The Lift & Exit System
One engine. Two lifts. A loop that doesn’t close.
The Dual-Lift System ~ you work one lane, your client works the other. One upload, lifted from both sides ~ a live valuation you re-run every time the number changes.
Step 1
Data In
Connect the financials once. P&L, the books, the real numbers.
Step 2
Advisor Lift
Your strategy lane: a sourced growth plan and a task list you customize per client. Assign it, track it, defend the retainer on it.
Step 3
Owner Lift
Your client’s execution lane: their moves, their progress, their score climbing quarter over quarter. The valuation is live ~ every completed task, price move, and new whitespace re-scores the business.
Start at $299/month
$299/month per advisor ~ 2 clients and 10 lead claims included, $99/month per extra client ~ cancel anytime