A senior business analyst comes to your office, gets a complete picture of your business, and shows you exactly where money is slipping out. You keep the findings and the recommendations either way.
"If you think you can't afford it, believe us — you cannot afford not to."
Travis · 3rd-generation service businessYou don't have time. We know. You're busy doing the work — the work that built this whole thing.
So the business side waits. The numbers wait. The "I'll get to it" waits. It's waited for years.
Here's the catch: you got good at the trade, not at the business of the trade. Nobody ever taught you that part. And nobody ever stops you in a busy week to show you what it's costing you.
We do. A day and a half. In your office. We find it, we show you, you decide.
We call it The Checkup. A senior business analyst sits down with you and builds a complete picture of your business — the money coming in, the money going out, what you actually keep, how the work gets done, and where it's leaking. You get the findings and the recommendations in plain English, in writing, with real dollars attached.
We show up. We do the digging. You keep what we find.
Tell us about your business — takes about a minute. We use it to make sure we can actually help you.
A short conversation to confirm it's a fit and answer your questions. If it's a fit, $99 locks your date.
Often within a few days. A day and a half later, you've got your findings and recommendations in hand.
When you book a job, you don't make the customer wait weeks. We work the same way — most owners have their Checkup on the calendar within three business days.
These are real outcomes from specific Checkups, shared with permission. They're examples of what we've found, not promises — what a Checkup surfaces varies by business, and your results will differ.
Want to hear it in their own words? We'll send you video stories from owners who've been through it — straight to your inbox.
Most owners tell us three things before we show up: "I don't have the time." "We're not ready." "I don't even know my own numbers."
Those aren't reasons to put this off. They're the exact reasons it exists.
Nothing to prepare. Don't clean anything up. Don't pull reports. A shoebox of receipts is fine. We do the digging — you just answer questions as we go.
On your terms. Discreet as you need us to be. We work around your team, your locations, and how you run things — no disruption, nothing your people need to know about unless you want them to.
When it's done you choose: do it yourself, have a team help you do it, or do nothing. Your call.
Whether you're trying to keep more of what you make, get ready to sell or hand it down one day, or just find out what you're leaving on the table — it starts the same way.
You risk $99. That's it.
$99 locks your date. At the end, if you're satisfied, the total is $1,300. If you're not — you tell us, you owe nothing more, and your $99 comes back.
We can offer it this way because we've done this more than 10,000 times. We know what we'll find. We only get paid if you agree we earned it.
Before we ever set foot in your business, you get a signed confidentiality agreement and proof of our crime insurance and bonding. What we see stays between us — and you're protected, on paper, from day one.
Our senior business analysts have done more than 10,000 business analyses nationwide — every kind of service and trade business there is: concrete, electrical, HVAC, plumbing, mechanical, design-build, and more.
The person sitting across from you has done this more times than almost anyone alive — and talks like an owner, not an accountant.
We work with a limited number of businesses at a time, and we only take one on if we're confident we can help. It takes about a minute, and you'll know if it's a fit after a quick call.
Applying doesn't cost anything. We'll confirm it's a fit on a quick call, then $99 locks your date. Everything you share is confidential — and before we visit, you'll have our signed confidentiality agreement plus proof of insurance and bonding in hand.
$99 locks your date. The total is $1,300 — and you only pay the rest if, at the end, you're satisfied it was worth it. If you're not, you owe nothing more and your $99 is refunded. You're risking $99, and only $99.
That's what almost every owner says — and it's exactly why it exists. It's about 90 minutes of your time on day one and a closing sit-down. We handle everything else while you keep running your business. Most owners get scheduled within three business days of their call, because we move at the speed you do.
Not a problem. Plenty of great businesses run from a truck, a garage, or a kitchen table. Tell us on the call and we'll make arrangements that work for you — wherever you run the business from.
No. Don't clean anything up or pull any reports. A shoebox of receipts is fine. We do the digging — you just answer questions as we go. Owners who feel "not ready" are exactly who this is built for.
No — it's normal. Most owners we sit with can't read their own balance sheet and have never had a plan for the money. You won't be judged. Everything we hand you is in plain English, with real dollars, nothing you need a finance background to understand.
The findings and the recommendations — what's working, what's leaking, what it's costing you, and exactly what to do about it. In writing, in plain language. It's yours to keep whether you do anything else with us or not.
No. When it's done you can put the recommendations in place yourself, have a team help you, or do nothing at all. No obligation, no pressure.
Completely understood, and completely normal. We work as discreetly as you need. We don't talk with your employees unless you want us to, and we work around your schedule, your locations, and how you run things. Plenty of owners prefer we keep a low profile — that's your call, and we respect it from the first minute.
Yes — that's one of the most valuable times to do it. Most businesses aren't actually ready to sell or hand down, because they run on the owner instead of on systems. The Checkup shows you exactly where you stand and what to fix to make the business worth more — and worth selling — when you're ready. You don't have to be selling tomorrow for it to pay off today.
That's a big part of what comes out of the Checkup. Most owners we sit with have no real plan for taxes or for protecting what they've built — it just happens to them every spring. We show you where that money's going and what can be done about it, in plain English, alongside everything else we find.
Owner-run businesses of all kinds — concrete, HVAC, electrical, plumbing, mechanical, roofing, landscaping, design-build, distribution, manufacturing, and more. Whatever your size, apply and we'll tell you straight whether the on-site Checkup is the right fit — and if it isn't yet, we'll point you to another way we can help.
The money's already yours.
You just can't see it yet.