Project Consulting

Grow, Scale and Hold for a Future Transfer

If you're a business owner at a crossroads or facing a growth ceiling, an outside consultant’s perspective could be invaluable. If you've taken your business as far as you can alone, now may be the right time to explore a customized consulting engagement. 

Over the years, we've seen many business owners struggle with shifting from an owner-centric model to a delegated authority structure which supports their next stage of growth. While many are open to outside help, they seek a strong return on investment. We are committed to delivering a robust ROI with our trusted, results-driven approach, backed by our Performance Guarantee.

For those who find the structure of a Value Builder™ or EOS Traction™ engagement too restrictive, we offer a customized limited Scope of Work. This approach identifies, defines, and addresses key business challenges while ensuring our clients maintain full control - reviewing and approving all proposed changes before implementation.

In our experience, most issues which effect Sales, Operations, and Finance stem from unresolved constraints which fall under one of six Prosperity Factors: 

Product - People - Process - Plans - Performance - The Purse

Most consulting engagements include solutions under multiple Prosperity Factors. Multiple problems (symptoms) uncovered during due diligence may be linked to a common core issue or inter-linked with other contributing factors.

The Value of an Outside Consultant

Left unaddressed, minor inconveniences can gradually evolve into major obstacles to success. Leaders and teams who either created or have tolerated these conditions often struggle to recognize the need for change - let alone decide on a new course of action and implement it effectively. This is where an outside consultant brings the greatest value. Equipped with the right training, tools, and expertise, an experienced consultant provides an objective perspective and actionable solutions.

Few owners or senior employees in Main Street and Lower Middle-Market companies are prepared to take on this kind of transformation themselves. Too much is personally at risk, and many are deeply invested in existing commitments, costs, and relationships - making it difficult to initiate necessary changes. A consultant helps navigate these challenges with clarity, purpose, and precision.

Keys to Engagement Success

For a consulting engagement to achieve its intended outcomes, both the consultant and the business owner must be fully committed. The consultant is responsible for conducting due diligence, defining clear objectives, and executing the Scope of Work. Equally important, the owner must champion the project initiatives, securing buy-in from the management team to drive real, lasting change. This structured approach ensures clarity, accountability, and momentum toward meaningful business improvements.

Project Duration & Fees

Project timelines, which are based on the Scope of Work, typically ranging from 50 to 250 hours over 2 to 10 weeks. Additional expenses, including travel, lodging, per diem, and other ancillary costs, are billed separately.

Payment Structure

A $2,500 retainer plus the first day's travel, lodging, and per diem expense is due before the project begins. The remaining balance is invoiced and payment collected at the end of each week. In Western Washington, auto travel is charged at $.70 per mile round trip from Gig Harbor, WA plus 40% of the hourly fee rate, unless otherwise agreed under the project Scope of Work.

Performance Guarantee: Project deliverables will be completed within 110% of the hours described in the Scope of Work AND Owner Earnings will increase by at least twice the engagement fees over the next 12 months.

Please use the Contact Us form at the bottom of this page to start your confidential conversation regarding a Project Consulting Engagement.