
Charlotte, NC 28277
704-729-4870
9am - 6pm EST

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
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
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
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
Setup $1500
Retainer Monthly $1000
Help Forming LLC
Guidance on Software
Social Media Presence
Hiring Fist Employees
Much More
3 Month Contract the Monthly
Setup $1000
Retainer Monthly $1500
911 help to solve an issue
Employee Seperation
Website Buildout
Help With Contracts
Much More
Month to Month Contract
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

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.
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.
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 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.
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.
A deep dive into your current business value, risk points, and top priorities. Ideal if you want clarity and a game plan.
We roll up our sleeves and help you execute: financial cleanup, SOPs, systems, and packaging. Scope based on your size and goals.
Monthly support to keep you on track, refine systems, and continue increasing value over time.
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
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
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