Services
How I work, and what it costs.
Two practices, same way of working: scoped engagements, written deliverables, fixed prices. Pick a practice below to see what's on offer.
Booking goes through Cal.com. Paid items charge through Stripe at the time of booking; the free discovery call is the same thirty-minute slot with no commitment.
Data strategy 01Transition advisory 02
For founders, operators, business owners, or students of the craft navigating questions about data, AI, business intelligence, or governance.
i
Consultation
Strategy call
60 min $750
Bring one question worth answering — should we build or buy the warehouse, where does AI fit, why isn't our BI getting used. Leave with a clear position, in writing.
Not sure yet? Start with a free thirty-minute discovery call →
ii
Beyond the consultation
Data Strategy & Roadmap
4–8 weeks · interview-driven Scoped after consult
A written twelve- to thirty-six-month roadmap with risks, milestones, vendor recommendations, and an executive walk-through. Sized to client scope.
Fractional CDAO / Embedded IC
monthly retainer · 3-mo minimum Scoped after consult
Senior data and AI leadership without a full-time hire. Three engagement shapes — strategist, co-pilot, embedded lead.
For owners thinking about transition — sale, succession, partner buy-in — even years out. Affiliated with Murphy Business Sales.
i
Consultation
Strategy call
60 min $500
Bring a question about valuation, readiness, options, timing, or buyers. Leave with a clearer view of where you stand and what comes next.
New to working with brokers? Start with a free thirty-minute discovery call →
ii
Beyond the consultation
Transition Readiness Assessment
4–8 weeks · written diagnostic Scoped after consult
A diagnostic scoring your business across financial quality, operational maturity, customer concentration, owner dependency, and data-house readiness. Written report with prioritized recommendations. The right move when a sale is twelve to twenty-four months out and you want to know what to fix first.
Sell-Side Advisory · via Murphy
6–18 months to close Murphy success fee
Full broker representation through Murphy Business Sales' network — listing, confidential marketing, qualified buyer outreach, negotiation, close.
Pre-LOI Data Diligence
3–6 months · bridge product Scoped after consult
Where this practice meets the data practice. Turns the data house from a liability into an asset before the buyer's quality-of-earnings team finds it. For data-rich businesses twelve to twenty-four months from transition; often the difference between a half-turn and a full turn of EBITDA multiple at sale.
A note on scope. The consultations provide strategic perspective. They are not legal, accounting, tax, securities, or fiduciary advice. For matters in those domains, consult your attorney, CPA, or licensed advisor.