No mystery, no pressure. Start with a free confidential call. Build value over time inside Owner's Compass. And when you're ready to sell, we work on a success fee — you pay nothing until your company sells. That's the whole relationship.
Most owners start here. A free 15-minute confidential call sorts out what fits, what it costs, and whether now is even the right time. No pitch, no pressure — operator to operator.
A low-commitment membership for owners of $500K–$2M firms who want to grow the business, build value steadily, and be ready when the time comes. The simplest way to start — including a clear read on where your business stands today, and a plan for making it worth more.
or $4,970/year (two months free)
Month-to-month. No long-term commitment. Cancel anytime.
Start a Conversation →AI for Security Companies · +$200/month. Practical guidance to put AI to work in your operation safely — office hours, templates, and acceptable-use help built for a security business. (Hands-on implementation is scoped separately.) More on the AI for Security Companies page →
When you're ready to go to market, your formal, buyer-ready valuation is built as part of the sell-side engagement.
A done-with-you program for owners of $1M–$5M firms who want to grow — not someday, now. We install and run the business-development engine that wins more of the right work and builds enterprise value through revenue. Month-to-month — stay as long as it's working.
Plus a one-time $5,000 onboarding sprint to stand up your system.
Month-to-month. Cancel anytime.
Start a Conversation →Prefer we run the outreach for you? A fully managed (done-for-you) tier — where we own the prospecting and appointment-setting — is available at $2,500–$3,500/mo.
Some owners need focused prep before going to market — cleaning up financials, reducing customer concentration, fixing licensing transferability, building the story a buyer will pay for. Others want hands-on help executing a growth plan — winning new contracts, building recurring revenue, scaling the team. We scope either to your situation and quote it plainly. No packaged menu, no surprises — just the work your company actually needs to grow and command its best price.
You pay nothing until your company sells. No retainer. No monthly meter. We run the full process as your advisor — from positioning through close — and earn a success fee aligned to the value of the deal. Most M&A firms can't say that, because they live on retainers. We only win when you do.
The structure is straightforward, in line with lower-middle-market norms, and explained in plain terms in our first conversation — never a surprise, never buried in fine print.
See the full path on the Sell Your Company page.
Nothing to start — your first call is free. Many owners build value over time in Owner's Compass starting at $497/mo. When you sell, we work on a success fee aligned to your deal — you pay nothing until the company sells. Any focused prep work along the way is scoped to your situation and quoted plainly.
No. Our sell-side advisory is success-fee-only — no retainer, no hourly meter. The only fixed costs are the optional Owner's Compass membership and any per-client prep work, and both are modest and quoted clearly up front.
Yes. Owner's Compass includes a directional opinion of value so you know where you stand today. Your formal, buyer-ready valuation is built as part of the sell-side engagement, at no separate charge.
No — that's the ideal time. Owner's Compass (starting at $497/mo) is built exactly for owners who want to build value and stay ready without committing to a full engagement.
Yes. The Owner's Growth Plan ($1,500/mo) is a done-with-you program that installs and runs your business-development engine — targeting, outreach, bids, and credentialing — so you win more of the right work now. It includes everything in Owner's Compass, so you build enterprise value while you grow. Most owners start with a 90-day onboarding sprint, then continue month-to-month.
A confidential call sorts it out in fifteen minutes — what fits, what it costs, and whether now is even the right time.
Schedule a Confidential Call →