You've Built Something Real. Let's Make It Even More Valuable.
"After two decades in business, we thought we knew everything about our operations. But Sallie was able to show us brand new opportunities sitting right inside our business. She asked questions and spotted opportunities that we're already leveraging. What impressed me most was her ability to understand our business as deeply as we do, then show us new perspectives to what we already do well. Sallie doesn't do cookie-cutter consulting. Every recommendation was tailored to who we are and where we want to go. She's become a trusted advisor, not just a consultant."
Ainsley Revercomb
CEO, Cooper Classics
who's this for?
After 21 years working with successful business owners, I've identified the 12 value levers that separate companies that plateau from those that command premium valuations. Most established businesses have $150K-$500K in unrealized profit sitting in plain sight—opportunities their leadership team simply can't see from inside the day-to-day operations.
In 4 weeks, we'll show you exactly where yours is hiding.
In 4 weeks, we'll show you exactly where yours is hiding.
Strategic Growth Assessment for Established Businesses
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What Business Owners Have to Say:
Is This Right for Your Business?
The Strategic Growth Assessment is designed for established, profitable businesses ready for their next chapter.
You're in the right place if:
You've built something successful, but you know there's another level waiting—and you're ready to get there strategically, not accidentally.
You're thinking thoughts like:
You've built something successful, but you know there's another level waiting—and you're ready to get there strategically, not accidentally.
You're thinking thoughts like:
- "We had a good year, but I want to make sure we're focusing on the right things going forward"
- "I need an outside perspective from someone who's seen hundreds of businesses at this stage"
- "We're considering a sale in the next 3-5 years and want to maximize our valuation"
- "I'm spending 60 hours a week IN the business—I need help figuring out how to work ON it"
- "We've grown organically, but now I want to be strategic about what's next"
This is perfect for:
Revenue Range: $2M - $20M established businesses
Leadership Stage: Experienced owners who've proven their concept and are ready to scale strategically
Mindset: Forward-thinking entrepreneurs who view strategic investment as smart business, not an admission of struggle
Timeline: Business owners making decisions about the next 3-5 years (growth, acquisition, exit, or transition)
Revenue Range: $2M - $20M established businesses
Leadership Stage: Experienced owners who've proven their concept and are ready to scale strategically
Mindset: Forward-thinking entrepreneurs who view strategic investment as smart business, not an admission of struggle
Timeline: Business owners making decisions about the next 3-5 years (growth, acquisition, exit, or transition)
The Strategic Growth Assessment - What's Included?
A Board-Level Analysis Delivered in 4 Weeks
Think of this as bringing in a seasoned board member for a month—someone who's analyzed hundreds of businesses and knows exactly what to look for. You'll get the kind of strategic clarity that typically takes business owners years to develop on their own.'
Here's what we deliver:
What Makes This Different:
No Cookie-Cutter Templates: Every recommendation is tailored to your business, your team, your market, and your goals.
Attorney + Strategist Perspective: With 21 years as both a business attorney and strategic consultant, I spot opportunities and risks that single-lens consultants miss.
Implementation-Focused: You don't just get a report that sits on a shelf. You get a clear roadmap your team can actually execute.
Experience That Matters: After working with hundreds of businesses in this exact revenue range, I know what works and what wastes time.
Our Guarantee: You Win or You Don't Pay
If we don't identify at least $150,000 in profit opportunities or enterprise value improvements, you don't pay.
That means you're guaranteed a 10x return on your investment.
Here's why we're comfortable making this guarantee: In 21 years, I've never completed an assessment for an established business and NOT found significant value opportunities. Most companies have them in abundance—they just can't see them from inside the business.
Common opportunities we identify:
The question isn't whether these opportunities exist in your business. The question is: how quickly do you want to find and capture them?
If we don't identify at least $150,000 in profit opportunities or enterprise value improvements, you don't pay.
That means you're guaranteed a 10x return on your investment.
Here's why we're comfortable making this guarantee: In 21 years, I've never completed an assessment for an established business and NOT found significant value opportunities. Most companies have them in abundance—they just can't see them from inside the business.
Common opportunities we identify:
- Revenue concentration risks that suppress valuation (and how to fix them)
- Operational inefficiencies that cost $50K-$200K annually
- Pricing strategies that leave 15-30% margin on the table
- Customer acquisition costs that could be cut by 40-60%
- Strategic partnerships or market opportunities being overlooked
- Team structure inefficiencies that limit scalability
- Technology or process gaps that create bottlenecks
- Exit readiness issues that could cost you millions in valuation
The question isn't whether these opportunities exist in your business. The question is: how quickly do you want to find and capture them?
Week 1: Financial Deep-Dive & Value Lever Analysis
- Comprehensive review of your financial statements, operations, and market position
- Assessment across all 12 Value Levers (from customer concentration to scalability to exit readiness)
- Identification of your 3-5 highest-impact opportunities
Week 3: 12 Month Strategic Roadmap Development
- Month-by-month plan with specific actions and revenue targets
- Resource allocation recommendations
- Risk mitigation strategies for your highest-priority initiatives
Week 4: Implementation Planning & Delivery
- 90-day tactical implementation guide
- Process documentation and delegation frameworks
- Monday-morning action plan (you'll know exactly what to do next)
Week 2: Strategic Clarity Session
- In-depth working session to pressure-test opportunities and priorities
- What should you double down on? What should you stop doing?
- Discussion of your 3-5 year vision and the path to get there
Investment: $15,000
What you're actually buying: Peace of mind that you're focusing on the right things. Strategic clarity worth hundreds of thousands in captured opportunity. The confidence that comes from having a seasoned advisor pressure-test your thinking.
Delivery Timeline: 4 weeks from data access
Payment Terms: Fixed fee, satisfaction guaranteed
Format: Virtual delivery (we work with clients across the Southeast)
What Past Clients Say About the ROI:
"The assessment paid for itself in the first 90 days. Sallie identified a pricing issue that was costing us $180K annually—we implemented her recommendation and saw immediate margin improvement."
— David Chen, CEO
"Best $15K I've spent on the business. Period. The clarity alone was worth it, but the tactical roadmap gave us 18 months of focused priorities."
— Rebecca Martinez, Founder
begin your assessment
Ready to See What's Possible?
Here's how we get started:
Step 1: Strategy Call (30 minutes, complimentary)
We'll discuss your business, your goals for the next 3-5 years, and whether the Strategic Growth Assessment is the right fit. No pressure, no sales pitch—just an honest conversation about where you are and where you want to go.
[Schedule Your Strategy Call]
Step 2: Data Access & Kickoff (Week 1)
If we decide to move forward, you'll provide access to financial statements and key business documents. We'll conduct our initial analysis and schedule our first working session.
Step 3: Delivery & Implementation Planning (Weeks 2-4)
We work together through the analysis, strategic planning, and roadmap development. You'll receive your complete Strategic Growth Assessment with implementation guide.
Step 4: Optional - Ongoing Partnership
Many clients choose to continue working together through our Performance Partner Program for hands-on implementation support. We can discuss this option during delivery, but there's no obligation.
Ongoing Strategic Support
For Business Leaders Ready to Execute Their Strategic Plan.
Here's what we've learned after delivering hundreds of Strategic Growth Assessments:
The businesses that transform aren't the ones with the best plans. They're the ones that execute systematically while maintaining day-to-day operations.
That's where the Performance Partner Program comes in.
Who This Is For:
The Strategic Growth Assessment showed you what to do. The Performance Partner Program ensures you actually do it.
This program is designed for established business owners who:
That's where the Performance Partner Program comes in.
Who This Is For:
The Strategic Growth Assessment showed you what to do. The Performance Partner Program ensures you actually do it.
This program is designed for established business owners who:
- Have completed their Strategic Growth Assessment (or have an existing strategic plan)
- Want hands-on support executing their roadmap
- Need accountability and strategic oversight without hiring a full-time executive
- Value having a "board-level" perspective guiding their transformation
- Want to maintain their existing team while adding experienced strategic leadership
Perfect for businesses that:
- Are serious about systematic growth and willing to invest in professional implementation support
- Have strategic initiatives that require 3-6 months of focused execution
- Need someone to help navigate complexity, remove obstacles, and keep initiatives on track
- Want to avoid the "consultant reports that sit on a shelf" trap
Revenue Range: $2M-$20M companies committed to transformation, not just planning.
What's Included: Your Strategic Partner on Retainer
- Weekly Strategic Oversight
- 60-minute steering meetings to track progress, remove obstacles, maintain momentum
- Monthly KPI reviews with strategic adjustments based on real-time results
- Quarterly board-style reviews to assess progress and refine direction
Hands-On Implementation Support:
- Prioritized action planning with clear timelines and ownership
- Process optimization and system development guidance
- Team alignment and change management support to ensure buy-in
- Vendor selection and project oversight for major initiatives
- Problem-solving support for operational challenges that arise during transformation
Ongoing Strategic Partnership:
- Direct access for time-sensitive decisions (email/text for urgent matters)
- Market opportunity evaluation when new possibilities emerge
- Exit readiness preparation and enterprise value optimization
- Strategic thinking partner for the decisions that keep you up at night
Clear Roles
Your Role: You continue running your business and leading your team. You're the CEO—you make the final decisions and maintain client relationships.
My Role: I ensure your strategic plan gets executed systematically. I'm your strategic partner, accountability partner, and experienced advisor—helping you see around corners and avoid expensive mistakes.
Investment: $8,000 - $10,000 Monthly
Based on: Company size, transformation scope, and support intensity needed
Engagement Length: Typically 3-6 months (based on your strategic roadmap)
Payment Terms: Month-to-month with 30-day notice for completion
(No long-term contracts—I earn your continued partnership every month)
What This Investment Returns: Most clients see 3-5x returns through:
Based on: Company size, transformation scope, and support intensity needed
Engagement Length: Typically 3-6 months (based on your strategic roadmap)
Payment Terms: Month-to-month with 30-day notice for completion
(No long-term contracts—I earn your continued partnership every month)
What This Investment Returns: Most clients see 3-5x returns through:
- Improved operational efficiency and reduced waste
- Increased profit margins from strategic pricing and cost management
- Enhanced enterprise value through systematic improvements
- Faster execution and fewer expensive mistakes
- Leadership bandwidth freed up to focus on growth, not firefighting
Real Client Example:
A $9M manufacturing client invested $48K over 6 months in the Performance Partner Program.
Results:
Total documented value: $3M+
Their quote: "The best investment we've made in 20 years. Having Sallie as our strategic partner was like adding a world-class board member who actually cares about execution. Six months later, we're a completely different company."
A $9M manufacturing client invested $48K over 6 months in the Performance Partner Program.
Results:
- Improved gross margin by 8 percentage points (worth $960K annually)
- Reduced customer concentration risk (improving exit valuation by estimated $2-3M)
- Refined sales team structure, resulting in immediate growth & expansion into new markets
- Prepared leadership team for succession planning
Total documented value: $3M+
Their quote: "The best investment we've made in 20 years. Having Sallie as our strategic partner was like adding a world-class board member who actually cares about execution. Six months later, we're a completely different company."