The Diagnostic looks for the constraint costing your company the most: a margin nobody has priced, a decision bottleneck, a team gap everyone works around.
What we find scales with your revenue and team, which is why this engagement is built for companies from $10M to $50M.
A coach in your corner, starting with the numbers
The constraint is rarely where it hurts.
The pain shows up in cash and in your calendar. The cause is usually upstream: a margin structure nobody has priced, a decision bottleneck, a team gap everyone works around.
We find it together.
I bring the pattern recognition from two decades inside businesses many times your size. You bring the truth about your company. Neither works without the other.
You stay the operator.
My clients do the work. That is why the results are theirs. My job is to make sure the work is aimed at the right target, in the right order, and that you are never deciding alone.
How It Works
- 1
Qualify and Book
Seven questions confirm the fit. Qualified owners pick a time and complete payment right here on this page.
- 2
Submit Information
After Booking you will fill out an intake form then submit requested financials in excel format.
- 3
Data Analysis
The session starts with the work already done, not with introductions.
- 4
The Working Session
We review your numbers and your organization end to end, together. Every gap gets a dollar value and a priority.
- 5
Constraint(s) Identified, Roadmap Delivered
A written roadmap, ranked by dollar impact, in the order to fix things. Yours to keep and implement.
Constraint Diagnostic $7,500
- Financial and organizational review before we meet
- The working session, you and me on your actual numbers
- Written roadmap, ranked by dollar impact
What you get every time: the constraint identified and a written roadmap delivered. Not a promised outcome. My clients do the work. That is why the results are theirs.
I'm not your CPA, attorney, or financial advisor, and I'll tell you when a finding belongs with one of them. What I do is find the gaps they're not looking for, because their job is compliance and mine is your growth.
Book Your DiagnosticAfter the diagnostic
The Advisor Engagement
Owners who continue move into an advisor engagement. We work the roadmap together: the constraint of the quarter, the decisions of the week, and the personal growth that scaling demands from the person at the top. A confidant for both sides of the job. We grow the business with exit discipline from day one, so if a buyer ever calls you negotiate the multiple from strength.
- Advisory is by invitation, after the diagnostic. Quarterly engagements, limited seats.
- Weekly access, you are never deciding alone
The wins you can measure are the dollars found. The ones you can't are the seven-figure mistakes that never happened: the acquisition you walked away from, the hire you didn't rush, the expansion that waited a quarter. An advisor pays for himself in both directions.
Most owners continue. None are obligated. The diagnostic and its roadmap are yours either way.
CLIENT RESULTS
Individual result. Clients who didn't do the work saw little or no change.
"Every time I work with Matthew, my business doubles the next year!"
Joe B., President and CEO, Complete Exteriors
Individual result. Clients who didn't do the work saw little or no change.
"Working with Matthew has been the best investment in myself that I could have ever made."
Amanda Souther, President and CEO, Campbell Roofing
Individual result. Clients who didn't do the work saw little or no change.
"Matthew has an extremely strong financial ability to analyze overall business cashflow profitability. He has been instrumental in our company's success."
Ray M., General Manager
Individual result. Clients who didn't do the work saw little or no change.
"You probably should have done it yesterday. Having someone to run big decisions by has been so beneficial for our company. It's going to pay for itself time and time again."
Holland Hawks, Owner, Hawksight Commercial Roofing
Holland Hawks, Owner, Hawksight Commercial Roofing
Amanda Souther, President and CEO, Campbell Roofing
QUALIFY AND BOOK
Seven questions confirm the fit. Qualified owners schedule and pay right here. If it is not the right time, the library is the better door and I will point you there.
Frequently Asked Questions
One door. It opens with seven questions.
Qualify, pick your time, and we go find what your company is hiding.
Book Your Diagnostic