You’ve Built the Business. Now Let’s Make It Optional.
Summit turns your company into a self-sustaining asset:
One that scales, runs, or sells without you.
Step back with confidence, or scale further without adding more to your plate.
Summit turns your company into a self-sustaining asset:
One that scales, runs, or sells without you.
Step back with confidence, or scale further without adding more to your plate.
You’ve grown.
You’ve stabilized.
But you're still the glue.
Revenue’s strong. The team’s solid. But if you step away, progress slows—or stops.
Summit fixes that.
We’ll free your time, raise your valuation, and open real options—scale, step back, or sell.
The Summit Framework
Summit moves in three stages: first we stabilize what you have, then we systemize operations, and finally we prepare you to scale—or sell.
Stabilize
Clarify roles and reporting so nothing falls through the cracks.
Reveal where profit’s hiding (or leaking) and plug the gaps.
Build a foundation strong enough to scale or sell.
Systemize
Make delivery and sales run smoothly without you in the room.
Replace chaos with SOPs, dashboards, and predictable performance.
Protect quality while freeing up your schedule.
Scale or Sell
Choose your next path: scale, step back, or exit—on your terms.
Build an “exit-ready” operation that fits your goals, not someone else’s.
Capture valuation lift and peace of mind knowing the business runs itself.
Summit is a fit for you if...
You’ve built a profitable, proven business—but it still leans on you.
You want more freedom, not more hours,
You’re exploring scale, succession, or sale in the next 1–3 years.
You’re ready to treat your business like an asset, not a job.
Not a fit if...
You’re still chasing product-market fit (start at Basecamp).
Your delivery isn’t consistent yet (start at Ridgeline).
You’re seeking quick fixes instead of lasting change.
Your Investment
Summit isn’t just coaching — it’s a selective engagement for owners ready to step back, scale, or prepare for exit. Because of the depth and trust required, I only work with a handful of Summit clients each year.
Most engagements range $15K–$50K over 4–6 months, depending on scope and support (flat retainer, phased project, or performance-based structures for exit prep).
Every Summit engagement includes:
A dedicated 1:1 strategy roadmap
Access to vetted partners (M&A, tax, legal, wealth)
Confidentiality and NDAs baked in
Asynchronous support between sessions so progress never stalls
Summit isn’t for everyone—and that’s the point. If you’re serious about building a business that works without you, this is where it happens.
Summit Is Where Freedom Happens
Whether your next move is scale, sale, or simply breathing room,
Summit is where your business finally runs without you.
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