Instead of the usual fixed fees or hourly fees for services provided, you pay a percentage of the value that is created for your company. For example, suppose you have a small private business which has a market value of approximately $ 3.5 million (what other business owners would be willing to pay to buy your business). You agree to use my services to improve the market value of your company. After two years the market value of your company is now $ 5 million. You agree to share a portion of the increased market value of $ 1.5 million to compensate me for my services. This arrangement is contingent on the results I produce! All I ask is that you compensate me for a portion of the value I create.

How much is the fee?

For most companies this can range from 25% to 35%. For example, if I produce $ 1.5 million of increased market value and our arrangement calls for 30% for my services, then you would pay me $ 450,000. This amount could be paid quarterly, semi-annually or arranged to meet your financial situation over 1 or 2 years.

What's in it for me?

For you the business owner, you significantly increase the value of your company and do it on a contingency basis. For your business you realize higher revenue streams through better utilization of your intellectual capital. And you realize increased personal wealth as a result of increasing the market value of your company. This is important since at some point in time you will need to retire and what you receive depends upon your valuation. A low valuation will equate to low personal wealth at your retirement.

How does the process work?

It involves a series of touch points: a phone conversation, a presentation, participation in a group meeting followed by more and more direct contact to change your company. This allows you to ease into the process and if either side becomes uncomfortable with the process, you can elect to opt out. Eventually there will be a face to face meeting once we get past the initial touch points. So nothing gets forced on you in a hurry.

Is there some tangible work product or deliverable that I can refer back to?

Yes, if you go through the entire process you will end up with a map of milestones and strategies that I want your company to execute over the next few years. This includes monitoring the value of your business along the way. Click Here for a high level example.

How do I qualify?

It is important for you to know that I am looking for certain types of private companies when it comes to a value based fee arrangement. So please make sure you meet these criteria:

1. You own a private company within the United States that has gross sales revenues of at least $ 3 million per year.
2. Your company is not in financial distress and as a minimum you are breaking even.
3. Your company operates within an industry that is highly driven by intellectual type assets such as your knowledge, talent, or innovation.
4. The owners of the company desire to improve the market value of the company two-fold over the next three years.
5. The owners are extremely motivated about increasing the value of their company.

How do I get started?

To kick off the process, please submit the form below. This starts our first “touch” point which is a preliminary conversation to see if you are a good fit for a value based fee arrangement. All information is considered confidential.

Your name:


Name of Your Company:

Email Address:

Telephone Number:

Best time to call you by phone:

Brief Description about your Company:

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