How we work

30 minutes. No charge.

01. The Consultation Call

This is a conversation, not a sales call. We want to understand what you have built, what it costs you personally to keep running it, and where you actually want to take it.

We are listening for a few things: whether the business is at a size where our work pays for itself, whether you are ready to hand over real decisions, and whether the problem in front of you is one we are genuinely the right firm to solve.

We also scan the financial infrastructure you are running on today. Valoré oversees putting the right accounting and financial systems in place, so on this call we look at how your books are kept, how cash flow is tracked, whether there is a real budget, and whether anyone is forecasting past the next 30 days.

We are also scanning profit margins across your services. If you do not know those numbers yet, that is okay. Most owners at this stage do not, and helping you see them clearly is part of the work.

If it is not a fit, we will tell you on the call and point you somewhere better. If it is, we will invite you to book The Diagnostic.

What we cover

• Where the business is today, in your words
• Your current accounting setup, and who is keeping the books
• How cash flow, budgeting, and forecasting are handled now
• Profit margins across your services, known or not
• What the business can already do without you, and where it still cannot
• What you want the business to be worth, and to whom, in three years
• Whether Valoré is the right next step

60 minutes. 950 dollars. Serves as a deposit toward any future work together.

02. The Diagnostic

The Diagnostic is a working session, not an interview. We open a worksheet, share the screen, and build the real picture of your business together while you watch. You leave with the completed diagnosis printed and in hand.

No homework beforehand. No data room to assemble. Bring what you know and we will pull the rest out live.

By the end of the hour you will have a measured read on where the profit is leaking, where the capacity is trapped, and which of the two roads in front of you is the one you actually want.

What we measure on the call

• Top service sales and where revenue actually concentrates
• Labor efficiency ratio across revenue producing roles, including yours, against a 3x benchmark
• Sales funnel conversion
• Monthly expense load
• Owner compensation, stated honestly
• Whether a membership or recurring model belongs in this business

The Diagnostic is by invitation. If we decide we are a fit on the consultation call, we will invite you to book one.

12 weeks

We rebuild your business model for profitability.

You are not the one doing this. The work is done by your team of CFOs. Your job is one sign off per week, and the rest of your time stays yours. That is the whole ask on your end.

Over 12 weeks we take your business apart and put it back together as something that makes money on purpose instead of by accident.

We rebuild the pricing around the transformation you deliver rather than the individual transaction. We fix the service mix so the profitable work gets the capacity and the unprofitable work gets cut or repriced. We build the compensation architecture, the scheduling and capacity model, the inventory logic, and the weekly scorecard that tells you the truth in five minutes every Monday.

You are not assembling spreadsheets. You are not learning accounting. You approve decisions, once a week, and we build.

How the 12 weeks run

• Weeks 0 to 7: Clarity and baseline. Onboarding, baseline architecture, budget and owner's salary, unit economics by service, labor efficiency, inventory, funnel and ideal client profile, then scorecards and the full financial model.
• Weeks 8 to 10: Direction. We put the real options on the table with scenarios attached, and you choose the path.
• Weeks 11 to 12: Rollout. The plan goes live in the business, with your team, with us in the room.

The rules of the engagement

• Every week is gated. We do not advance until the work of the prior week is genuinely done.
• One weekly sign off from you. Under an hour. You make the calls, we do the building.
• Your team of CFOs does the building.
• You get every model, template, and scorecard we build. They are yours.

Investment is discussed at the close of The Diagnostic, with your deposit applied.

After

You end up with a financial operating system. Then you choose.

What we install is a financial operating system: a model, a scorecard, a pricing architecture, and a weekly rhythm that keeps the business optimized for profit. At the end of 12 weeks, it is fully built and fully yours.

From there you can run it on your own. Many owners do, and we build it so that is a real option and not a bluff.

In most cases, owners ask us to stay. We step in as your ongoing CFO and use the system to scale the business: new service suites priced for profit, membership and recurring revenue, additional locations, and the reporting a buyer or a bank would want to see.

Investment discussed at the close of your 12 weeks.