The Ladder
Start free. Climb only when the last step already paid for itself.
Every rung is built from the same engine we use in private client work. Each step is designed to build on the last, so nothing you start is ever wasted.
Nothing you start is wasted
The handshake was $14M. The wire was $9.8M.
A true pattern, we've watched it more than once. That cut has a name: a retrade, the price drop after the handshake, once the buyer's team starts finding things. It happens to about 1 in 3 owners who didn't prep. Every rung below exists so it never happens to you.
Step 0 · The demonstration
The Gap Table™
Five buyers. One business. Five completely different prices. See the game before it's played on you.
Everything below:
$0
What you get
Five Buyers, One Business, the worked exampleThe full sample gap table on real-world numbers: seven line items read across five buyer types. Not a real company. Real math.
web + PDF
The Five-Lane SpreadThe same profit, priced buyer by buyer. The top and bottom prices sit millions apart, and you'll see why.
included
The Starter Board templateThe board from the Forbes piece, blank, for YOUR business: your line items, five buyer columns, starter instructions, and the honest note about which cells you won't be able to score yet.
printable
The Ten Questions self-checkGrouped by the three moments every deal tests you: before the offer, when they check your books, and at the decision. Find your weak spot and read your profile. Takes two minutes.
2 minutes
The "Obvious Rows" BriefWhy the risks you already know aren't the point, and the column view that is.
included
The Off-Market LetterShort reads on what buyers pay and why. No pitch calendar. Leave whenever.
ongoing
No listing. No sales call. No one will contact you about selling.
Send me the Gap Table, free 
Step 1 · Your market
Sector Pulse™
Who's buying in your trade, your region, right now, the live picture generic tables can't show.
Stack value: $1,823
$297
Every dollar credits to the Kit
The stack
The Market BoardEvery deal in your trade and region over the last 12 months: who sold, who bought, and which of the five buyer types did it.
$297 value
The Circling ListPlatforms active next door that haven't bought in your area yet, the buyers you'll hear from next.
$147 value
Hot or Cold, Lane by LaneAll five buyer types rated hot / warm / cold for a business like yours, and why.
$147 value
The So-What PageThe 2-3 lanes worth watching, and the one thing that most moves your read in each.
$97 value
The Buyer Index for your CPAThe who's-who card: every named platform and backer hunting in your region. Hand it to your advisors; you'll both know who's calling.
$97 value
The Letter DecoderThe five kinds of buyer letters and calls, what each one really means, and what never to say back.
$147 value
The next three editions, includedYou're not buying a report, you're buying the year: the October, January, and April refreshes land automatically.
$891 value
Built from the same reference base as our private client work, ~1,000,000 deals (SBA, PitchBook, Tagnifi). Currently covering HVAC & mechanical, Northeast; other trades open by waitlist. The Pulse is quarterly: order now and you get the current board. The next refresh lands in October.
Step 2 · The workhorse
The Gap Table Kit™
You've seen the sample. This builds yours, your lanes, your fix list, your paper, self-run, in a couple of weekends.
14-day guarantee: full refund, keep the templates
Stack value: $2,679
$1,750
Fully credits toward the MRI
The stack
The Buyer's Lens video courseFive modules: how each buyer type actually reads a service business, agreements, tech bench, books, concentration, structure.
$497 value
The Self-Assessment workbookThe structured workbook that builds YOUR gap table, the same schema our engine uses, so it upgrades straight into the MRI.
$397 value
The DIY Fix Index worksheetsScore every possible fix on floor, certainty, and lane, get your ranked list AND your skip list. Math, not checklists.
$397 value
The Paper Pack templatesTech retention framework, service-agreement upgrade checklist, the Lock-It-Down checklist, the documents that nail down what's loose.
$497 value
The After Plan worksheetThe Monday-after design: what the number is actually for. The piece every other program skips.
$197 value
The Lite Band calculatorA self-run price range on your numbers. Not the full 10,000-run picture, that's the MRI, and we say so plainly.
$297 value
Your Sector Pulse credit appliedIf you bought the Pulse, your $297 comes off automatically.
-$297
14-day guarantee: if it isn't useful, full refund, keep the templates. And because the Method is designed to work as one system, your Kit investment applies in full if you ever take the next step.
Step 3 · The machine, self-guided
The Self-Guided MRI™ Coming soon
The full engine on your real numbers, run 10,000+ times per buyer, delivered by software, walked at your own pace.
$7,500-8,500 · expected
Kit dollars credit here too
Join the waitlist from inside the Kit. Kit buyers get first access.
Step 4 · The full workup
The MRI™
The full workup on your real numbers: your floor, your ceiling, and your move, buyer by buyer.
The Blind-Spot Guarantee™: it finds 2× your fee in value you can act on, or you don't pay
$15,000
$15,000, or three payments of $5,500. $25,000 with Ron in the room.
15-20% less via referral partner · Kit credits apply
The stack, $15,000 guided
The Whole RangeYour numbers, run 10,000+ times per buyer. Not one price: the price if things go right, the price if they go wrong, and how likely each one is.
core
Your Gap Table, the real oneEvery line item priced per buyer, in dollars. What to defend, accept, fix, aspire to, and expect.
core
The Fix Index, ranked & dollarizedEvery move with a cost, a return, a timeline, and a rank, including what NOT to fix.
core
The Live RevealA Cordis lead walks you through it: the likely number, then the floor, then the plan. Delivered to you, not self-served.
core
The Leverage PackExposure map, deal-mechanics video modules, the After Plan, Lock-It-Down, yours to keep.
included
$25,000 adds
Ron in the roomRon delivers your reveal personally, the person who has sat on the other side of these tables.
included
The Translation SessionYou tell us what makes your business special. We put it in the buyer's language, the way that moves the number.
included
The Roadmap Working SessionYour fix list sequenced with you: first, next, never.
included
Every MRI includes your first quarter of Standing Watch. Your numbers, re-run and kept current.
We run a fixed number of MRIs each quarter. When the quarter is full, the next one starts the list.
The Blind-Spot Guarantee™: if the work doesn't find at least 2× your fee in value you can act on, you don't pay. On a business your size, that's a low bar, and that's the point.
How the MRI works → Want to talk it through with Ron first? Twenty minutes, you book it, no pitch, no follow-up call.
Book twenty minutes →Beyond the ladder · By invitation
When you decide to move, we take the field with you.
Reserved for owners we know, people who've run the Method and done the work. That's not gatekeeping for show: knowing the business and the owner first is why our processes run clean.
Standing Watch™Your numbers, kept current: a quarterly re-run, your refreshed market note, and the watch flags. Your first quarter is included with every MRI; after that it's a simple membership.
included with MRI · then membership
Targeted Buy-SearchWe hunt acquisitions for you. Retainer credits against the success fee.
by engagement
The Sale MandateWe run your sale: retainer plus milestones, all credited back against the success fee.
by engagement
Deal-Team RFPWe build, interview, and select your deal team with you, so every advisor at your table earned the seat.
by engagement
Invitation only · Conversations begin inside the ladder