War Room · By application

You're ready to scale, buy, or sell. Let's build the war room.

The top tier isn't for everyone, and that's the point. War Room is for owners with a real move in front of them — a roll-up, a big expansion, a capital raise, or an exit — who need their numbers boardroom-tight. A handful of seats, by application only.

War Room application

Five minutes. The more honest the detail, the faster I can tell you if it's a fit.

Your name *

Business name *

Trade *

Annual revenue *

Approx. EBITDA margin

Primary objective *

Target timeline *

Your current finance setup *

Email *

Phone *

What's the situation? *

Applications are reviewed personally. You'll hear back within two business days.

Application submitted.

I read every War Room application myself. Expect a reply within two business days — and if it looks like a fit, an invite to a strategy fit call.

War Room membership

$8,500 / month

What the seat includes

Everything in Game Plan — scoreboard, 13-week cash, job margin, decision queue, monthly review
Scenario & acquisition modeling — run the deal before you sign it
EBITDA normalization & sell-side readiness — numbers a buyer or lender can't poke holes in
Quarterly deep-dive strategy session
Priority turnaround on every request

A handful of seats. War Room is capped tightly so the deep work stays deep. If it's full when you apply, you'll be first in line for the next opening.

You apply

This form. Five minutes of real detail.

30-minute strategy fit call

We pressure-test the move, the timeline, and whether I'm the right partner for it.

We begin

If it's a mutual fit and a seat is open, onboarding starts within a week.