iii. —— VELOCITY — FOR AMBITIOUS OWNERS
For owners who want to
compound, not coast.
Velocity is a 12-month elite engagement for healthy, ambitious businesses. A private-bank-grade advisory relationship combining a named partner, quarterly board reviews, monthly KPI scorecards, and concierge access to the full BC ecosystem. By invitation, by application, by fit.
→ LIMITED TO TWELVE CLIENTS PER YEAR
Twelve seats.
Twelve businesses.
One year each.
Velocity isn't a product we scale. It's a relationship we hand-select. Twelve businesses per year — no more — so each one gets the depth of partner attention the tier demands. When the year is full, the year is full.
12
VELOCITY SEATS PER ANNUM
—— THE FOUR PILLARS
What Velocity
delivers.
Four pillars structure the relationship. Each one is led by a Partner — named, accountable, present. No associates substituted in. No drift.
i. PILLAR ONE
ii. PILLAR TWO
iii. PILLAR THREE
iV. PILLAR FOUR
Named Partner Advisor
A Partner assigned, accessible. Direct line, monthly working sessions, on-call for the moments that matter — bank meetings, board meetings, M&A conversations, hiring decisions, strategic forks. The advisor relationship most owners say they want and almost never actually have.
Quarterly Board Reviews
Four formal reviews per year. We prepare, run, and follow through. Strategy challenged, numbers stress-tested, decisions made and tracked. The boardroom rigour most family-owned and founder-led businesses lack — without the politics.
Monthly KPI Scorecard
Twelve KPIs, refreshed monthly, benchmarked against your sector and your own trailing twelve. Not a report — a decision instrument. Variance flagged, root causes named, actions logged. The scorecard you'll actually open every month.
Concierge Ecosystem Access
Tax. Audit. Cyber. Insurance. Banking. Legal. Real estate. Coaching. The full BC ecosystem at warm-introduction speed and partner-rate pricing. One call to your Velocity advisor; the right specialist on your problem within forty-eight hours.
→
→
→
→
—— THE CADENCE
What a year
of Velocity looks like.
Velocity has rhythm. Owners often tell us the cadence itself is the value — the discipline of knowing what's reviewed, when, and by whom.
ONBOARDING · DAYS 1–30
Foundation
Full diagnostic across the ten domains. Strategy session with leadership. KPI framework designed and instrumented. Partner-advisor relationship established. Twelve-month engagement plan locked.
MONTHLY · RECURRING
KPI Scorecard & Working Session
Scorecard delivered by day five. Working session by day ten. Variance addressed, decisions made, actions assigned. Owner walks out of every session with three things to do.
QUARTERLY · Q1, Q2, Q3 Q4
Board Review
Half-day formal review. Strategy stress-tested, numbers reconciled, threats and opportunities mapped. Optional attendance: spouse, second-in-command, key investor, banker. We facilitate.
AS NEEDED · ALWAYS
Concierge Access
Tax planning question? Cyber concern? New facility, new lender, M&A approach, leadership crisis? One call to your advisor — who handles it or routes it.
YEAR END · RENEWAL
Continuation
Most Velocity clients renew. Some graduate to a lighter governance retainer. The decision is theirs — we earn the continuation.
—— INVESTMENT
Priced for what
it delivers.
Velocity is a fixed annual engagement. We don't quote it on a website because it's tailored. What we will say:
Less than the cost of a junior CFO. More valuable than a board you'd ever assemble. Built for owners who already know the difference.
ANNUAL · BY APPLICATION
Investment scoped per engagement during the routing call. Most Velocity engagements settle between $150K and $250K annually depending on complexity, ecosystem usage, and travel.
—— BY APPLICATION
If Velocity is right
for you, you'll know.
The diagnostic is the application. Ten minutes, complimentary, partner-reviewed. If the fit is there, you'll receive an invitation to a routing call. If it isn't, we'll tell you that too — and route you somewhere better.