Each engagement is designed for a different stage of readiness. Most clients start with the Clarity Scan and move forward from there. The path is logical — the starting point depends on where you are.
Foundation · Self-Directed
Five seller education playbooks covering how buyers think, how deals fail, and what owners rarely understand until it's too late. The conceptual foundation for every other engagement. Available as a standalone or included automatically with the Clarity Scan.
How Buyers
Think
Why Deals
Fail
The Value
Framework
Risk
Playbook
Preparation
Guide
Entry Engagement · 48–72 Hour Delivery
A buyer-calibrated diagnostic that tells you your real EBITDA, your indicative value range, and your top risks — in plain language, in 48–72 hours. The right first step before any conversation with advisors, bankers, or potential buyers.
EBITDA Normalization
Your real earnings as a buyer will reconstruct them — every add-back documented.
Indicative Value Range
Three scenarios — conservative, base, optimized — with multiple logic explained.
Risk Heat Map™
Every material risk identified, classified by severity and value impact.
Clarity Library™
All five playbooks included automatically at no additional charge.
Strategic Roadmap · Built on the Scan
A detailed strategic roadmap identifying the specific actions, sequencing, and timing that can materially improve your transaction outcome. Built on the Clarity Scan foundation — either completed separately or as part of this engagement.
Value Engineering Plan
Specific actions ranked by impact and feasibility within your timeline
Sequencing Roadmap
What to do, in what order, with timing relative to your sale horizon
Advisor Alignment Guide
How to position the work for your banker, CPA, and attorney
Direct Advisory · 90-Day · Renewable
Todd's highest-touch engagement. 90 days of direct advisory working through the full value creation and transaction preparation process — together. Comprehensive seller-side support from clarity through readiness. Intake call required to confirm fit and availability.
Included across the 90 days:
Why this engagement has a cap:
This is not a volume practice. Each client receives direct work from Todd — not delegated analysis. The six-client limit isn't positioning; it's the constraint that makes the engagement what it is.
Quick comparison
| Library $395 |
Clarity Scan $2,975 |
Blueprint $8,975 |
Partnership $28,975 |
|
|---|---|---|---|---|
| Delivery time | Instant | 48–72 hrs | 1–2 weeks | 90 days |
| EBITDA normalization | — | ✓ | ✓ | ✓ |
| Indicative value range | — | ✓ | ✓ | ✓ |
| Risk Heat Map™ | — | ✓ | ✓ | ✓ |
| Strategic roadmap | — | — | ✓ | ✓ |
| Direct access to Todd | — | — | — | ✓ |
| Clarity Library™ included | ✓ | ✓ | ✓ | ✓ |
| Refund guarantee | — | Full | — | — |
The Clarity Scan is the right entry point for most owners. It delivers clarity in 48–72 hours with no commitment beyond the engagement itself.