Tier III · $2,500 / month · Embedded Integrator

Capital-ready and exit-ready, every quarter, on purpose.

The full operating system on top of the Ownable Books foundation. We run the Financial, Profit, Value, and Workforce engines, certify your OWNABLE Score quarterly, and keep a direct line into the Bootstrapper Capital network and the Five Exits framework — so capital and exit are a posture, not a panic project.

A steady hand resting on the spokes of an antique brass ship's helm on a polished teak deck.

Always capital-ready. Always exit-ready.

Start with a 25-minute diagnostic. No pitch.

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The outcome we underwrite

A business that's bankable, buyable, and not dependent on you.

4

Engines installed

Financial, Profit, Value, Workforce.

100

OWNABLE Score ceiling

TDV-based. Lender + buyer recognized.

5

Exit paths mapped

Annual Five Exits framework audit.

The four engines

Each instrumented. Each owned. Each reviewed quarterly.

  • Financial Engine

    Trailing-twelve revenue, cash conversion days, owner take, debt service coverage, gross margin trend. The metrics that decide whether a lender or buyer takes the meeting.

  • Profit Engine

    Acquire, activate, ascend. The documented system that brings in and keeps profitable revenue without the owner personally running every deal.

  • Value Engine

    Throughput delivery. What you sold actually ships — profitably, on time, without the owner in the work.

  • Workforce Engine

    People running ProfitFlows, not people running the owner. Hiring, onboarding, accountability, and replaceability built in.

What's included

Everything in Tier II, plus the Integrator and the network.

  • Everything in Tier II (ProfitFlow + Tier I bookkeeping)

    The full operational layer underneath, included in the price.

  • Embedded ILTEM-credentialed OWNABLE Integrator

    Dedicated to your business. Not a pool resource. Not a CSM with a quota.

  • All four engines installed in 12 months

    Financial, Profit, Value, Workforce — each instrumented, each owned by a named person, each reviewed quarterly.

  • OWNABLE Score tracking quarterly

    The TDV metric (Transferable, Durable, Valuable) recognized by lenders, buyers, and our capital network.

  • Direct intro to Bootstrapper Capital + SBA network

    When your numbers say you're ready, we walk you in. No pitch deck roulette.

  • Five Exits framework audit annually

    Which exit path actually fits you. Updated every year as the business and your life change.

  • Quarterly board-style review

    Documented action items, owner accountability, written meeting minutes. The cadence acquirers and lenders look for.

  • AI Stack governance

    The same OWNABLE AI Stack we deploy in AI Readiness projects, embedded into your monthly cadence with oversight.

First 12 months

A documented path from owner-bound to exit-ready.

  1. 01

    Month 1–3

    Diagnose + Financial Engine

    Full audit. Chart of accounts rebuild. Financial Engine instrumented. OWNABLE Score baseline established. First quarterly board review scheduled.

  2. 02

    Month 4–6

    Profit Engine + first ProfitFlow extractions

    Acquire-activate-ascend mapped. Top 3 owner-dependent flows documented and delegated. Workforce playbook started.

  3. 03

    Month 7–9

    Value Engine + Workforce Engine

    Throughput instrumented. Key-person risk mapped and reduced. Hiring playbook for next two roles drafted with owner.

  4. 04

    Month 10–12

    Capital or exit pathway activated

    OWNABLE Score re-tested. If capital is the path: lender package prepared and intros made. If exit is the path: Five Exits framework applied, package staged.

Investment

The cost of an installed operating system.

Tier III is a flat $2,500/month retainer that includes Tiers I and II in their entirety. No setup fee. No success fee on the retainer itself.

For comparison: a part-time fractional COO at $250/hour, 10 hours/month, is $2,500 — without the bookkeeping, without the OWNABLE Score, without the Bootstrapper Capital and SBA introductions, and without the Five Exits framework. We are not the cheapest hour of advice. We are the most installed.

The honest test of Tier III: at month 12, is your OWNABLE Score higher? Are you closer to a real capital or exit conversation? If not, the engagement is failing — and we'll say so before you do.

Pricing

$2,500/ month

Month-to-month. Includes Tiers I and II. Exit Readiness as a project carries a separate success fee.

  • §Embedded ILTEM Integrator
  • §Four engines installed in 12 months
  • §Capital + SBA network access
  • §Quarterly board-style cadence

Proof

One client. Fourteen months.

41 → 78

OWNABLE Score

B2B professional services

$1.8M revenue · 9 employees

Before

All client relationships routed through founder. Bookkeeper sending P&Ls with 30+ open questions. No defensible margin story. Three failed conversations with potential acquirers in 18 months.

After

Gross margin improved 9 points in 14 months. OWNABLE Score climbed from 41 to 78. Now in active conversations with two strategic acquirers, with a buyer-ready package already staged.

Frequently asked questions

What owners ask before they commit to a 12-month cadence.

A dedicated ILTEM-credentialed Integrator — not a shared resource — assigned to your business. They sit on quarterly reviews, attend monthly cadence, and act as the operating-system owner across the four engines. Most owners describe the Integrator as 'the COO I couldn't yet afford to hire full-time.'

Always capital-ready. Always exit-ready. Every quarter, on purpose.

Quietly. Quarterly. Compounding.

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