The Engagement

One retainer. Three working modes.

The Growth Partner Retainer is structured to operate at every level of your business — from the strategy room to the day-to-day. Not three services. One partnership.

01 — Pillar

Strategic leadership

A seat at the leadership table — held by someone with 20 years of operating experience.

We sit in your leadership meetings, own the operating rhythm, and hold your team accountable to the plan. We don't advise from the outside. We make decisions with you and answer for them.

Weekly leadership cadence — owned, not attended
Quarterly planning + annual operating model
Direct thinking partner for major decisions
Knowledgeable in EOS frameworkn

02 — Pillar

Team activation & execution leadership

Your team has the capacity. What's missing is the leadership directing them.

Most $1.5–5M businesses have capable people who aren't being fully utilized because no one is directing them with clarity. We step in as the operational hub: setting priorities, running accountability, and clearing the backlog of projects your team has the capacity to execute but hasn't had the leadership to finish.

Operational hub — priorities, cadence, accountability
Backlog clearance under direct leadership
Role clarity and ownership across the team
Process documentation that survives turnover

03 — Pillar

Exit readiness

Building a business that is valuable — to you now, and to a buyer later.

As CEPA-certified advisors, we build your business to be transferable and valuable. Most owners wait too long to start — by the time you're ready to sell, the work is years out.

CEPA® exit planning frameworks
Owner-dependency reduction roadmap
Documentation, financials, and value drivers
Long view — whether you exit in 2 years or 10

Engagement rhythm

What the first 90 days looks like.

Days 0–30

Discovery & operating audit

We embed in your leadership meetings, get to know your team, audit current state, and produce a written operating model with prioritized risk areas.

Days 31–60

First execution wave begins

Two to three active workstreams begin while deepening our relationship with your team. Documentation, role clarity, updated reporting and a working meeting cadence are typically in place by day 60.

Days 61–90

Operating rhythm + pilot review

Initial deliverables are executed. The leadership cadence is begining to run on its own muscle. We begin addressing issues found during intial discovery. We meet at day 90 to evaluate the partnership and structure the ongoing retainer.

90+ days

The Growth Partner Retainer

Ongoing strategic leadership, active execution, and exit-readiness work. Continually addressing issues as they are exposed. As the business's vision becomes clearer strategic goals are set annually, quarterly, and monthly.

Investment

A monthly retainer built to pay for itself — and then some.

Engagements begin with a 90-day pilot, then run month to month. The retainer costs a fraction of a full-time senior operator's salary, benefits, and equity — and unlike a hire, it carries no overhead or employment risk. As the systems we build take hold and you step out of daily operations, the revenue they unlock compounds well past the monthly fee.

Monthly retainer

$4K–$10K / month

Scoped to your business and confirmed on the discovery call — billed month to month, with no long-term contract.

40–50% revenue growth in the first 18 months — with owners stepping out of daily operations.

Schedule a discovery call →

What's included Every engagement

✓ A senior partner in your leadership meetings
✓ A management team for active projects
✓ Quarterly operating planning + review
✓ CEPA® exit-readiness frameworks
✓ Direct access — text, call, email
✓ No HR overhead, benefits, or employment risk

Everything a full-time senior hire would deliver — without the salary, benefits, or employment risk.