Compare the options
Reset only
- Who it suits
- Owners who want the analysis, the plan, and the tools, then will run them with their own team.
- What you receive
- The 60-day Reset: analysis, a 12-month financial plan, the core tools, training, and advice through day 60.
- Cadence
- A defined 60-day engagement. It ends unless you choose ongoing support.
- Reset fee
- You pay the Reset fee. There is no ongoing fee.
See the Reset
Reset and monthly support
- Who it suits
- Owners who want a regular look at performance, forecasts, and upcoming decisions.
- What you receive
- The full Reset, then monthly review, forecast updates, and decision advice.
- Cadence
- Monthly after the Reset ends.
- Reset fee
- Waived when you commit up front to 12 months of monthly support, whether you pay monthly or annually up front. If you pay for the Reset and then commit to 12 months of monthly support, that Reset payment is credited toward the monthly fees.
See monthly support
Reset and quarterly support
- Who it suits
- Owners who want a structured check-in each service period, without monthly analysis or updates.
- What you receive
- The full Reset, then quarterly review and advice. Quarterly support does not include monthly updates.
- Cadence
- Consecutive three-month periods that begin after the Reset ends. Fees are not prorated to the calendar quarter.
- Reset fee
- You pay the Reset fee plus the quarterly fees. There is no waiver and no credit.
See quarterly support
The fee is custom after a Profit Opportunity Review. The exact start of a 12-month monthly term, and the month-by-month schedule for a Reset credit, are confirmed in the proposal. They are not set on this page.
