Pick where you are on the value ladder Most owners start with the free Archetype, then upgrade into the Diagnostic or Accelerator. Each rung unlocks more evidence, more executive support, and more strategic decision-making power.
Step 1 · Entry
Owner Archetype Assessment See the owner-style ceiling that's holding your agency back.
Free no card required
Owner archetype quiz & personalized result High-level growth & freedom implications Clear next step into Diagnostic or Accelerator Choose plan
Most popular
Step 2 · Assessment
Agency Diagnostic A private 14-day look under the hood of your agency.
$6,800 per agency · one-time
Owner archetype + team & leadership review 14-point risk assessment and valuation Back office systems performance analysis 90-day + 1-year strategic roadmap 2 private 1:1 review sessions Selected
Step 2 · Cohort
Breakthrough Accelerator The same diagnostic in a 90-day peer cohort.
$4,500 per person · 90 days
Owner archetype + team & leadership review 14-point risk assessment and valuation Back office systems performance analysis 90-day + 1-year strategic roadmap Bi-weekly cohort calls (3–8 owners) Choose plan
Steps 3 & 4 · Execution
Fractional Exec + Core Platform Leadership, systems, and the platform to run the plan.
$3,997 per month · $2,500 setup
Fractional executive / accountability partner Leadership cadence + KPI scorecards Core Agency Platform + intelligence layer Back office buildout add-on: $2,500/dept Marketing · Sales · Delivery · Finance & more Choose plan
Step 5 · M&A
Optionality Accelerator Valuation and M&A guidance — sell, buy, merge, or hold.
$4,800 per agency · one-time
Agency valuation + 14-point risk analysis Strategic planning session Sell / buy / merge / roll-in discussion Value gap analysis + recommended next move Choose plan
