Yes. I work in your language: utilization, WIP, profit per principal, project pursuits, succession. Over 35 years I have coached more than 886 business owners (architects, engineers, builders and contractors included) who created more than 15,000 jobs and $11 billion in revenue. I am an Accredited Value Guide.

An M&A advisor runs the deal when you are ready to sell. I do the work in the years before that, so the firm is worth more and runs without you. Many owners work with me first, then bring in an M&A advisor near a transaction. Most start 2 to 5 years ahead, because that is how long it takes for the changes to show up in the price.

Three time frames. Within 30 days you have your Value Builder Score and a written list of the drivers costing you the most. The Business Growth Mastermind runs 10 weeks. Most firms see the first margin and owner hours changes inside 6 months. Valuation gains take 12 to 24 months to show up in what a buyer will pay. The sign owners remember is the first real day off where nothing breaks.

One 32 person multi discipline firm cut principal billable time from 92 percent to 64 percent, lifted discipline level gross margins by 5 points, and moved its Value Builder Score from 49 to 61. The principals stopped being the production capacity and started being the leverage.

Both. I coach over Zoom and in person. I am based in Bryn Mawr, Pennsylvania, and work across the Philadelphia region and throughout the USA and Canada. Every session ends with a written recap and named action items.

The assessments are free. From there, two doors. If you want your Value Builder Score read and ranked, the Business Efficiency Assessment is $495: a 60 minute debrief and a written report. If you want your leaks priced and a plan to fix them, the Firm Health Snapshot is $1,500: a 60 minute working session that gives you a gap map, your two biggest leaks priced in dollars, and a ninety day plan, fully credited toward coaching booked within thirty days. The Scalability Finder Session is $875 and the Business Growth Mastermind runs ten weeks at $1,485. Coaching programs are scoped and priced on the Discovery Call.

Three kinds of owner. If your firm is under $1 million and still finding its footing, you need clients more than a value plan. If a sale closes in the next ninety days, we are too late to change the number and I will say so. And if you truly do not want to let go of anything, no method fixes that, and I would rather tell you than take the check.