(Y)OUR ROADMAP

PICK BUSINESS STARTING POINT

STARTUP‍ ‍SMALL‍ ‍MID-MARKET‍ ‍ENTERPRISE

LEGACY

ENTERPRISE CRITERIA:

$100MIL+ AGR
10+ years old
1000+ employees/contractors


You did it! Welcome to the 1% club. The hard work has paid off.

You stuck with it, we hopefully helped you through all the stages. From here, you can keep going or reap the rewards of what you've built.

There is a saying in business "if you're not growing you’re dying." Growth doesn't always have to be a sprint. It may mean rest - just don't do it for too long AND make it an intentional respite with further organization and strategy, not stagnation.

At this level, we may part ways permanently, or you may keep coming back for high‑level fractional or interim support, including:

  • Mergers and acquisitions (Executives | Architects)

  • Interim executive support (Executives)

  • Exit strategy and execution (Executives | Architects), or

  • Technology and software architecture for complex initiatives (Architects).

Onwards and upwards to the $1BIL club. We hope we have and continue to help you build a company with true unicorn potential.

FRACTIONAL

SOLUTION

Fractional at this stage is customized with the outcome goals of:

  • Permanent placement - executive

  • Replacement - executive

  • Completion - architect

It's an option to consider during acquisitions, mergers, exists, and during transitions or volatile periods.

GROWTH

MID-MARKET CRITERIA:

$10MIL - $100MIL AGR
7+ years old
100 - 1000 employees/contractors


Congrats again! You made the decision to go all in!

If you’ve been through our development stage or your own version of it, this next stage of your business is broken down into our strategic sub‑stages:

  • LOW AGR: $10MIL - $40MIL

  • MID AGR: $40MIL - $70MIL

  • HIGH AGR: $70MIL - $100MIL

These sub‑stages demand different levels of strategy, support, and oversight across mergers, acquisitions, exit planning and transitions, or building a legacy‑business model. Fractional or interim executive support during leadership searches or transitions, or architectural guidance during chaotic transitions or major technological developments or shifts, may be the solution you need to move from 10M to 100M in AGR.

FRACTIONAL

SOLUTION

We offer monthly and weekly fractional support during this stage, with increased depth and access inside each of these cadences. Fractional support at this stage has two outcome goals: hiring a full‑time executive (C‑suite) or completing the agreed architectural work. Minimum retainer commitment, then flexible ongoing support as needed. It is also a strong option during acquisitions, mergers, and exits, when you need independent strategy and oversight that sits alongside, rather than inside, the main business.

SERVICE SOLUTIONS STORE

SOLUTION

Our service solutions store at this stage may still be relevant for specific niche needs of #owners, #founders, and possibly #boards. The services are designed as single service package (project) without a long-term commitment. Strategists who offer these packages design the service deliverables, timeframe, and work directly with you after purchase or a retainer payment.

DEVELOPMENT

SMALL BUSINESS CRITERIA:

$750K - $10MIL AGR
5+ years old
1 - 100 employees/contractors


Congratulations! You are part of an elite group of businesses. Only 5% - 9% of businesses ever see past $1MIL in AGR (Annual Gross Revenue). You are probably experiencing some major bottlenecks to keep up the pace OR you are wondering how to stabilize and stay here. This is the AGR-level that majority of #founders and #owners want to reach.

This stage is all about slowing down (just slightly) and understanding your processes (i.e., what's working, what's not working, what is duplicitous, and where can we improve). It's expanding your marketing and sales (lead generation), solidifying your operations (fulfillment, support, and satisfaction), and going a little deeper with your administration (legal, accounting, IT, and HR).

Solutions at this stage should assist in

  • bringing clarity,

  • specific support on one process or area,

  • extending your reach inside the business with strategic executive support, and

  • preparation for accelerated growth and mid-market status.

DIGTAL SOLUTIONS STORE

SOLUTION

Use our digital solutions to continue building your knowledge, get templated strategy solutions, and Standard Operating Procedures (SOPs), as needed during this stage.

SERVICE SOLUTIONS STORE

SOLUTION

Our service solutions store is designed for a single service package (project) without a long-term commitment. Strategists who offer these packages design the service deliverables, timeframe, and work directly with you after purchase or a retainer payment is received. Utilize these services to find and receive clarity.

COFOUNDER

SOLUTION

Do you have a blue ocean idea?

If you are still under $1MIL dollars AND the business is less than 10 years-old, this customed solution is still available to you at this stage. Finding the right strategic cofounder(s) is often the key to scaling.

FRACTIONAL

SOLUTION

We offer quarterly fractional support starting around $3MIL in AGR, and scaling to our monthly package by the time you reach $10MIL in AGR.  Fractional support at this stage is meant to accelerate growth and prepare you for mid-market status. Otherwise, if you wish to stay here we have a minimum retainer commitment, then flexible ongoing support as needed.

FOUNDING

STARTUP CRITERIA:

STARTUP
$0 ‐ $750K AGR
10 YEARS >
1 - 20 employees/contractors


Starting a new business can be daunting. There's lots of unknowns. Many creators get stuck in their own way on their service, product, or technology software.

You don't know what you don't know when starting off in business and even as you grow a business, that one piece of strategy or advice could make all the difference.

DIGTAL SOLUTIONS STORE

SOLUTION

Our digital solutions equips you with tools to start building your knowledge, get templated strategy solutions, and Standard Operating Procedures (SOPs).

COFOUNDER

SOLUTION

Do you have a blue ocean idea? Have you market tested it?

If you have a blue ocean idea, and whether you have or have not market tested it, let’s see if we can help, here, if you are looking for a cofounder. Cofounder is our custom solution, with payment flexibility included.

ARE YOU READY?


Our strategists have frameworks we can implement to get you to where you want to go. You just need to decide the destination and speed.

Click “YES” if ready, “NO” to keep exploring.