Inflection Point Diagnostic
The Inflection Point Diagnostic
The Inflection Point Diagnostic
A rapid assessment to restore clarity, control, and direction.
Designed for businesses experiencing:
Margin erosion
Cash pressure
Operational complexity
Leadership misalignment
Duration: 2–3 weeks
Includes leadership interviews, data review, and working sessions.
Deliverables:
Clear diagnosis
Prioritized execution plan
Decision-ready clarity
Investment: $2,500–$5,000
PACKAGE STRUCTURE OVERVIEW
Each step answers a different leadership question:
What’s actually broken? Can we fix it fast? Who owns this long-term?
Inflection Point Diagnostic
(Already Defined — Anchor Offer)
Purpose
Restore clarity by separating signal from noise.
Duration: 2–3 weeks
Investment: $2,500 – $5,000
(Credited toward execution engagement if extended)
Focus Areas
Economics & cash reality
Operating model breakdowns
Leadership decision flow
Priority trade-offs
Deliverables:
Clear diagnosis of root causes
60–90 day execution roadmap
Decision-ready clarity for CEO and board
​Stabilization & Execution Engagement
(Hands-On Control Restoration)
Purpose
Move from insight to action by stabilizing the business and restoring operating control.
This engagement is for leadership teams who already know something is wrong and need experienced execution—not more analysis.
Duration: 60–90 days (extendable if needed)
Core Execution Areas
Financial Stabilization
Cash flow control and forecasting
Margin recovery initiatives
Cost and labor discipline
Economic trade-off decisions
Operating Discipline
Execution cadence (weekly / monthly rhythms)
Clear ownership and accountability
KPI reset (what actually matters)
Bottleneck removal across ops, finance, GTM
Investment (Positioning Guidance)
-
$12,000 – $20,000 per month, depending on scope and intensity
-
Typically 2–3 months
Typical Triggers
Cash or margin pressure requiring immediate correction
Operational complexity slowing decision-making
Leadership bandwidth stretched too thin
Board pressure for visible progress within 90 days
How We Engage
We embed alongside leadership as a fractional COO / CFO / operating partner, depending on where control is breaking down. This is not advisory-only work.
Leadership Support
Decision prioritization
CEO / board alignment
Clear “stop / start / continue” guidance
Pressure-tested execution plans
Deliverables
Stabilized cash and margin trajectory
Operating cadence leadership can run
Clear ownership and decision flow
Reduced chaos and faster execution
TRANSITION TO PERMANENT LEADERSHIP
TRANSITION TO PERMANENT LEADERSHIP
Purpose
Ensure stability holds after intervention by placing the right permanent leadership—not just filling a role.
Investment (Positioning Guidance)
-
Project-based or monthly advisory during hiring window
-
Priced based on scope and duration
(Exact pricing handled case-by-case.)
How We Support
Role Definition
Clarify what the business actually needs vs the job title
Define success metrics for the role
Prevent over-hiring or misalignment
Candidate Evaluation
Participate in senior candidate interviews
Pressure-test operators vs resume builders
Assess execution capability under ambiguity
This engagement is for companies that:
Need a full-time CFO, COO, or senior operator
Have been burned by poor hires before
Want continuity from diagnosis → execution → ownership
When This Is Used
Post-stabilization
Pre-scale or pre-exit
Pre-scale or pre-exit
Transition & Handoff
Onboard new leader into stabilized operating model
Transfer context, decisions, and systems
Reduce risk of regression
Deliverables
Clear leadership role definition
Hiring confidence for CEO and board
Smooth transition without loss of control
Reduced risk of another reset
