Retainer
Ongoing Partnership, Not One-Off Advice.
After the Diagnostic Sprint, you have a clear backlog and a team that knows your business. The retainer is how we execute on it — month after month, side by side.
We specialize in
- Manufacturing
- Commercial Construction
- Bid-Solicited Project Work
- Fixed Asset-Intensive Industries
- Trucking & Transportation
Initial term: 6 months, paid monthly on the 1st. Month-to-month available after initial term. 12-month rate provides maximum value.
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Growth Advisor
- Revenue Range
- $600K–$3M
- Fractional Executive (CFO / COO / CRO / Hybrid)
- Yes
- Annual Operational Plan
- Yes
- Forecasting & KPI Dashboard
- Yes
- Risk Mitigation Review
- Every 6 Months
- High-Level Valuation
- Every 6 Months
- Monthly Macro-Economic Conditions Report
- Yes
- Behavioral Coaching
- 1 hr/month (2 × 30 min)
- Site Visits
- Available for an additional fee
-
Scaling Success
- Revenue Range
- $3M–$10M
- Fractional Executive (CFO / COO / CRO / Hybrid)
- Yes
- Annual Operational Plan
- Yes
- Forecasting & KPI Dashboard
- Yes
- Risk Mitigation Review
- Every 6 Months
- High-Level Valuation
- Every 6 Months
- Monthly Macro-Economic Conditions Report
- Yes
- Behavioral Coaching
- 1.5 hrs/month (3 × 30 min)
- Site Visits
- 4–6 visits/year included (1.5–2 days each)
-
Maturing Mastermind
- Revenue Range
- $10M–$50M
- Fractional Executive (CFO / COO / CRO / Hybrid)
- Yes
- Annual Operational Plan
- Yes
- Forecasting & KPI Dashboard
- Yes
- Risk Mitigation Review
- Every 6 Months
- High-Level Valuation
- Every 6 Months
- Monthly Macro-Economic Conditions Report
- Yes
- Behavioral Coaching
- 2 hrs/month (4 × 30 min)
- Site Visits
- 8–12 visits/year included (1.5–3 days each)
We Come to You. Every Time.
Every Scaling Success and Maturing Mastermind client receives regular on-site visits included in the retainer. No extra charge — just expense reimbursement. Our Customer Success Lead clears Paul’s calendar entirely for each visit. No distractions. No Zoom calls in the parking lot. Full presence, on your floor, in your world.
The Plan Is Only as Strong as the Person Behind It.
Every retainer client receives Mental Fitness and Resiliency Coaching — included, not extra. Because operational plans fail when the person executing them is not emotionally ready. We address the financial and operational dimensions of your business, and we address the human dimension too.
Ready to Find Out What Your Business Is Actually Worth?
Book a free 30-minute discovery call
We’ll ask you the right questions, listen carefully, and tell you honestly whether we can help — and how.