Know what your business is worth and what to do next
Established businesses ready to act
Watchfire works with owner-operators of physical businesses: construction, trades, manufacturing, distribution and field services.
There needs to be a meaningful opportunity, reliable financial information and someone inside the company with the time and authority to lead implementation. You also need to be willing to change how you lead and delegate.
A free value estimate
The estimate runs on Capitaliz, the valuation platform behind our full report, so the two line up. It takes about fifteen minutes. Have last year's revenue and profit roughly in mind. It asks when you want to exit; "no plans" is a fine answer, and the value picture is the same either way. Joe reviews every result and sends his read of it.
A value conversation
In thirty minutes, we'll discuss what brought you here, what the business is worth today, what it could be worth and what stands in between. We'll talk about the likely investment. If you've completed the estimate, we start from your results. If it would help us both assess fit, we can arrange a working session with your team on a specific issue.
Business Insights Report
The report establishes where the business stands and what would make it worth more. It takes three to four weeks once your financial information is substantially complete.
The valuation comes from Capitaliz, whose analysts validate the inputs and produce the report: a value range, normalized earnings, benchmarking against your industry, risk and exit-readiness scores, and the value the business could reach. The report carries both names, so the numbers come from an outside platform rather than from us.
We add one conversation with your second-in-command, so our recommendations rest on more than a questionnaire.
You receive:
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The Capitaliz Business Insights Report, with the assumptions behind the valuation.
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A one-to-three-year roadmap to the value target.
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Our recommendation on what the findings call for: which engagement level fits, what Owner Identity Work or operating-system work is needed, and how long the engagement should run.
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An honest answer: engage, refer or release.
The report is a paid, fixed-fee project. We'll discuss the fee before you decide and confirm it in writing. It stands on its own. The findings and the roadmap are yours whether or not you continue with Watchfire.
“Joe’s expertise and guidance were instrumental in transforming our organizational vision into a clear and actionable roadmap. His commitment to understanding our unique challenges and aligning our leadership team towards a common goal was truly commendable. Through insightful discussions and strategic planning sessions, Joe empowered us to define our identity, chart a course for growth, and identify and overcome obstacles standing in our way.”
JEFF MATUSZAK
President/Owner, Carolina Metal Fabricators
Three engagement levels
The report recommends one of three levels. Each runs on Capitaliz, revalues the company every quarter and is committed one quarter at a time.
Value Growth
Your lead implementer, usually not you, works the roadmap with Joe on a bi-weekly call. You join the quarterly revaluation.
Value Growth plus one track
Adds Owner Identity Work or operating-system facilitation, whichever the report indicates.
All three tracks
Value growth, Owner Identity Work and the operating system as one engagement.
Owner Identity Work is time with you, weekly or in longer sessions as you prefer. It covers the decisions you won't hand off, the habits behind them and the practical choices the business needs from you. Confidentiality is agreed at the outset, including what themes may be shared with the team.
Operating-system work is leadership-team sessions each quarter inside the system you already run, or Ninety if you don't have one, with preparation and follow-up with you. If you already use EOS, Scaling Up or another framework and it works, we keep it.
Your internal leader runs implementation. Your specialist advisors keep their roles.
A quarterly agreement
The fee reflects the level you choose. It's confirmed in your proposal and billed quarterly in advance, with thirty days' notice before the next quarter. There is no standard length; the report recommends one. You can stop at any quarter or change levels at a quarter boundary. A quarter already billed isn't refunded.
The report and the engagement are separate purchases: the report fee at signing, the first quarter's fee when the engagement starts.
After the initial work, many owners step down to Value Growth alone, which keeps the quarterly revaluation in place at a smaller workload. The engagement ends when the business reaches the value you set out for.
You remain the client and choose whether to keep, transition or sell the company.
Know whether the work is paying off
The value target has to make sense alongside the advisory fee and the investment required to do the work. Quarterly reviews show the operating changes behind the valuation, so you and your finance lead can judge the progress. Valuations are estimates, not promised sale proceeds; an eventual price depends on buyers, terms and market conditions.