October 1, 2017

Services and Fees

Ideal Client profile 

CEOs only, who lead companies with sales of $1MM or more*, preferably in tech, and looking make significant changes for the better, quickly. He is not looking for a "lifestyle coach" but rather solid, actionable, real world business advice. His company is facing real challenges in funding, management, sales, and/or profits.

Services and Fees* 

(updated 10-1-17)

Satisfaction Guarantee: Our goal is your enthusiastic recommendation to your business associates. If you are unhappy, we'll make it right or return your payment.

Initial Meeting. Prospective clients can expect a first meeting of 1-2 hours to be free of charge. After this meeting, the prospective client may be invited to apply for client status. If the application is accepted provisionally,  fees are as follows:

New Clients are accepted as time permits. Each new client receives a thorough Business Opportunity Analysis. This typically requires 5 hours of 1-1 time after client online data entry. It is possible that the Analysis would result in the withdrawal of client status and the fee will be returned. 1250 USD.

Note that businesses with operations in industries such as porn, religion, government, gambling, and others outside our areas of expertise will not receive invitations to apply for client status.

Retainer for monthly board/advisor meetings. Includes up to 3 hour board meeting, plus 2 hours of additional 1-1 time during the month as client requests. 1250 USD.

Additional hours can be arranged in prepaid 5 hour blocks. The time can be used in lesser increments as needed. 1250 USD.

Incidentals. Brief client phone calls, emails, texts, etc. are included in the basic fees without additional charge.

Location options: Physical meetings can be in person at client site (San Diego are only), our offices, or online. Travel time is included in the basic fees.

Terms: prepayments are accepted via Venmo, credit card, direct deposit.

Special Services. Preferences for client engagements that include significant additional opportunities  beyond the scope of hourly rates, such as a share of cost savings, sales increases, funds raised, etc.

*Applications from high potential startups may be accepted under negotiated arrangements and fees.