The Year-One Pass
Your first year, on a plan.
New owners hit the same problems in the same order. The seller's knowledge stops being available. The numbers are not there. The crew is deciding about you. The phone is quieter than it should be. The Year-One Pass sequences the fix so you are not solving each one the week it hits.
The sequence
Twelve months, in order.
Months 0 to 2
Knowledge and Handoff
before the seller's transition ends
Months 1 to 3
Cash and Numbers, and Customers and Phones
so you can see the money and stop losing calls
Months 3 to 7
Crew and Field
after the crew has had its first three payrolls with you
Months 6 to 12
Build Bank
[X] hours of custom build for whatever year one taught you
All year
A monthly 60-minute operator call
not coaching, a second set of eyes on the numbers
Price
$28,000 to $34,000 for the year
Billed in thirds as each phase starts.
For comparison, a fractional COO for a business this size runs $12K to $15K a month.
Who it is for
Buyers closing in the next 90 days or closed in the last six months. Two shops at a time.
- Holdcos: ask about a per-add-on price.
- Sellers with a buyer lined up: the Pass can be written into the deal.
Ask if your shop qualifies.
Thirty minutes. Tell us where you are in the deal and what the shop looks like. We tell you whether the Pass fits, or which single line to start with.