The 75x Engagement Process

Five Steps to Transformative Scale

Every engagement follows the same proven sequence — from a no-pressure discovery call to a fully embedded operator partnership. Here's exactly what working with Aaron looks like, step by step.

5–6

Active clients max

26+

Years of operator experience

75x

Proven growth multiple

Day 1

Onsite strategy day included

Step 01

Complimentary Strategy Call

Clarity Before Commitment

60–90 minutes

A focused discovery session to see if we're the right fit. We ask the hard questions — what do you have, what do you need, what do you want? No pitch, no deck, no sales pressure. Just an honest conversation about where your business is and where you want it to go.

Outcome

Mutual clarity on fit, goals, and the right engagement model for your stage.

What Happens

Aaron reviews your business model, revenue stage, and current team structure

We identify your top 3 operational bottlenecks and leadership gaps

We discuss your exit timeline — whether it's 2 years or 10 years away

You leave with at least one actionable insight, regardless of whether we work together

Best For

Any founder or operator who's hit a ceiling and wants an honest outside perspective.

Then

Step 02

Strategy Day Onsite

Deep Dive. Real Diagnosis.

Full day (8–10 hours)

Aaron comes to you. A full-day intensive where we go inside your business — not just above it. We map your org chart, interview key team members, review your financials, and surface the real bottlenecks. By end of day, you have a 90-day execution roadmap built around your specific situation.

Outcome

A clear, written 90-day execution plan with priorities ranked and owners assigned.

What Happens

Morning: Business audit — financials, org structure, key processes, client relationships

Midday: Leadership gap assessment — who's a single point of failure, who's ready to grow

Afternoon: Systems mapping — where are the bottlenecks, what breaks when you're not there

Evening: 90-day roadmap — specific priorities, owners, and measurable milestones

Best For

Clients who are serious about change and ready to invest a full day in getting clarity.

Then

Step 03

Choose Your Engagement Model

Structure Built Around Your Stage

Ongoing (6-month minimum)

We don't believe in one-size-fits-all consulting. After the Strategy Day, we structure the engagement around your specific goals, stage, and budget. Flat retainer, revenue share, or hybrid — the model is built to align our incentives with your outcomes. We cap at 5–6 active clients so you always get real access.

Outcome

A signed engagement agreement with clear deliverables, cadence, and success metrics.

What Happens

Advisory ($5K/mo): 2 strategy sessions/month, frameworks access, async support

Fractional ($7.5K/mo): 4 sessions/month, fractional C-suite support, quarterly onsite

Scale ($10K/mo): Full operator partnership, weekly touchpoints, exit strategy included

Revenue Share Option: Reduced retainer + 2–3% on incremental revenue above prior year baseline

Best For

Founders ready to commit to a structured, accountability-driven growth partnership.

Then

Step 04

Build the People Systems

Execution, Not Theory

Months 1–4

This is where the real work happens. We implement the structures: hiring frameworks, leadership development programs, client systems, KPI dashboards, and the 'parking lot' methodology that keeps your team executing between sessions. We work inside your business, not just above it.

Outcome

A business that can execute its priorities without you in every room.

What Happens

Hiring scorecard and interview framework built for your specific roles

Leadership ladder defined — what it takes to move from IC to team lead to director

Weekly 'parking lot' review cadence installed — open items, owners, deadlines

KPI dashboard built around your 5 most important leading indicators

Client relationship map — separating business relationships from personal ones

Best For

Operators who are tired of being the bottleneck and ready to build systems that scale.

Then

Step 05

Run It Like You'll Sell It

Building Long-Term, Transferable Value

Months 4–ongoing

Whether your exit is 2 years or 10 years away, we build the business to be attractive, transferable, and valuable — so when the right offer comes, you're ready. This phase is about documentation, clean records, and building the kind of business a sophisticated buyer would pay a premium for.

Outcome

A business that's worth more, runs better, and is ready to transact on your terms.

What Happens

Process documentation: every critical workflow written, tested, and transferable

Financial hygiene: clean records, organized cap table, documented revenue drivers

Exit positioning: understanding your multiple, your buyer profile, and your timeline

Valuation drivers: identifying and building the 3–5 things that move your multiple

Succession planning: ensuring the business can run — and grow — without you

Best For

Any founder who wants to build something worth selling — even if they never plan to sell.

Ready to Start?

Step One Is Free. Book the Call.

The first step costs you nothing but an hour of honest conversation. Aaron will tell you exactly where you are, where you could be, and whether we're the right fit to get you there.

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