Todd working directly with you. Not a team. Not delegated. Todd.
The Clarity Partnership is the highest-touch engagement — 90 days of direct advisory working through the full value creation and transaction preparation process together. From the Clarity Scan through full readiness. Comprehensive, integrated, and aligned entirely with your outcome.
$28,975 · 90-day term · Renewable · Intake call required to confirm fit and availability
Clarity Partnership™
90-day engagement · Renewable
No payment until fit and availability are confirmed
This is not a scarcity tactic. It is a quality constraint. Each client in the Clarity Partnership works directly with Todd — not a team of junior analysts, not a delegated process. The six-client limit reflects how many engagements can be conducted at this level simultaneously without compromising the depth of work. If capacity is currently full, your intake call will put you on the wait list with priority for the next available slot.
What the engagement covers
The 90-day structure is a framework, not a rigid schedule. Work expands and contracts around what your situation requires. The goal is transaction readiness — not milestone checkboxes.
Days 1–14 · Foundation
Full Clarity Scan completed — EBITDA normalization, indicative value range, Risk Heat Map. Establishing a shared, buyer-calibrated understanding of exactly where you stand before any strategic work begins.
Days 14–30 · Strategy
Value Engineering Plan developed, prioritized, and sequenced. Advisor alignment strategy defined. The roadmap becomes the operating plan for the remainder of the engagement — and beyond if a renewal makes sense.
Days 30–75 · Execution
Active implementation support as you work through the roadmap. Todd reviews progress, flags issues, adjusts priorities as market conditions or your situation evolves. Ongoing availability for questions, decisions, and advisor interactions that affect your position.
Days 75–90 · Readiness
Final positioning review, diligence preparation, and documentation assessment. Updated value picture reflecting changes made during the engagement. Renewal discussion — whether the next 90 days makes sense depends entirely on your situation at that point.
Setting expectations clearly
✓ What this is
✕ What this is not
How to get started
The Partnership requires an intake call before any payment. The call confirms fit, availability, and that the engagement makes sense for where you are right now. No payment is requested until both sides confirm.
A brief form — business type, approximate size, timeline, and what prompted your interest. Takes five minutes.
30–45 minutes. Todd reviews your situation, confirms the engagement is the right fit, and discusses availability and timing.
If it's a fit, payment is arranged and the engagement starts. NDA executed. Work begins within the agreed timeframe.
This form routes directly to Todd. You'll hear back within one business day.
No payment required at this stage. Todd reviews every intake personally.
Not ready for a Partnership?
First Step
If you want to understand your real position before committing to a deeper engagement, the Clarity Scan is the right starting point. 48–72 hours. Full refund guarantee.
Get the Clarity Scan →Strategic Roadmap
If you have a 6–24 month horizon and want a detailed action plan — without the 90-day direct engagement — the Blueprint delivers the roadmap you can execute independently.
Learn more →If you're considering the Partnership, the intake call is the right first move. No payment, no commitment — just a direct conversation with Todd about whether it makes sense.
Request an Intake Call$28,975 · 90-day term · Renewable · Intake required before payment