Scale Advisory
The strategic conversation you can't have with anyone in your business — because they all work for you. Greg, on retainer, asking the questions nobody else will.
Just want a one-time strategic deep-dive?
Look at the Annual Strategic Review below — $3,500, one-time, written 10–15 page Growth Brief plus a 90-minute working session. About 40% of Annual Review clients eventually graduate to Scale Advisory. Both options live on this page.
At some point, the problems stop being marketing problems.
Your foundation is solid. Marketing's running. Operations work. Revenue is real. And now the questions that keep you up at night aren't tactical anymore — they're strategic, and you have nobody good to talk to about them.
Should we open a second location, or is online expansion the smarter bet? Is the revenue concentration in our top three clients a risk we should fix? If the current model maxes out, what's after it? Should we sign that lease? Hire that person? Buy that company? Kill that line?
These are decisions you make with seven-figure consequences. And right now you're making them on instinct, in the shower, by pacing your office at 11pm. Your spouse is tired of hearing about it. Your team can't help — they all work for you. Your accountant talks taxes, not strategy. Your lawyer talks risk, not opportunity.
You need somebody whose job is to think about your business with you — not for you, with you — at the level the business has grown to.
It's not because…
Your market isn't big enough (it usually is — you haven't mapped it properly)
You need more capital first (you usually don't — capital makes a wrong move worse)
Your team isn't ready (neither were you, and you're doing fine)
The economy's working against you (it always is, every year, somehow)
It's because…
There's no documented growth strategy — just a vague "we should grow"
Revenue diversification was never architected — one bad quarter is a crisis
Strategic decisions get made reactively, in the moment, on instinct
There's nobody in the room thinking about the business at executive altitude
more likely to succeed with a documented strategy
Businesses with a solid foundation, active marketing engine, and operational systems — ready to ask bigger questions about where the company goes next.
Greg's been the one making the call. That's why he's good at advising on it.
Greg has spent 15+ years as the owner, COO, and GM of multi-state restaurant and pet service businesses — managing 100+ direct reports across three states, building operational infrastructure, and doing the hard work of growing companies that actually work. He's opened businesses, scaled them, and sold them. He's lived with the consequences of both the right call and the wrong one.
When you bring a hard decision to Greg, you're not getting five frameworks to consider. You're getting "here's what I'd do, here's why, here's what I'd worry about." Then he'll ask you what you'd do and tell you whether your reasoning holds up.
30 days of discovery. Then ongoing strategic partnership.
Greg goes deep. Revenue model analysis. Competitive landscape. Financial review (P&L, margins, customer concentration). Operational capacity assessment. Vision session.
- Revenue model analysis
- Competitive landscape review
- P&L, margins, customer concentration
- Vision session — where do you actually want this to go?
Monthly 60-minute strategy calls. Async access between sessions. One strategic priority per quarter — Greg helps you focus on what matters most, not twelve things that all kind of matter.
- Monthly 60-min strategy calls (recorded)
- Async access — 24-hour response between sessions
- One strategic priority per quarter
- Annual State of Business assessment
The structure exists to protect the thinking time. Most owners don't have a forced cadence for strategic thinking. Now you do.
Starter tier — $1,500/mo.
You own everything. Every document, every recording, every plan. If you fire us, it's all yours.
30-day discovery sprint
Revenue model, competitive landscape, financial analysis, vision session
10–15 page Growth Blueprint
Your strategic direction in writing, delivered at the end of discovery
Monthly 60-min strategy calls
Recorded, focused, Greg-led
Async access
24-hour response between sessions
Annual State of Business assessment
Recalibrate the Blueprint as the company evolves
One strategic priority per quarter
Focus, not a checklist of twelve things
Scale Advisory isn't tactical execution.
- Strategic thinking partnership at executive altitude
- Documented growth strategy and quarterly priorities
- Decisions: expansion, diversification, hires, acquisitions, exits
- Run your marketing (that's Get Found and Get Customers)
- Manage your operations (that's Get Organized)
- Replace your CFO, COO, or board (it complements them — doesn't substitute)
- Guarantee outcomes in 30 days (strategy compounds, it doesn't sprint)
Three tiers. Pick by business size and complexity.
The discovery sprint at month 1 confirms the right tier. Greg won't sell you Growth or Scale if Starter is enough.
Single-location businesses under $2M, owner-operated, strong foundation, no clear picture of what comes next. Most clients land here.
$1,500/mo
Starter tier · no contracts
No contracts · Cancel anytime
Not ready for a retainer?
The Annual Strategic Review is the one-time alternative. Full business assessment, 90-minute strategy session with Greg, 10–15 page written Growth Brief. No ongoing commitment.
Full business assessment + 90-min strategy session (recorded) + 10–15 page written Growth Brief with financial projections and a prioritized 12-month action plan + 30-day follow-up call. No ongoing commitment. About 40–60% convert to Scale Advisory.
If you upgrade to Scale Advisory within 90 days, the $3,500 credits 100% toward your first two months.
You’ll know if it’s you.
Ideal Fit
- Foundation is solid, marketing is running, you're asking what comes next
- Considering second location, new revenue stream, or market expansion
- Need executive-level strategic thinking but can't justify a full-time hire
- Make major decisions on instinct alone and want a documented strategy to back them up
Not a Fit
- Still building the foundation (get the basics right first)
- Need tactical help, not strategic direction (Get Found, Get Customers, Get Organized)
- Want guaranteed revenue in 30 days (strategy compounds — that's not the product)
- Want someone running the business with you (this is advisory, not co-CEO)
Month-to-month. Cancel any month.
No setup fee. No deposit. No 12-month contract. If we stop earning the next month, you stop paying. One email and it's done.
We earn the next month. We don't lock you into the last one.
Questions before you book.
Owners running businesses that work — solid revenue, working operations, marketing running. The questions on your desk have stopped being tactical and started being strategic. Where does this go next? That's the conversation.
Get Clear fixes the offer and funnel — what you sell, the path from stranger to customer. Scale Advisory addresses the business — where the company is going, how to expand, what's after the current model. Most clients do Get Clear once and graduate to Scale Advisory months or years later.
The Annual Strategic Review is exactly that — a one-time $3,500 deep dive with a written Growth Brief. About 40–60% of Annual Review clients eventually move to Scale Advisory.
Yes. Async access exists for a reason. Drop him a text or email between calls, you get a real answer within 24 hours. The monthly call is a focal point, not the whole engagement.
Yes. NDAs signed by default at the start. Greg doesn't talk about your business with anyone, ever, unless you say so.
You get the Growth Blueprint. Then monthly strategy calls begin, focused on whatever the highest-leverage priority is for that quarter. The first six months tend to be heavy on execution of the Blueprint. Month seven onward shifts toward emergent strategy as the business changes.
30-Minute Call · No Pitch
Let’s find out if it’s a fit.
Tell us a bit about your business and what you're trying to fix. We'll review it before we talk — so the call is specific, not a generic walkthrough.
- We review your answers before the call. You get specific recommendations, not a pitch.
- Honest assessment — including if we're not the right move for where you are.
- If it's a fit, we'll walk you through exactly what we'd do and what it costs.
We work with a small number of clients at a time. The form takes two minutes. The call is 30.
See how Scale Advisory fits the bigger picture
Understand where this fits in the full 1015 Brands system for growing your business.
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