Start with a free diagnostic. Convert to a roadmap. Implement on your timeline. Pricing is transparent for the productized engagements; the full operating system is scoped to the firm.
Most firms enter at the roadmap, deploy three modules in eight to twelve weeks, and graduate to the full build once the early wins are in production.
A two-week engagement that pinpoints the operational leaks costing you time and margin, and hands back a 90-day prioritized plan to fix them.
Productized deployment of three operating modules in eight to twelve weeks. Pick the modules from the roadmap; we deploy them on a fixed scope, fixed price, fixed outcome.
The complete operating system installed across all five pillars: customer experience, hiring & people, financials, technology & AI, growth & succession. Scoped to firm size, complexity, and pace.
| Diagnostic & Roadmap | Module Bundle | Full Operating System | |
|---|---|---|---|
| Investment | $4,500 fixed | $36,000 for 3 modules | $15K to $30K per month |
| Timeline | 2 weeks | 8 to 12 weeks | 6 to 9 months |
| Scope | Assessment plus 90-day plan | 3 modules, fixed scope | All 10 modules plus platform |
| Best fit | Firms wanting clarity before committing | Firms with a specific bottleneck or three | Firms rebuilding the practice end to end |
| Outcome model | Roadmap delivered | Outcomes agreed upfront | Outcomes agreed upfront |
| Pinnacle Hub access | — | During engagement | Throughout engagement |
The diagnostic and module bundle are productized: defined scope, defined deliverables, fixed timeline. We can quote them confidently. The full operating system is engagement-scoped, sized to your firm's AUM, headcount, complexity, and pace. The published range, $150K to $400K total over 6 to 9 months, covers the vast majority of engagements; we confirm the exact figure after the Tier 1 roadmap.
Yes. If you advance to Tier 2 or Tier 3 within 90 days of the roadmap delivery, the full $4,500 is credited against your first invoice. The roadmap stands on its own as a deliverable, so there is no downside if you do not advance.
Before implementation begins, we agree in writing on the specific outcomes we are building toward. Hours reclaimed per week. Onboarding time reduced. Margin lift. Time-to-hire compressed. We do not guarantee outcomes, but we do not take on engagements we cannot win. If we cannot align on outcomes during scoping, we do not begin.
Yes. Single modules are available at $12,000 each. The bundle at $36,000 for any three is the most efficient entry point for firms with multiple bottlenecks; most firms find they need at least three modules to reach their target outcomes.
It means the engagement is scoped to your firm before we sign. Number of advisors, AUM tier, geography, current tech stack, succession horizon, all shape the monthly figure. Within the $15K to $30K monthly band, we land on a number after the Tier 1 roadmap. No surprise change orders during the build.
In select cases, yes. For founders preparing the firm for transaction or succession within 24 months, we can structure a portion of Tier 3 as a profits interest or warrant. We discuss this only after the Tier 1 roadmap, and only when the strategic fit warrants it.
Firms under $75M AUM, firms with no operations capacity at all, and firms looking for a one-time consulting report rather than an installed operating system. We are honest about fit before quoting.
Five minutes. Instant health score. Identify the top three time drains in your practice. No card. No commitment.