Your revenue is fine. Your margin isn't.
A 3-session diagnostic that finds exactly where your business is leaking profit — and a concrete action plan to fix it. No retainer, no long-term contract.
15 years in corporate finance · 3 sessions to a plan · No commitment required
Revenue isn't the problem. Where it's going is.
Most owners we talk to have a business that looks healthy on paper — steady sales, a full calendar, happy clients — and a bank balance that never quite reflects it. That gap usually isn't one big mistake. It's three or four small, fixable leaks: pricing that hasn't moved in years, a service line that quietly loses money on every job, overhead that grew faster than revenue. We find the specific leaks in your numbers, not a generic industry checklist.
Three sessions. One plan. No guessing.
This is the exact process every client goes through — nothing hidden behind a "custom proposal" until you've already paid for one.
The Numbers Session
We go through your last 12 months of financials line by line — revenue by service or product line, real cost per job, fixed overhead. Most owners have never seen this breakdown laid out this clearly.
A clear map of where your money actually goes.
The Leak Session
We identify the 2-4 specific places profit is escaping — underpriced offers, unprofitable clients, cost creep, capacity you're not charging for.
A ranked list of leaks, each with an estimated dollar impact.
The Plan Session
We turn the diagnosis into a concrete, sequenced action plan — what to change first, what it should do to your margin, and how to track it.
A written action plan you can implement yourself or hand to your team. No obligation to continue working together.
Built for a specific kind of business
Good fit if:
Not a fit if:
What the diagnostic actually finds (illustrative examples)
A 22-person specialty contracting business found that one recurring service line was being quoted below true cost on every job. Adjusting pricing on that line alone moved gross margin from 11% to 17% within two billing cycles. (Fictional example for illustration purposes.)
A 15-person marketing agency discovered that three long-standing clients accounted for 40% of billed hours but under 20% of profit after real delivery cost. Renegotiating scope on those accounts recovered an estimated $86,000 in annual margin. (Fictional example for illustration purposes.)
A 30-employee logistics coordination firm found overhead had grown 34% over three years while revenue grew 9% — the diagnostic traced it to three specific cost lines, two of which were cut within a month. (Fictional example for illustration purposes.)
Fifteen years reading numbers other people didn't want to look at
Before going independent, the consultant behind Breakeven Advisory spent fifteen years in corporate finance, largely inside businesses that were profitable on the surface and much less so underneath. That experience led to a simple observation: most small business owners aren't bad at business — they're just too close to their own numbers to see the leaks. The three-session methodology used today was built specifically to surface those leaks fast, without a lengthy audit or an open-ended retainer.
To keep every engagement hands-on, a limited number of new diagnostic clients are taken on each quarter. (Illustrative positioning for this portfolio demo — not a real booking constraint.)
What clients say (illustrative examples)
"I knew something was off but couldn't say what. Three sessions later I had a number, a cause, and a plan — not a 40-page report I'd never open."D.K., example client, specialty retail
"No sales pitch for a bigger engagement afterward. Just the diagnosis and the plan, exactly as promised."R.M., example client, professional services firm
"We found $60K a year sitting in one mispriced service line. That paid for the diagnostic about forty times over."T.O., example client, contracting business
See where your margin is leaking
Answer a few quick questions so we can confirm it's a good fit, then pick a time for Session 1.
Frequently asked questions
What does the diagnostic cost?
The three-session diagnostic is a flat fee, confirmed before Session 1 once we've reviewed your pre-qualification answers — no hourly billing surprises and no upsell mid-process.
Is there a long-term contract after the three sessions?
No. You walk away with a written action plan whether or not you continue working together. Ongoing support is available if you want it, but it's never required.
How long does the full process take?
Typically two to three weeks from Session 1 to your finished action plan, depending on how quickly your financial records are available.
What financial information do I need to bring?
The last 12 months of revenue and cost data, in whatever form you already track it — a clean set of books isn't required, and part of Session 1 is simply organizing what you have.
Is this only for businesses that are struggling?
No — most clients have stable or growing revenue and come in specifically because profitability hasn't kept pace. If the business is genuinely pre-revenue or still finding its model, this isn't the right fit yet.