Ownership & Value Creation
The first 100 days, the operating rhythm, and the bench behind you
The deal closes and the execution gap opens. Year 1 decides whether value is built or destroyed, and the first 100 days set the trajectory.
The seller leaves with the institutional knowledge, the deal advisors scatter, and the new owner runs the business alone with no playbook, no cash rhythm, and no one to call.
Year 1 is a team sport.
The owner sets direction. The bench runs alongside: fractional executives across twelve categories, peers in the same year of the same journey, and a weekly cash rhythm from week one.
Close through Year 3+: twelve expert categories
The largest phase in the system. These executives and advisors run functional areas of your business so you can focus on growth and stability. Every expert in the network is matched to a phase; these are the categories that work Phase 04.
Fractional CFO
Financial Management · SBA Compliance · Cash Flow · P&L Discipline
Owns financial management, SBA compliance, cash flow, and P&L discipline, without the full-time salary.
Fractional COO
Day-to-Day Operations · 100-Day Plan · Key-Person Risk
Runs day-to-day operations, executes the 100-day plan, and manages key-person risk through the transition.
Fractional CMO
Marketing Strategy · Brand · Digital · Lead Generation
Owns marketing strategy and execution: brand, digital, and lead generation.
Fractional CRO
Revenue Growth · Sales Process · Customer Concentration
Owns revenue growth, the sales process, and customer concentration reduction.
CEO Coach
Operator Accountability · Weekly Working Relationship
Holds the operator accountable to their goals in a weekly working relationship.
Growth Advisor
Revenue Growth Strategy · New Markets · Customer Acquisition
Revenue growth strategy, new markets, and customer acquisition planning.
HR Executive
Team Retention · Compensation · Hiring · Culture
Team retention through the transition, compensation planning, hiring, and the culture the seller leaves behind.
Technology Advisor
Systems Audit · Tech Stack Optimization · Migrations
Audits the systems you inherited, optimizes the tech stack, and can execute migrations rather than just recommend them.
Industry Specialist
Sector-Specific Operational Expertise
Sector-specific operational expertise and execution guidance: an operator who has run your kind of business before.
Banking & Credit Advisor
SBA Covenant Compliance · Refinancing · Banking Relationships
Manages SBA covenant compliance, refinancing, and the banking relationships an owner needs healthy.
Cybersecurity Advisor
Security Audit · Risk Assessment · Lower-Middle-Market Threats
Security audit, risk assessment, and protection against the cyber threats that target lower-middle-market businesses.
Business Insurance Advisor
Post-Close Coverage · Workers Comp · D&O · Cyber Insurance
Structures post-close coverage: workers comp, D&O, key-person life, and cyber insurance.
Membership includes the coordination: matching you to the right category and the right expert for your phase. The engagements themselves, hourly or fractional, are booked and paid separately at each expert’s listed rate.
Sessions, playbooks, and the room
The 100-Day Plan
Our staged template: knowledge transfer, team, customers, quick wins, in order.
Weekly cash rhythm
The oversight cadence installed in week one.
All live sessions
GTM Through the Phases, the Expert AMA, and the Deal War Room, monthly.
Peer operators
Owners in Year 1 and beyond, in the same rooms.
Included with membership. Engaged when you need depth.
Included with full membership
- The 100-Day Plan and all operating templates
- All live monthly sessions
- Peer community of operators
- Coordination across the expert bench
Expert engagements
- Fractional CFO, operations, marketing, HR, and technology engagements
- CEO placement for sponsor-backed deals, with no fee until placement
All expert engagements, hourly or fractional, including LOI & deal review, are booked and paid separately at each expert’s listed rate.
Start free. The system is already running.
Free membership opens the community and the playbook. Full membership, $295 a month or $2,950 a year, puts the whole coordinated system behind your deal.