Tier 3 - Executive Partnership

$10,000.00

Ideal for: Established or expanding businesses generating $1 miilion + in annual revenue, or those seeking leadership-level strategy and operational oversight.

The Executive Partnership Plan is built for business owners who want more than consulting — they want a strategic partner embedded in their organization. This plan goes beyond advising; it’s about implementing systems, driving accountability, and optimizing profitability across every department.

At this level, your business has proven success, but growth is often limited by time, leadership bandwidth, or lack of strategic structure. My role becomes your fractional COO & CFO and growth architect, helping you scale sustainably, increase margins, and free you from day-to-day management.

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Frequency:
$10,000.00
$10,000.00
Every month

Ideal for: Established or expanding businesses generating $1 miilion + in annual revenue, or those seeking leadership-level strategy and operational oversight.

The Executive Partnership Plan is built for business owners who want more than consulting — they want a strategic partner embedded in their organization. This plan goes beyond advising; it’s about implementing systems, driving accountability, and optimizing profitability across every department.

At this level, your business has proven success, but growth is often limited by time, leadership bandwidth, or lack of strategic structure. My role becomes your fractional COO & CFO and growth architect, helping you scale sustainably, increase margins, and free you from day-to-day management.

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What’s Included:

1. Executive-Level Business Integration

I work closely with ownership and leadership teams to align every department with your strategic goals. This includes:

• Reviewing operations, sales, marketing, and finance at an executive level

• Developing short- and long-term growth plans

• Overseeing implementation of key systems, technology, and performance tracking

• Establishing leadership accountability frameworks

You’ll gain clarity on direction, structure, and priorities — turning your big-picture vision into measurable results.

2. Strategic Growth & Expansion Planning

We’ll build a detailed, scalable roadmap for your next growth phase — whether that’s expanding locations, launching new services, or improving profitability across current operations.

This includes:

• Market and competitive analysis

• Pricing optimization and margin improvement strategies

• Expansion feasibility studies

• Cash flow forecasting for scaling

Each plan is customized to balance growth with operational stability and financial control.

3. Leadership & Team Development

A business can only scale as fast as its leadership team. I’ll help you strengthen the internal structure by:

• Defining clear executive and departmental KPIs

• Creating management reporting systems

• Implementing performance-based incentives

• Providing leadership coaching and accountability sessions

This ensures your team performs at the same level of excellence you expect from the business itself.

4. Profit & Loss Optimization

We’ll deep dive into your P&L to maximize efficiency and profit retention.

This includes:

• Identifying cost-saving opportunities and margin leaks

• Creating department-level profit targets

• Structuring cash reserves and reinvestment plans

• Building a performance-based compensation model for key staff

You’ll gain complete financial transparency and a system that turns revenue into consistent profit.

5. Advanced Marketing & Brand Growth Strategy

Beyond marketing tactics, this plan focuses on positioning your brand for long-term authority and scalability.

We’ll refine:

• Brand positioning and customer experience

• Strategic partnerships and collaborations

• Marketing systems that deliver measurable ROI

• Expansion into new territories or verticals

This creates a brand that not only grows but dominates its niche.

6. Priority Access & On-Demand Support

As a partner-level client, you receive direct access to me via phone, text, and email.

You can expect real-time collaboration, quick decision-making support, and on-site visits (as needed) to ensure your vision is executed seamlessly.

7. Profit-Sharing or Equity Partnership (Optional)

For select businesses, this plan can include a profit-share or minority equity partnership. This structure ensures both sides are invested in the company’s success, allowing for deeper collaboration and higher accountability toward results.

Goal: Scale, Systemize, and Sustain Long-Term Profitability

By the end of this engagement, your business will have:

• A fully aligned leadership and operations structure

• Predictable, systemized profitability

• A growth strategy that can be replicated across locations or divisions

• Clear financial controls and reporting systems

• A business that runs efficiently — with or without your constant involvement

The Executive Partnership Plan transforms you from business operator to business owner — creating a company that thrives independently and scales strategically.