90-day exit clause

Start with the outcome you want.

We’ll help identify what is ready, what needs preparation, and where a working partnership could help.