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THE LABS
A practitioner-to-CEO development system. Three tiers. One coherent path.
The Labs isn't a course, a mastermind, or group coaching. It's how we organize the work of moving you from operator to owner—from managing the numbers on your own to having the financial clarity and language to partner with an advisor as a real owner of your business.
Foundation Lab is where that clarity starts. Ascent Lab is where you use it.
Each tier is designed for a different stage of business maturity. Take the Clarity Assessment, and we'll route you to the right one.
Reading guide
If you only read three things on this page —
01. Foundation Lab is the on-ramp. Self-led, $797, lifetime access.
02. Ascent Lab is the relationship. Done-with-you, monthly, selective.
03. Breakthrough Lab is the scale-or-exit tier. Bespoke per engagement.
SELF-LED
Foundation Lab
Six modules that map to the real work: financial visibility, the accounting relationship, pricing and leverage, delegation planning, and a 90-day CEO plan.
It's built for you if you're generating real income but running without real financial infrastructure. It's built for you if you're ready to understand your numbers instead of just looking at them.
Here's why this matters: the most expensive advisory relationship is the one where you don't have enough financial literacy to actually participate in it. You end up dependent instead of partnered.
Foundation Lab changes that. You come through it with the clarity and language to use an advisory relationship as a real partner—not just receive recommendations and hope they land.
Six modules. Six deliverables. One dashboard you keep.
$797/ one-time · lifetime access
/ 90 days ~ typical pace
Financial visibility
Read your own books. The reports that actually matter.
Pricing leverage
The pricing reframe. Effective hourly rate. The rate-raise protocol.
Cash & taxes
Quarterly estimates, owner pay, and the tax surprise that doesn't have to be one.
The accounting relationship
What to ask for, what to expect, what good actually looks like.
Delegation
The financial threshold test. The first hire. The systems before.
Your 90-day CEO plan
Three commitments. One page. Built to actually run.
DONE WITH YOU
Ascent Lab
The ongoing accounting and advisory partnership. It's built to move you forward: monthly bookkeeping and year-round tax strategy so you see what's actually happening, quarterly business reviews so you understand what it means, and payroll administration so the operational burden stays off your plate.
It's the core relationship. Where most clients spend most of their time.
Ascent Lab is selective. Not every applicant is accepted.
We have a fit conversation before the engagement letter, because a relationship that needs to last six months and beyond is worth getting right at the start. It's better for both of us to know up front whether this works.
The full operating rhythm — monthly, quarterly, annually.
$1,250–$2,400 / month
/ 6-month commitment · high-touch · scoped
Full bookkeeping
Monthly close, reconciled accounts, decision-grade financials. Payroll. Controller-level oversight on top of the books.
Management hire support
When it's time for the first real hire — operations, ops manager, fractional COO — we scope the role, the comp, and the books around it.
Year-round tax strategy
Quarterly estimates against current-year income. Entity decisions, owner pay, retirement vehicles — the work tax compliance is not.
Exit readiness
Quiet readiness from day one. Owner independence as a metric, even when there's no exit on the calendar.
SELECTIVE · HIGH-TOUCH · ON REQUEST
Breakthrough Lab
For business owners who are building toward scale, owner independence, or exit. Everything in Ascent Lab, plus the work that prepares you to actually execute it: understanding what your business is worth, documenting how it runs without you, and navigating the professional relationships—with attorneys, brokers, advisors—that you'll need.
Breakthrough Lab isn't a standard offering with a public scope. Every engagement is genuinely bespoke.
We run a deep diagnostic to understand exactly where you're heading and what that takes. By application only.
For the owner building toward scale, independence, or a planned exit. Available by application.
$2,500–$5,000 / month
/ on request · high-touch · scoped
Everything in Ascent
Plus the deeper work: multi-entity structure, acquisition or partnership readiness, board-level reporting, succession planning.
Exit & independence
Owner independence as a deliverable: documented, measured, and tracked against the timeline you set.
Strategic cadence
Bi-weekly working sessions during active builds. Continuous quarterly review. The relationship runs as close as the work requires.
By application
Most engagements come from existing Ascent clients. New engagements begin with a longer discovery and mutual fit conversation.
Not sure which tier? Let the assessment route you!
Take the Clarity Assessment
Free. 7-minutes. Routes to Foundation or Ascent based on a 5-dimention score.
Or talk to a human first
Book a 30-minuite fit conversation. We'll tell you honestly which tier - if any - is the right one.