For founders & real estate operators doing $1M–$30M

The Four-Lever Audit.

In 21 days, you'll know the single highest-return move in your business, and have the exact plan to make it. We map your tax, capital, partnerships, and systems, find where money is quietly leaking, and hand you the lever with the most leverage. Then, if you want a second set of eyes on the whole board every month, we stay in the work with you, and you get access to a network of capital, operators, and partners built over a decade across many industries and around the world.

Not ready to book? Take the free 2-minute Four-Lever Scorecard →

Does this sound like you?

Winning on revenue. Leaking underneath.

Your revenue is strong, but your take-home doesn't match it.
You have a tax person, a bookkeeper, maybe a coach, but no one watching the whole board.
You suspect you're overpaying in taxes and can't prove it.
Growth feels busy, not compounding.
You're funding the business in a way that's costing you leverage.
You know the model needs to change but you're too in it to see how.

If three of those landed, the Audit was built for you.

How it works

21 days. One clear answer.

01

Deep Dive

A 90-minute strategy session and a look at your real numbers across all four levers.

02

The Audit

We quantify the leaks: tax left on the table, capital mis-structured, revenue and partnership gaps, operational drag.

03

The Leverage Map

Your single highest-return move, the numbers behind it, and a prioritized 90-day plan.

04

The Walkthrough

We walk the plan together, you leave knowing exactly what to do first, and why.

How to engage

Start with the Audit. Continue as a partnership.

One paid diagnostic to find the leverage. Then an optional monthly partnership to capture it, together. Engagements are limited and by application.

Step One · The Four-Lever Audit

A fixed-scope, fixed-price diagnostic. Yours to keep whether or not we continue. Credited in full toward your first month if you move into a partnership.

Step Two · The Growth Partnership

Ongoing monthly advisory once the Audit shows the path. Three-month minimum so the work can compound, then month-to-month. Cancel anytime after.

Advisory Retainer
$5,000 /mo
the standing second opinion
  • Monthly whole-board strategy session
  • Ongoing access to Chelsea Missick between sessions
  • Quarterly tax and capital check-ins
  • Your Leverage Map kept current as the business moves
  • Priority on time-sensitive decisions
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Fractional Strategist
$12,500 /mo
the whole board, every week
  • Everything in the Growth Partnership
  • Weekly working sessions
  • Embedded across all four levers: tax, capital, partnerships, systems
  • Partner-firm tax strategy and capital reviews included
  • On-call decision support and priority access
  • Warm introductions from the private network as opportunities arise
Apply for Partnership
Who it's for

A deliberately narrow fit.

This is for you if

  • You're a profitable, founder-led company doing $3M to $30M
  • You're in real estate, wellness and longevity, or high-margin brands
  • You're already winning and want to compound it
  • You want one operator who sees the whole board, not five vendors

This is not for you if

  • You're pre-revenue or looking for a coach
  • You want a deck and a disappearing act
  • You're not ready to make a decision in the next 90 days
  • You want the cheapest option, not the highest-leverage one
Before you book

The honest answers.

Is this just another consultant?

No. You start with a fixed-scope, fixed-price Audit and real deliverables. You keep the Leverage Map and the 90-day plan no matter what. If you want ongoing help, the partnership is month-to-month after a short minimum, so we earn it every month rather than locking you in.

How does the monthly partnership work?

After the Audit, most clients keep Chelsea Missick on as their fractional strategist. You choose a tier, we ask for a three-month minimum so the work can actually compound, and after that it's month-to-month, cancel anytime. The Audit fee is credited in full toward your first month.

Why is the Audit paid, not a free call?

Because a paid diagnostic means real work and real findings, built around your actual numbers, not a sales pitch dressed up as a strategy session. And because the fee is credited toward the partnership, it costs you nothing extra if you continue.

What do I actually walk away with?

From the Audit: a quantified map of where money is leaking across all four levers, your single highest-return move with the numbers behind it, and a prioritized 90-day plan. From the partnership: a senior operator in the work with you, keeping the plan moving.

What if it doesn't apply to my business?

The Audit is built entirely around your numbers and your situation. If after the deep dive it isn't a fit, we'll tell you, and there's no obligation to continue into a partnership.

Let's find your lever

In 21 days, stop guessing where the leverage is.

Book a short call. We'll confirm it's a fit, get your Audit scheduled, and map out what an ongoing partnership could look like.