The Admissions Audit.

Twenty to thirty minutes, with the principal — not a sales rep. You leave holding a one-page analysis, whether the math works out for an engagement or not.

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Step one of two

The Valuation Gap Audit.

Twenty to thirty minutes, with the principal — not a sales rep. Sam runs every one personally, which is the only reason there are a limited number each month.

You leave holding a one-page analysis: where companies of your profile sit in the current market bands, the value drivers pulling your number down, the estimated monthly leak from your own inquiry math, and the order the fixes go in. An estimated range built from industry transaction data — not a formal appraisal.

We never ask for a P&L, a tax return, or a financial statement before you are a client.

A mutual NDA is offered before the call, and nothing you share goes anywhere. On qualified submission the booking calendar loads immediately — no “we’ll get back to you” gap.

Question 1 of 10 About two minutes

Question 01

First, who are we speaking with?

Sam reviews every application personally before the call.

Your name

Your role

Question 02

And the company?

We look you up before the call so we don’t spend your twenty minutes on background.

Company name

State

Question 03

Where should we send the confirmation?

Used for the booking confirmation and the NDA. Nothing else.

Work email

Mobile number

Question 04

What’s your annual revenue range?

Ranges only — we never ask for a P&L before you’re a client.

Question 05

Roughly how many new-client inquiries come in each month?

Everything — phone calls, web forms, referrals, marketplaces.

Question 06

When a family calls after 6pm or on a weekend, what happens to that call?

Most owners have never checked. That’s not unusual.

Question 07

During business hours, how fast is follow-up — and who owns it?

Question 08

Where do most of your new clients come from today?

Question 09

Are you turning away or delaying cases because of caregiver availability?

This decides which side of the system we build first.

Question 10

Three years from now, what do you want to be true about this business?

Optional — anything specific you want looked at?

Please answer this question before continuing.

✓

Application received.

Sam reviews every application personally before the call — if the math isn’t there, he’ll tell you that instead of selling you something. Taking you to the next step now.

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