The core offer

The $250K Audit for Omaha businesses

Twelve levers. One quantified map showing where profit, cash, operational capacity, and enterprise value are hiding in your company. See what each opportunity is worth in dollars.

Terms

Initial investment$2,500
Levers examined12
Credited to engagement100%
Credit window30 days
GuaranteeThe deliverable
How it works

Qualify. Audit. Decide.

Step 01 · No charge

Qualify

A short call about your company, your numbers, and what you want the business to be worth. Our bar for taking the engagement is a credible path to $250,000 in combined profit and enterprise value opportunity. If we can’t see it, we won’t take your money, and we’ll tell you why.

Step 02 · $2,500

Audit

We work through your books, statements, and operations against all twelve levers grouped into profit, cash and operations, and enterprise value. Each opportunity gets sized in dollars and sequenced by impact and effort.

Step 03 · Yours to keep

Decide

A working session where we walk the map together: what’s on the table, what to do first, and what we’d recommend as an engagement. Sign within 30 days and the $2,500 is credited in full. Don’t sign, and the map is still yours.

The framework

Twelve levers of profit and value.

The same three outcomes shown in the $250K Audit overview, expanded into the specific financial questions we quantify.

01

Profit

Increase the earnings produced by the revenue you already have.

01

Pricing

Measure what price changes, discount discipline, and service packaging are worth.

02

Gross margin

Find margin leakage across direct costs, vendors, materials, and delivery.

03

Labor efficiency

Compare payroll and productive capacity to the revenue each team produces.

04

Overhead

Separate necessary infrastructure from expenses that no longer earn their keep.

02

Cash & operations

Convert reported profit into cash and create room to grow.

05

Customer mix

Identify the customers, contracts, and revenue streams that create or consume cash.

06

Cash cycle

Quantify improvements in receivables, inventory, payables, and working capital.

07

Capacity

Find the operational constraint limiting revenue, throughput, or service quality.

08

Reporting

Build timely reporting and forecasts that allow decisions before the month is over.

03

Enterprise value

Make the company more predictable, transferable, and valuable to a buyer.

09

Forecasting

Replace reactive decisions with a credible forward view of revenue, cash, and profit.

10

Risk

Expose customer concentration, key-person dependence, controls, and financial fragility.

11

Transferability

Reduce the degree to which performance depends on the owner being in every decision.

12

Valuation

Connect adjusted earnings and business quality to a defensible enterprise-value range.

The guarantee

We guarantee the deliverable.

Every $250K Audit ends with a quantified map: twelve levers, each opportunity sized in dollars, sequenced by impact and effort, with a clear next step. If the deliverable doesn’t meet that standard, the $250K Audit is free.

And because we qualify before we charge, you’ll know whether the opportunity justifies the engagement before you spend anything at all.

In plain terms

Qualified firstFree call
Our bar to engage$250,000 opportunity
The deliverable12 levers, in dollars
If it falls shortIt’s free
Fit

Built for owner-led companies.

A fit if

You run a $1M to $40M company, you make the decisions, and you want profit and enterprise value treated as someone’s job. You’re willing to open the books and act on what they say.

Not a fit if

You’re pre-revenue, you need audit or tax work, or you’re looking for a one-off report to sit in a drawer. We qualify every company first, and we say no when it’s not there.

Questions

$250K Audit FAQ

What is the $250K Audit?

The $250K Audit is a management-level assessment of profit, cash, systems, and valuation levers, built to identify and prioritize measurable opportunities.

What does it cost?

$2,500. Sign a 12-month engagement within 30 days and the full amount is credited toward it.

What do you need from us?

Read access to your accounting file, recent financial statements, and a working session with the CEO. We handle the rest.

What if we don’t sign an engagement?

You keep the map. Every lever, sized and sequenced, is yours to act on with or without us.

Why do you qualify companies first?

Because the $250K Audit is only worth buying when the opportunity is real. Our bar for taking the engagement is a credible path to $250,000 in combined profit and enterprise value opportunity. If we can’t see it on the qualification call, we’ll say so and you’ll have spent nothing.

Find out what a CFO would go after.

Start with the qualification call. It costs nothing, and it’s where we earn the right to charge you.