Pricing

What an engagement costs

Published fees, in the open. Most businesses start with the Current-State Audit, then move into a Partnership Investment Packet phase. Every engagement is quoted in writing with its own payment schedule before any work begins.

Start here

Current-State Audit

$2,800 one-time

A seven-instrument operational audit with written findings and a maturity scorecard — the evidence base for every engagement that follows.

  • Seven audit instruments completed with you
  • Maturity scorecard and findings summary
  • Recommended phase and next-step roadmap

Engagement

Most common

Partnership Investment Packet — Phase 1 (Plan)

$8,500 one-time

The operating model, milestone spine, and readiness workstreams a business needs before it can scale.

  • Operating model and milestone plan
  • Weekly action plan with owners
  • Client portal access for the full phase

Engagement

Partnership Investment Packet — Phase 2 (Evolve)

$12,500 one-time

Systems build-out, documentation, and staff enablement for a business that has outgrown its own processes.

  • Systems configured end to end
  • Written procedures and staff training
  • Milestone reviews and approvals in the portal

Build

Operations Systems Build

$6,500 one-time

Intake, scheduling and documentation systems configured end to end, so the work does not live in anyone's head.

  • Intake and scheduling setup
  • Documentation library
  • Handover walkthrough

Compliance

Compliance & Policy Package

$3,500 one-time

A policy library, forms, and a survey-readiness binder built to hold up under review.

  • Policy library and forms
  • Survey-readiness binder
  • Annual review checklist

Ongoing

Fractional Operations Leadership

$2,500 per month

Operating-partner support and a weekly cadence that keeps the systems running after the build.

  • Weekly working session
  • Ongoing portal oversight
  • Month-to-month, cancel anytime

Ongoing

Advisory Session

$350 per hour

A working session with the Provider on a defined operational question — scoped, billed by the hour.

  • 60-minute working session
  • Written recap and next steps

How billing works

Deposit, then milestone payments

Engagements begin with a deposit invoice, with the balance billed against milestones set out in your Partnership Investment Packet. Invoices are paid by card through Square, and every receipt lands in your client portal. Nothing outside the signed packet gets built without a written addendum and its own fee. Engagements run under a Master Services Agreement governed by the laws of the State of Illinois, with venue in Lake County, Illinois.

Ready to see where you stand?

The P.E.S. Mode Finder points you to the right phase in about two minutes.