October 1, 2017

Services and Fees

Ideal Client profile 

CEOs who lead companies* with sales of $1MM or more**, preferably in tech, and looking to make significant changes for the better, quickly. The CEO 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. 1,250 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 one monthly detailed board meeting, plus additional 1-1 meeting time during the month as needed. A minimum of 5 hours per month. 1,250 USD.

Additional hours can be arranged in prepaid 5 hour blocks. The time can be used in lesser increments as needed. 1,250 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 area only), our office in Del Mar, 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.

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* I prefer tech and avoid the following types of businesses: Food, Drugs, porn, gambling, religion, politics, firearms, explosives, war materiel, and illegal or controversial activities.

**Exceptional CEOs may apply for negotiated arrangements and fees.




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My Why:

Why do I do this work?
I've been lucky to have had a good exit 25 years ago.
I'm comfortable and don't need an income from work, so why do I do this?
I work because I love my kids (Kendra and Mike) and I want to be a good example to them, and it keeps me moving and my mind engaged, and I really like helping people, and the people I understand the best are other CEOs... So basically it's a Legacy motivation. Selected CEOs are the lucky recipients of my ability to Pay it Forward.