Professional Services For
Advisors, Accountants, Attorneys,
& Their Business Owner Clients

Business Growth, Fractional CVO/CSO & Enterprise Value Creation Advisory

Who we support:
CPAs, RIAs, CEPAs, and business consultants consultants who see operational issues in the numbers but cannot reasonably build a full value growth practice around each client.

What we do:

• Clarify the owner’s strategy, positioning, and growth priorities.

• Identify profit and cash flow leaks in pricing, product mix, and operations.

• Align structure, roles, and systems so the company can scale beyond the owner.

• Focus the team on specific value drivers that matter to buyers, lenders, and successors.

How it helps you:

• Your tax, legal, and financial recommendations now plug into a defined strategic plan.

• Better management reporting and KPIs make your advisory conversations richer.

• The owner sees you as part of a coordinated growth effort, not just a once-a-year requirement.

If you work with closely held business owners, you already know the pattern:

1. Significant wealth trapped inside the business

2. Multiple good advisors giving good advice in isolation

3. But the client can't see the dollar return on investment from doing it

4. A client who is too busy running the company to integrate any of it

5. Most owners acquire motivational issues that prevent them from doing the exact things they need to do

6. A client that forgets how all the Legos stops executing the plan

7. So great work often dies in isolation on a dusty shelf or never gets to evolve into the other work they really need done

8. Clients feel stuck, effectiveness and efficiency suffer

9. Often complex ownership and entities cause complexity

10. So the owner is stuck on a treadmill they can't get off of or sell

Business Master Mechanic exists to sit in the middle of that chaos and make everyone’s work more valuable, including yours.

Business Valuation & Value Gap Analysis

Who we support:
Valuation firms, CPAs, wealth advisors, CEPAs, Business Brokers, and M&A professionals.

What we do:

• Help the owner understand valuation results in plain language.

• Translate valuation findings into a clear set of value drivers and risk factors.

• Map the “value gap” between current value and the amount required to meet personal financial goals.

• Turn valuation from a one-off document into a living planning tool.

We are happy to work with either your in-house valuation team or external valuation partners.

How it helps you:

• The owner stops treating value as a theoretical number and starts using it for decisions.

• Your valuation work becomes the backbone of growth, succession, and exit planning.

• It is easier to justify tax, estate, or transaction structures with a well-understood value story.

Fractional CFO or CVO & Financial Leadership

Who we support:
CPAs and accountants, RIAs, lenders, CEPAs, CVGAs, and consultants serving growing or stressed companies.

What we do:

• Provide or coordinate CFO or CVO-level thinking for owners who are not ready for a full-time CFO or CVO.

• Build budgets, forecasts, and scenario models tied to real strategic decisions.

• Improve profitability, cash flow, and working capital discipline.

• Translate numbers into clear dashboards and narratives that support advisory and lending decisions.

We do not replace the external CPA. We complement them by strengthening the internal financial function and decision-making.

How it helps you:

• You are not being asked to act as de facto CFO without the fee or capacity.

• The financial information you rely on becomes more accurate, timely, and decision-ready.

• Strategic conversations move faster because everyone has a shared view of the numbers.

Business Protection, Continuity Planning, & Disaster Recovery

Who we support:
Attorneys, insurance professionals, CEPAs, CVGAs, RIAs, and CPAs involved in buy-sell agreements, key person coverage, and continuity planning.

What we do:

• Facilitate the design of practical business continuity plans.

• Help the owner and advisory team define triggers, roles, and decision paths in a crisis.

• Support the process of reviewing or updating buy-sell agreements and funding mechanisms.

We do not draft documents or sell products. We create the planning framework and coordination so your work is easier to execute and explain.

How it helps you:

• You are not the only one trying to drive difficult continuity conversations.

• The owner understands why your recommendations matter in the larger picture.

• Implementation moves faster because everyone is working from one shared plan.

Business, Family, & Owner Succession Planning

Who we support:
Estate planning attorneys, CEPAs, CVGAs, CPAs, RIAs, and family business consultants.

What we do:

• Separate the questions of leadership succession and ownership succession and frame them clearly for the client.

• Facilitate structured conversations around family dynamics and fairness.

• Design practical paths for family members or key employees to earn or buy ownership over time.

• Coordinate succession decisions with estate, tax, and legal strategies that you design.

How it helps you:

• You are not left alone to mediate family dynamics and emotions.

• Succession structures you propose sit inside a clear, owner-approved roadmap.

• Everyone is working from the same set of expectations about timing, roles, and outcomes.

Exit Planning & Owner Readiness

Who we support:
CEPAs, CVGAs, Investment bankers, business brokers, M&A attorneys, RIAs, and CPAs.

What we do:

• Clarify owner goals: timing, role after exit, lifestyle, legacy, and non-negotiables.

• Help choose a path among third-party sale, family transfer, management or employee buyout, ESOP, or hybrids.

• Prepare the business for due diligence by reducing owner dependence and cleaning up financial and operational issues.

• Coordinate with the advisory team to structure tax-efficient, goal-aligned transactions.

We are not a broker. We are the owner’s planning partner before, during, and after the deal.

How it helps you:

• By the time a transaction is on the table, the owner’s goals are clear and realistic.

• The business is better prepared, which reduces surprises and failed deals.

• You can focus on the technical and transactional work, while we keep the owner grounded and aligned.

We are the Master Planning Level Coordinator for business owners.
We do not replace good advisors and subject matter experts, we make sure it gets done.
We help your work land with more integration, more traction, and more enterprise value.

How We Work With Other Advisors

This page is for:

• CPAs and accounting firms

• Estate and business attorneys

• RIAs and financial planners

• Insurance and benefits professionals

• Commercial bankers and lenders

• Business brokers, valuation firms, and investment bankers

• Value growth and exit planning consultants
  
  

We typically plug in when:

• The advisory team can see strategic issues, but there is no single place where everything comes together.

• The owner is asking for “what should I actually do next?” rather than more one-off recommendations.

• The complexity of the business has outgrown the client’s ability to coordinate advice alone.

Our role:

• Translate between disciplines so nothing important falls through the cracks.

• Help owners sequence decisions in the right order across tax, legal, financial, and operational domains.

• Provide a structured framework so advisory work turns into implementation and measurable value.

Services and collaboration for business owners and their advisors.
You stay in your lane of expertise, we stay out of it and make the lanes work together.

What We Help With
In Joint Engagements

You can think of our services as a co-services stack that sits either behind, beside, or between the owner and the advisor team.
We help the client see all the great work you have done, and help make sure they actually implement.

Capital & M&A Advisory with Specialist Partners

Personal Financial & Life Planning For Owners

Who we support:
Investment bankers, business brokers, lenders, and attorneys, CEPAs, CVGAs.

For larger or more complex transactions, we bring in specialist partners such as middle-market investment banks. In those settings, we:

• Help the owner get clear on objectives before a process starts.

• Support sell-side preparation and positioning from an owner-centric perspective.

• Stay close to the owner during the process to help interpret options and tradeoffs.

• Coordinate with tax, legal, and wealth advisors so the deal integrates with the broader plan.

How it helps you:

• You are not carrying the entire education and expectation-management burden with the owner.

• There is a neutral planning partner in the room whose job is to keep everything aligned.

• You get a more prepared, more realistic client, which often leads to smoother deals.

Who we support:
RIAs, financial planners, estate attorneys, and CPAs.

What we do:

• Link business value, liquidity events, and timing to the owner’s personal financial plan.

• Map out lifestyle, retirement, and legacy goals that inform business decisions.

• Coordinate with existing investment and planning relationships rather than replacing them.

When another advisor already handles investments, our work focuses on integration and decision design, not on managing assets.

How it helps you:

• The business is no longer a vague “big asset” on the plan. It is a designed value engine.

• Your planning work becomes more actionable because it is tied to a realistic business and exit strategy.

• You are positioned as part of a unified advisory bench in the owner’s eyes.

How Engagements Typically Work

You can engage Business Master Mechanic in several ways:

• Case consults
  Invite us into a specific client situation for a limited engagement: value growth, continuity, succession, or exit readiness.

• Joint advisory engagements
  We co-design and co-implement a broader roadmap, with clear roles for each advisor on the team.

• Ongoing owner advisory
  We serve as the owner’s integrative advisor over time, while you continue to lead in your domain. We pull you in on the right issues at the right time.

In all models, our priority is to protect and enhance the client relationship you already have.

Ideal Clients To Bring Us Into

Owners who are:

• Running a business that is a major part of their net worth.

• Feeling a mix of growth, complexity, and fatigue.

• Juggling multiple advisors and still not getting a coherent plan.

• Thinking about succession or exit but have not structured it.
  

If you are thinking, “My client needs a a head coach." that is usually a good sign we should talk.