Charlotte, NC 28277

704-729-4870

9am - 6pm EST

Where Experience Meets AI For Small Business

Pricing

We tailor every engagement to the business owner’s goals, timeline, and current state of operations. These prices are rough estimates to help you understand where our services typically fall.

Missed Call Text Back

Monthly

Setup $500

Monthly Cost $999

  • Small Business 1 Line 1 MCTB Agent

  • Instant missed call text back

  • AI replies to customer questions

  • Appointment booking

  • Notifications sent straight to you

  • Conversation transcripts

Monthly Contract

AI Receptionist

Monthly

Setup $900

Monthly Cost $1499

  • AI Agent for one phone number

  • Full AI front desk

  • Call triage & lead qualification

  • FAQ answering

  • Intelligent follow ups

  • Custom scripts & training Support

Monthly Contract

Budget Builder

Pay As You go

Setup $200

Retainer Weekly $100

  • Small Business early stage of business

  • Help with Foundation

  • Access our Proven Playbook

  • Hiring Fist Employees

  • How to Guide & Much More

3 Month Contract the Monthly

Lead From Within

We train your Leaders to train

Setup $1000

Training Cost $3000

  • Build strong camaraderie

  • Reduces drama, conflict

  • Increases Accountability & Communication

  • Reduces Owner Dependency Immediately

  • Training up to 10 & Much More

Month to Month Contract

The Start Up

Start your business the right way with an Exeq advisor.

Setup $1500

Retainer Monthly $1000

  • Help Forming LLC

  • Guidance on Software

  • Social Media Presence

  • Hiring Fist Employees

  • Much More

3 Month Contract the Monthly

Help Desk Pro

Get excellent advice with on demand service from Exeq.

Setup $1000

Retainer Monthly $1500

  • 911 help to solve an issue

  • Employee Seperation

  • Website Buildout

  • Help With Contracts

  • Much More

Month to Month Contract

Exit Ready

Ready to start next chapter? Or take a true vacation?

Setup $2500

Monthly Retainer $5000

  • Transform your business

  • Reduce Owner Dependency

  • Organize Your Books

  • 2nd Set of Eyes

  • Increase "Curb Appeal"

6 months then month to month

Click Below to Call Us and Get Started Today

Services

Our 6 Month Vacation Ready Process

Everything we do is designed to raise your company’s value, strengthen operations, and position you for a smoother, more profitable future.

Value Growth Blueprint

For owners who want to run smoother, scale smarter, and be ready when opportunity knocks.

We Put Into Place-

-Operational and financial improvement plan

-System & process documentation

-Team structure optimization

-Ongoing strategy guidance

Outcome: A business that runs efficiently and grows profitably with or without you.

AI Automation

For Owners who in need help with repetitive tasks.

We integrate AI tools and an AI Employee directly into your existing business systems to handle tasks like missed call text-back, scheduling, customer follow-up, lead nurturing, and quoting. Freeing you and your team to focus on real work

Outcome: You get more done without adding payroll. Systems that work while you don’t.

Business Value & Exit Readiness Assessment

We start with where you are now. We review your financials, operations, customer mix, and owner-dependency to estimate a realistic value range and how “sellable” the business is today.

You’ll walk away with a clear picture of:
– Our Value of the business
– Factors that led us to this Value
– The 3–5 biggest changes that will move the needle
– Realistic timeline on Readiness

Outcome: Clear direction and immediate action steps to improve value.

Financial Cleanup & Normalization

Buyers hate messy books. We help you clean

up P&Ls, separate personal vs business

expenses and organize your numbers in a way

banks, buyers, and accountants actually understand. Don't worry most all small business have crossover from personal to business.

Normalization will show how your financials would look under new ownership. Without your one off quirks or one time charges.

The goal: financials that are clean, credible, and easy to review.

Systems, SOPs & Process Mapping

Having the correct systems and processes in place will create efficiency. We turn “it’s all in my head” into documented, repeatable actions. As there is much value in your head.

Having the correct systems and processes in place will create efficiency. We turn “it’s all in my head” into documented, repeatable actions. As there is much value in your head.

A good SOP (Standard Operating Procedure) includes:

Purpose: why this process exists

When it happens: what triggers it

Who’s responsible: job title, not a name

Steps: plain language, not corporate jargon

Tools needed: software, forms, templates, or checklists
Organized: So a new owner or GM can step in without chaos

Mapping will allow us to see each key part of your operation. Sales, service delivery, admin, customer follow-up, billing, etc.

Owner-Dependency & Leadership Shift

Owner dependency is the hardest challenge most small business face.
The company’s success is built on your decisions, relationships, and hard work, which naturally makes it difficult to step back. Over time, that dependency becomes a risk as the business can’t fully operate or grow without you, and its value depends on your presence.

If the business falls apart when you leave town for a week, that’s a problem. For you and any buyer.

We identify where you’re too involved and help shift responsibility to your team, put in better reporting, and build a structure that doesn’t revolve around you.

The goal: Less owner involvement= better value and a better work life.

Training

Lead From Within

This is the only training package we offer as it rolls into owner dependency. Plus when you see the value and transformation it offers to your team you will understand why. Employee drama, personal baggage, and office politics will drain a business faster than any bad customer ever will. Every owner knows it. Most pretend it’s just part of the job. But its not. It’s a leadership problem, not a people problem.

Your Lead From Within or Leaders Developing Leaders (LDL) program is built to fix this from the inside out.

The goal is simple:
Create a culture where your team respects each other, communicates clearly, and solves problems before they hit your desk.

Here’s how LDL works:

We guide the process, your people own it.
You’re not creating another top down initiative that feels forced. Your employees run the program themselves, which builds real buy in.

LDL builds camaraderie in the office and the field.
When people understand each other strengths, weaknesses, working styles. They stop fighting and start performing.

We stay with your team through the whole implementation.
No “set it and forget it” playbook. We’re there coaching, adjusting, and making sure the culture shift sticks.

The program eliminates the blame game.
Employees stop pointing fingers and start taking ownership. That alone changes everything.

It creates future leaders without you having to push them.
The quiet ones step up. The strong ones get stronger. Your leadership bench grows without you forcing it.

The Result:
A team that works together, respects each other, and handles 90% of the daily fires without dragging you into it.

This is the culture upgrade every owner wishes they had and this program delivers it.

How We Work Together

1. Exit-Ready Assessment

A deep dive into your current business value, risk points, and top priorities. Ideal if you want clarity and a game plan.

2. Implementation Project

We roll up our sleeves and help you execute: financial cleanup, SOPs, systems, and packaging. Scope based on your size and goals.

3. Ongoing Advisory

Monthly support to keep you on track, refine systems, and continue increasing value over time.

4. Custom Engagement

For owners who want flexible support. We do as little or as much as needed — from small fixes to full-scale improvements. You set the priorities, we handle the execution. Ideal if your business doesn’t fit neatly into a package.

***4 is the most common way we do business

We’ll talk about where your business is today, and you’ll know in 15–20 minutes if we’re a fit. Click button above and we will contact you when you request.

Frequent Questions

Do I have to be ready to sell right now?

No. Many of our clients have no set exit date. They just want their business cleaner, more profitable, and less dependent on them—and they like knowing it’s sellable if life changes.

What size business do you work with?

We typically work with companies doing $500K–$10M+ in annual revenue. If you’re close to that range and serious about improving, we can talk.

Will you find me a buyer?

We’re not a business broker. Our role is to get your business in shape so when you do talk to buyers, lenders, or advisors, you’re ready—and your numbers and operations hold up.

How long does this take?

It depends on how organized things are today and how aggressive your timeline is. Most engagement work happens over a few months, not a few days.agraph Font

2026 All Rights Reserved EXEQ