But Somewhere Along the Way
You're the first call for every problem, every approval, every question. Your phone never stops. Your weekends disappeared. You haven't taken a real vacation in years.
More revenue. More people. More chaos. You're working harder than ever but the business isn't getting stronger — it's getting more fragile.
You're too busy running the business to fix the business. Every week you tell yourself "next quarter." But next quarter never comes.
A key employee leaves. A cash crunch hits. You get sick for a week and everything stalls. Or you just look up one day and realize: you don't own a business — you own a job. A high-paying, all-consuming job with no off switch. And the thing you built to create freedom has become the thing that took it away.
What Has to Change
1
Know your numbers before they become problems.
Cash flow clarity. Margin by service line. KPIs that predict, not just report.
2
Decisions happen without you in the room.
Operating cadence. Meeting rhythm. Decision rights. Role clarity.
3
Your business runs whether you're there or not.
SOPs. Cross-training. Delegation frameworks. Leadership depth.
4
Ready to sell, scale, or simply step back.
Clean financials. Transferable operations. Documented IP. Buyer confidence.
Want to see where you stand on all four?
Take the Free 5-Min AssessmentWhat Changes
The owner who used to work 65 hours a week now works 30 — and the business is more profitable. The team makes decisions without calling her. Cash flow is visible 13 weeks out. Every critical process is documented. She took three weeks off last summer and nothing broke. The business isn't just running — it's ready. Ready to scale. Ready to sell. Ready for whatever she decides.
30–50%
Typical reduction in owner-dependent decisions
10–20 hrs/week
Recovered owner time within 90 days
Up to 2x
Improvement in valuation multiples
90 days
To install core operating systems
Results vary by business. Every engagement includes documented before-and-after metrics.
How It Works
1
Diagnose
We score your business across 6 dimensions. You see exactly where you're strong, where you're exposed, and what's costing you money.
2
Install
We don't advise — we build. Systems, cadences, dashboards, SOPs, and team structures. Installed in your business, not delivered in a PDF.
3
Sustain
Monthly operating cadence to maintain momentum, catch drift early, and keep the systems running.
Every engagement is scoped to your business. Here's how the options break down.
Choose Your Starting Point
Most owners start with a Health Check or Diagnostic. From there, we scope exactly what your business needs — nothing more.
A focused, low-commitment starting point.
$2,500 – $4,500
Completed in 1–2 weeks
The Health Check is a focused diagnostic across 6 core business pillars. It answers one question: what are the 3 things you need to fix first?
We review your financials, operations, team, systems, client concentration, and exit posture. You receive a scored assessment and a prioritized action list — with a clear next step on every item. No fluff. No vague observations. Specific, actionable findings ranked by impact. Takes just 2–3 hours of your time over 2 weeks. We do the heavy lifting.
What You Receive
6-Pillar Business Scorecard
Scored assessment across financials, operations, people, systems, clients, and exit readiness.
Top 3 Immediate Action Items
Prioritized by impact and urgency. Specific recommendations, not general observations.
Executive Review Summary
A written summary document suitable for sharing with partners, lenders, or advisors.
1-Hour Debrief Session
Walk through the findings with Mario directly. Questions answered, path forward clarified.
The engagement most clients choose once they're serious about change.
$7,500 – $12,000
Completed in 3–4 weeks
The full picture. This is the diagnostic most clients start with once they are serious about change. It maps every major risk and constraint in your business — and gives you a 90-day blueprint to address them.
You receive two proprietary scores: an Owner Independence Score (0–100) and an Exit-Readiness Score (0–100). Both are quantified, documented, and actionable. You leave with a precise map of where you are, why it matters, and exactly what to do next.
What You Receive
Risk + Constraint Map
Comprehensive mapping of every major fragility — financial, operational, personnel, and structural.
90-Day Control Blueprint
A phased action plan with specific deliverables for each of the first 90 days.
Owner Independence Score
0–100 score measuring how owner-dependent the business is today, with subscores by category.
Exit-Readiness Score
0–100 score assessing M&A readiness, buyer confidence, and valuation gap analysis.
Full Debrief + Recommendation Session
2-hour working session to walk through every finding and align on the path forward.
Where the real transformation happens. We install — not advise.
Priced by scope
Timeline scoped to deliverables | Full implementation
This is where real change happens. The Execution Sprint is a full implementation engagement -- not advice, not a report, not a series of calls. We embed, we execute, and we install.
Every Sprint is scoped to what your business actually needs. One client may need a single system installed fast. Another may need a full rebuild across all four Waypoints. Scope, timeline, and investment are defined after the Diagnostic -- so you only pay for what gets implemented.
The Execution Sprint is the foundation of the Operating Partner relationship. Most clients who complete a Sprint continue into a monthly retainer.
What Gets Installed
Visibility Installed
Close discipline, cash rhythm, KPI dashboard, and weekly reporting cadence built and running.
Control Installed
Operating cadence, roles, decision rights, and meeting rhythm — owner removed from daily decisions.
Dependency Reduced
Leader scorecards, handoffs, knowledge transfer, and depth built into critical roles.
Exit Readiness Achieved
Durability, documentation, and buyer confidence — 30-day away test passed.
Documented Before & After
Every result quantified and documented. No ambiguity. No vague outcomes.
Ongoing Support
Fractional COO support on a monthly cadence. Three tiers matched to where your business is and what you need next. Senior attention — not junior delivery.
Tier 1
$4,000 – $6,000/mo
Ongoing support at maintenance and reinforcement level. Best for businesses that have completed a Sprint and want to sustain momentum.
Tier 2
$8,000 – $12,000/mo
Active growth engagement with deeper operating cadence. For businesses ready to scale revenue, team, or market without breaking the systems we built.
Tier 3
$15,000 – $25,000+/mo
Full exit preparation. For businesses targeting a sale in 12–36 months. We build buyer confidence, clean up the cap table story, and maximize enterprise value.
Before You Decide
We don't deliver reports and walk away. We install systems, train your team, and measure the before-and-after. Every engagement has documented results. If you can't see the change in the numbers, we didn't do our job.
$1M–$20M revenue, 5–100 employees, any industry. Trades, professional services, healthcare, manufacturing, technology — the operational challenges are the same. We specialize in the structure, not the sector.
That's exactly why you need this. The Health Check takes 2–3 hours of your time over 2 weeks. The Execution Sprint requires 3–4 hours per week from you — and the first thing it does is free up more hours than it takes. If you're working 60+ hours, you're the exact person this is built for.
The diagnostic gives you a clear picture in 2–4 weeks. The first Sprint milestones typically show measurable change within 30 days — reduced owner hours, clearer financial visibility, and team members making decisions without you.
Most businesses we work with are losing $40K–$150K per year to owner time trapped in low-value tasks, underpriced services, uncollected receivables, and inefficient operations. The diagnostic alone typically identifies more in recoverable value than its cost. The Sprint pays for itself within the first quarter.
That's exactly how it's designed. Start with the Health Check ($2,500). If the findings are actionable, move to the Diagnostic. If the Diagnostic reveals structural work, scope an Execution Sprint. You're never locked in — each step earns the next.
Every engagement is covered by a mutual NDA before any data is shared. Your financials, operations, and strategy never leave our team. Confidentiality is not a feature — it's a requirement.
During the diagnostic phase, we review your financials, interview key team members, and observe operations. During the Sprint, we work alongside your team — building dashboards, writing SOPs, running meeting cadences, and training leaders. You'll have a shared project tracker with weekly progress updates.
Exit readiness isn't about selling — it's about building a business that doesn't depend on you. Clean financials, documented systems, and a capable team aren't just what buyers want. They're what makes your life better whether you sell, scale, or simply step back.
Start with the free Business Health Scorecard — it scores your business across 6 dimensions in 5 minutes. You'll see where you stand and what to focus on first. You can also join the Waypoint membership for $79/month — full access to 77 interactive business tools, 40 courses, and 202 articles. Build at your own pace with the same frameworks we use in our paid engagements. No commitment required — cancel anytime.
Take the free Business Health Scorecard. Five minutes, 30 questions, 6 dimensions. You get a score, your biggest gaps, and a clear next step. If the score suggests structural work, book a fit call and we'll talk about what makes sense. No pitch. No obligation.
EOS is a framework — we are an implementation partner. A fractional COO joins your team part-time. We embed as an operating partner: we diagnose, install systems, train your team, measure results, and leave when the system runs without us. We are not permanent overhead — we are a transformation engine.
Get Started
Take the free assessment first. Five minutes. A score. A clear next step. No pitch. No obligation. No spam.