How We Work

You should know exactly what you are buying. So here is exactly how we work.

Most firms describe what they do in adjectives. We run one method, the same way every time. We measure a business against the five things a buyer prices, tell you the one thing holding value down, and close that gap. The method never changes; what we fix depends on your business. Here it is, start to finish.

The Standard

One measuring stick: the five things a buyer prices.

Every business we touch is scored on the same five dimensions. Not a new framework per client, one standard, always. This is what a buyer, a lender, or an investor is really pricing, whether they say so or not.

A

Financial Hygiene

Are the numbers real, clean, and provable?

B

Operational Independence

Does it run without the owner?

C

Leadership Bench

Who is in the seats besides the owner?

D

Market & Product

Will the numbers hold and grow?

E

Transaction Readiness

Is it ready for a buyer’s deep look?

We score each one, find the lowest, and fix that first. The weakest dimension is the binding constraint: the one weak link dragging value down, and the place we start. Fixing your strengths does not move the price; closing the constraint does.

Why We Call It What We Call It

From raw quarry to finished capstone.

Indiana limestone comes out of the quarry as rough, unfinished stone, then it is cut, squared, and set until it becomes the capstone: the finished piece that tops and holds a building. Most owner-run businesses are the same, valuable rock, not yet a finished, sellable asset. Our work is the cutting and setting in between. Every step has a plain name, and every name means one thing.

The Path

Start to finish, and you can see all of it up front.

No mystery, no open-ended engagement to find out what you are getting. Each stage names what it is, what we need, and what you walk away with.

1
Free · about 10 minutes

Foundation Check

A short scored self-assessment across the five dimensions. You get your Foundation Score and a first read on where you stand.
2
Free · both partners

Cornerstone Session

A straight conversation, run to a defined script, where we compare your self-rating to what we see and name the one thing holding value down. You leave with a clear place to start.
3
Paid · about 3 to 4 weeks

Capstone Diagnostic

The evidence-based deep read across all five dimensions, from a buyer’s eye. You get the Capstone Report: the scored read, the findings, and a prioritized plan, yours to keep whether you go further with us or not.
4
Two doors

The Engagement

Same firm, same standard, two ways in. A fixed-fee Deal & Decision Sprint when a deal or a decision is on the table, or the embedded partnership when you want it worth more for the long haul. A project is the way in; a partnership is what you grow into.
5
Embedded · the value arc

Close the Gap

In the first 90 days we install the base: a clean monthly close, a 13-week cash view, and the operating rhythm. Then we run the Value Creation Plan month by month, re-scoring against the five dimensions every quarter, until the gap is closed.
6
The outcome

Worth More, and Ready

A business that runs without you, proves its own numbers, and is worth more, ready to sell on your terms and handed to your broker or banker buyer-ready. Quarry to capstone.
Two Ways In

Meet us on a project. Grow into a partnership.

The Honest Part

The method is fixed. The fix depends.

Here is the line most firms will not give you straight. The how never changes: the five-dimension standard, the ninety-day arc, the deliverable at every step, the cadence, and a partner’s signature on the work. That is fixed, and any owner can hold us to it. What depends, honestly, is which of the five is your weak link, and therefore the specific fix. We will not pretend to know that before we look; that would be a sales pitch, not a diagnosis. An ironclad method with an honest “we will find out together” is more credible than a scripted promise, not less.

Where To Next

The next useful thing, depending on where you are.

See where you stand.

Take the free Foundation Check in about ten minutes, or start with a straight conversation. Either way, you will know your binding constraint before you spend a dollar.

Take the free Foundation Check Book a call