PRFT

Fix Your Business with the PRFT Framework

Elite audit + 90‑day Fix Plan + ongoing coaching across Plan, Revenue, Finance, and Technology—so your service business gains margin, momentum, and measurable growth.Plus get our 52-page "PRFT Way" e-book FREE below.

Trusted by service-based founders who want clarity without the chaos.

INSTANT DOWNLOAD

Get "The PRFT Way" E-Book

The complete 52-page guide to building wealth through Plan, Revenue, Finance, and Technology. Learn the exact framework that transforms service businesses into wealth engines.

What's Inside:

The 4-Pillar PRFT Framework explained in detail
Entity structuring strategies for tax optimization
Revenue models that create sustainable margin
Financial planning for business owners
Wealth & legacy building strategies
Implementation roadmap with actionable steps
IRS code references for audit-proof compliance
PRFT
The Way
52 Pages

Normally $14.99 - Yours FREE

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You're growing—but it feels reactive.

External Problems

Handoffs break, pricing wobbles, margins fluctuate, reporting is slow.

Internal Problems

You're tired of guessing—and second‑guessing—your numbers.

Philosophical Problems

You shouldn't have to guess your way to profit. Your business should fund your life—on purpose.

See What's Inside the PRFT Audit

We get it. Most service businesses stall from a missing, joined‑up plan.

PRFT brings elite analysis and practical execution. We audit your Plan, Revenue, Finance, and Technology, deliver a focused 90‑Day Fix Plan, and coach your team to implement it.

Professional-grade audit and roadmap

Deep analysis that reveals the "why" behind your numbers.

Clear priorities, not complexity

A focused plan with no more than 7 priorities in the first 90 days.

Coaching that turns plans into progress

Ongoing support to ensure your strategy becomes reality.

How PRFT Works

1

PRFT Audit

A professional diagnostic across Plan, Revenue, Finance, Technology that reveals what's working, what's not, and what to do next.

2

90‑Day Fix Plan

Three focused moves per pillar. No more than seven priorities total. Every item has an owner, start date, and success metric.

3

Coaching

Monthly or quarterly sessions to remove blockers, protect margin, and sustain momentum as your business evolves.

Start with a Strategy Call

The Gold Standard Diagnostic

The PRFT Audit

COO + CFO + AI automation strategy in one elite audit—built for owners serious about data‑driven growth and long‑term clarity.

P — Plan

Strategy & Operating Model

  • Strategy & goals, offer & delivery model
  • Decision rights, weekly cadence
  • Lead‑to‑cash mapping and SLAs

R — Revenue

Go‑to‑Market & Pricing

  • Positioning, pipeline, conversion
  • Packaging and pricing guardrails
  • Mix shift toward higher‑margin services

F — Finance

Unit Economics & Owner Pay

  • 24‑month trends, unit economics
  • Leakage audit and forecast
  • Owner compensation & tax posture*

T — Tech

Automation, AI & Data

  • ROI‑tied automation roadmap
  • Minimal, integrated tool stack
  • Reliable KPI Dashboard

*Regulated advice remains with your licensed professionals.

Deliverables

Executive Summary (top 5 findings + priorities)
Visual Growth Plan (30/60/90 + 6‑month milestones)
Forecast snapshot & margin guardrails
Automation roadmap with ROI
1‑hour strategy walkthrough
Two follow‑up virtual Q&A sessions

Frequently Asked Questions

One conversation. Real clarity.