Three clear plans. No hidden fees. No long-term lock-ins on entry plans. Just intelligence that pays for itself.
Business owners who want a definitive snapshot before a major decision — or who want to see what we do before committing to a retainer.
Owners who want ongoing intelligence to stay ahead of the market — without a long-term commitment.
Growth-focused owners who want to operate with a permanent competitive advantage and make every major decision with full intelligence behind it.
That's not a marketing claim. It's a pattern we see consistently across clients who come to us having never had independent financial intelligence run on their business.
Request Your Report Not sure which plan is right for you? Every engagement starts with a conversation. Talk to us first →Typically P&L statements, revenue breakdowns, and any competitive or market context you already have. We walk you through it during the consultation — you won't be left guessing.
Absolutely. All submissions are completely confidential. We do not share your business data with any third party, ever. Your data is used exclusively to produce your analysis.
Once your consultation is complete and your data is submitted, your finished report and roadmap are delivered within one business day. No waiting weeks for something you needed last Monday.
Yes — you can upgrade to the Full Intelligence Retainer at any time. The 3-month minimum applies from your upgrade date. Most clients who use the Analysis Retainer upgrade within 60 days.