Published, because nobody else will
What it costs.
I looked. Not one broker, exit planner or advisory firm serving Texas companies under $5M publishes a price. You're meant to sit through a meeting to find out. Here's mine.
| What | Price | What it is |
|---|---|---|
| The Baseline | Free | Twenty questions, a score, and a straight read. Six minutes, no email required. |
| Qualification call | Free | Thirty minutes. You fill out a short questionnaire first so we don't spend the call on things I could have read. I'll tell you on that call if I don't think I can help. |
| Reality Check | $3,500 | Written findings. Where the money is, what's holding you in the building, what to do first. $6,500 if you want it delivered live to you, your partners, your board, or your family. |
| The Groundwork | $10–15K | The full read across all five areas. Three to four weeks of work, staged over 30 to 60 days, half up front. This is the gate — nobody starts monthly work without it. |
| The Overhaul | $2,500/mo | The monthly work. Eighteen to thirty-six months. Cancel any time, no notice, no penalty, no term. |
The Reality Check comes off the Groundwork
Hire me for the Groundwork within ninety days and the Reality Check fee comes off the price. It's a real credit, not a coupon, and you get it whether or not anything else ever happens.
Travel
Within about 200 miles of Midland, an on-site visit is included. Beyond that the work is done remotely by default, and an on-site visit is available for the live-delivery premium plus travel at cost. Nothing about the prices above changes because of where you are.
Three things about the money
- Cancel means cancel. No notice period, no last month, no penalty. If a draft goes through after you've said stop, it comes back within three business days.
- No late fees and no interest, ever. If an invoice goes past two weeks the work pauses, and you're never billed for paused time. There's no collections agency in this business and there never will be. If something's wrong, I'll call you myself.
- Bank transfer is cheaper. Card is the posted price; pay by transfer or check and there's a published 3% discount. That's a discount, not a surcharge — Texas is particular about the difference and so am I.
What this sits next to.
What a Texas broker takes out of a $2M sale on the standard fee schedule
The whole seller stack — broker, lawyer, accountant, appraiser, filings. The broker is three-quarters of it
The Groundwork plus two years of monthly work. Paid whether or not you ever sell anything
One of those three is the only one that changes the business before the number is set.
The next step is a thirty-minute call, and it's free.
Talk to me