Sample 12-month engagement
Sprint 1 · Days 1–90: Diagnose
Know Your Value, Reclaim Your Time
Assess owner dependency, establish the value scorecard, and implement immediate time-saving changes.
Sprint 2 · Days 91–180: Delegate
Build the Business Beyond You
Establish leadership accountability, decision rights, and critical operating processes.
Sprint 3 · Days 181–270: Improve
Increase Profit and Predictability
Address margin opportunities, sales predictability, or customer concentration.
Sprint 4 · Days 271–360: Expand options
Make the Business More Transferable
Test management independence, address remaining risks, and explore future ownership options.
Each 90-day engagement delivers a tangible result and uncovers the next most valuable opportunity.
More freedom
Stronger business
More options
Case Study: The owner who can’t take a vacation
Meet Sarah
Owner of a successful professional services firm12 employees · $2.8M annual revenue · 9 years in business
Sarah has built a profitable, respected business. But she still works 55 hours a week, approves nearly every significant decision, and feels uncomfortable taking more than a few days off.
She doesn’t necessarily want to sell. She wants to spend more time traveling with her spouse and know the business will continue to thrive without her constant involvement.
Her first sprint: The Owner Freedom Sprint
90-DAY ENGAGEMENT: Sprint 1
- Days 1–30 — Diagnose: Analyze Sarah’s time, map decision bottlenecks, interview key team members, and identify her five biggest operational dependencies.
- Days 31–60 — Redesign: Delegate recurring decisions, clarify management authority, introduce a weekly dashboard, and develop two emerging leaders.
- Days 61–90 — Test: Run a planned five-business-day absence, evaluate escalations, correct gaps, and establish a sustainable management cadence.
Sample success measures
55 → 42
Owner hours/week
80% → 40%
Routine approvals requiring owner
0 → 5
Consecutive days away
0 → 3
Critical processes documented
At the end of 90 days, Sarah has experienced meaningful improvement. But the assessment has also revealed that her leadership team is underdeveloped and her sales process relies heavily on her personal relationships. Now she’s ready for her next steps:
Sprint 2: Develop her leadership team.
Sprint 3: Formalize her sales process so it doesn’t require her to run it.
Sprint 4: Address opportunities to improve her margins and profitability.
As Sarah takes on each new step, she knows exactly what she’s focused on and can see tangible value at the end of each sprint.
