Services

The Right Engagement
for Where Your Business Actually Is.

Every Aegis engagement starts in the same place: a clear, honest picture of where the business stands today. From there, we recommend the structure that fits. Not the one that sounds most impressive.

Where Everything Starts

Before Any Engagement,
We Start With The Diagnostic.

Every Aegis advisory engagement is preceded by a Business Health and Value Assessment. This is not a formality. It is the foundation of everything that follows.

The diagnostic evaluates your business across all six enterprise value dimensions, calculates your current estimated value, benchmarks your health score against industry comparables, and identifies the specific gaps costing you the most. The result is a prioritized roadmap that makes every subsequent decision faster and more defensible.

The assessment is free, takes under 15 minutes, and is available to any owner regardless of whether an advisory engagement follows.

Take the Free Assessment
Business Health and Value Report

What Your Report Includes

The report your business actually needs. Not a lead magnet. A real diagnostic output built around what buyers, investors, and lenders actually evaluate.

Current enterprise value estimate, sourced from 77,000+ comparable transactions
Health score across all six value dimensions: Financials, Sales, Marketing, Leadership, Recruiting, Productivity
Value gap calculation showing what your business could be worth at full health
Prioritized roadmap sequenced for maximum compounding impact
Exit readiness assessment across all three dimensions: business ready, personally ready, financially ready
Get Your Free Report
Advisory Engagements

Three Engagement Models.
One Outcome.

Every engagement is designed around the same objective: a more valuable, less owner-dependent business. The structure depends on where the business is today and how deep the work needs to go.

How we determine the right fit: Following your Business Health and Value Assessment, Aegis reviews your results and recommends the engagement structure best suited to your current gaps, your team's capacity, and your objectives. The right engagement is the one that matches where you actually are, not where you want to be.
Tier 01
Owner Advisory
For owners who are ready to think strategically and need a disciplined partner to do it with.
A structured advisory partnership focused on the owner. We work directly with you to identify priorities, build a 12-month roadmap, and create the accountability structure to execute against it. Designed for owners who have not yet built a leadership team but are ready to start building enterprise value intentionally.
Full Business Health and Value Assessment
12-month strategic roadmap, sequenced by enterprise value impact
Bi-weekly advisory sessions with a senior Aegis advisor
Ongoing health score tracking and roadmap updates
Priority support between sessions
Schedule a Discovery Call
Most Common
Tier 02
Owner + Leadership Team
For owners who have a team in place and are ready to build infrastructure that runs without them.
Our most common engagement. We work with both the owner and their leadership team to build the systems, accountability structures, and decision-making frameworks that reduce key-person concentration. The goal is a business where the owner leads strategy, not operations.
Everything in Tier 01
Leadership team diagnostic and individual assessments
Leadership development integrated into the roadmap
Quarterly Business Review facilitation and design
Management infrastructure: scorecards, accountability systems, meeting cadence
Schedule a Discovery Call
Tier 03
Full Operating Partner
For businesses preparing for a significant growth event, transaction, or ownership transition.
Our most intensive engagement. Aegis acts as a true operating partner, embedded in the business at a senior level to drive the infrastructure build across all six value dimensions. Designed for businesses with near-term liquidity, growth capital, or succession objectives that require institutional-grade preparation.
Everything in Tier 02
Deep-dive across all six enterprise value dimensions
Transaction readiness preparation and value gap closing
M&A advisor and CPA coordination support
Weekly advisory cadence with expanded access
Schedule a Discovery Call
How We Determine Fit

We Recommend.
You Decide.

Most advisory firms let prospects self-select into whatever tier sounds right. We do not. The right engagement is determined by the diagnostic, not by what the owner thinks they need before they have a clear picture of where they stand.

Every engagement recommendation comes from a senior Aegis advisor who has reviewed your assessment results and had a direct conversation about your business.

1
Complete the Free Assessment
15 minutes. Your Business Health and Value Report is generated immediately. No sales call required to receive it.
2
Review Your Results
Your report shows exactly where your business stands across all six dimensions. Most owners find it is the clearest picture they have ever seen.
3
Discovery Call With a Senior Advisor
A 30-minute conversation to walk through your results and discuss your objectives. No pitch. We tell you what we see and what we would recommend.
4
Engagement Recommendation
Based on your diagnostic results and discovery conversation, Aegis recommends the engagement structure that fits. You decide whether to move forward.
Get Started

Start With the Diagnostic.
Everything Else Follows.

The free Business Health and Value Assessment is the fastest way to get a clear, honest picture of where your business stands today. No commitment. No sales pitch. Just clarity.

Get Your Free Business Health Report Schedule a Discovery Call

Every first call is handled personally by a senior advisor.