The Premium Cash Flow Trifecta is a private 90-day engagement for established service businesses: we diagnose and fix your business in the right order — sales first, finance second, marketing third — with a goal of $200,000 or more in documented opportunity. Miss the goal, and we keep working at no additional advisory fee until we hit it.
Apply for a private client slot → $50,000 · guarantee-backed · pay in full, installments, or financingVerdict: this is not a revenue problem. It’s a leak problem — and leaks don’t fix themselves.
Prescription: find the leaks in the right order — sales first, finance second, marketing third.
Timing: mid-year is the last comfortable window for this year’s strategies.
From the outside, your business looks like a win. Behind the scenes, the bank account never matches the revenue.
Here is what nobody told you: you don’t have a revenue problem. You have leaks. And you were never trained to find them — you were trained to deliver great work.
“We made more this year… so where did it go?”
the December kitchen conversationThis is a composite sample service business at about $900K a year. Watch what each phase of the Trifecta surfaces.
Oxygen. Stability. Multiplication. That’s the order — and it took you seconds to see why it matters. The diagnostic does this with your real numbers, and documents every dollar.
Most owners attack the symptom that hurts loudest. But a business leaks in a sequence — and it has to be fixed in a sequence.
Here’s the turning point, friend: sales create oxygen, finance creates stability, marketing creates multiplication — and the order is everything.
fix the bucket before you pour more water
A one-on-one engagement for established service businesses doing $500K+ a year. We diagnose your sales, finance, and marketing — in that order — and work beside you for 90 days with one goal: $200,000 or more in documented opportunity.
For your business, that typically means recovered pipeline, forward tax strategy, repaired pricing and margins, and an owner-pay system that puts you first.
A 20-minute diagnostic. We walk your numbers in the Trifecta order and tell you honestly whether the engagement fits. Come with your last tax bill in mind — it’s usually where we find the first money.
Say yes, and work begins immediately — sales system and offer repair first. July enrollments include a private Implementation Day where we map your top leaks in a single working session.
Sales, then finance and tax strategy, then marketing clarity — every finding measured and logged in your private opportunity tracker until we hit the $200,000 goal.
Sales, finance, tax strategy, pricing, follow-up, systems, capital, and marketing — every leak surfaced and quantified, nothing left to guesswork.
Every dead lead, untouched proposal, and pipeline leak exposed. If you cannot see the money, you cannot find the money.
Forward-looking planning — entity, deductions, timing — because the IRS should not be your best-paid partner.
You stop being the last one paid. Pricing that reflects your value, margins that survive, and an owner-pay system on a schedule.
Once the leaks are fixed, marketing multiplies what works — clear offers, clean funnels, and tracking that tells the truth.
Direct Voxer access to Sonny and the team, direct email, a dedicated success manager, priority implementation, and private tracking toward your $200,000 goal.
Quarterly estimates you saw coming, strategies set up with runway, and an April that holds no surprises.
Dead leads worked, proposals revived, follow-up systemized — the fastest documented money in the building.
An owner-pay system on a schedule, built on real margins — not whatever happens to be left in December.
A business that supports the family instead of draining it. That is the whole point — everything else is mechanics.
Slide to your real numbers. This is a conservative estimate of recoverable pipeline plus tax opportunity — the diagnostic replaces the estimate with documented figures.
This isn’t theory from a slide deck. It’s twenty-plus years of operating, owning, and fixing businesses — applied to yours, one client at a time.
A private working session where Sonny and the team map your top cash leaks, follow-up gaps, tax opportunities, and quick-win recovery plan — in one day, so you start finding money before summer ends.
Included for July enrollments only — the cohort condition is realAnd if we miss the goal in 90 days? We keep working at no additional advisory fee until we hit it — provided you attend the sessions, share the information, and implement. The risk belongs on our side of the table.
The Premium Cash Flow Trifecta
or $20,000 upfront on a structured plan · financing for qualified clients
Twenty minutes, straight to your numbers, in the Trifecta order. If the engagement fits, we talk enrollment on the call. If it doesn’t, you’ll leave knowing where your first money is hiding anyway.
Straight answers, friend — the same ones we give on the call.
Because this is not generic coaching. We diagnose YOUR pipeline, YOUR returns, YOUR pricing, YOUR follow-up, YOUR books — and every finding is documented. The Trifecta works in a specific order for a specific reason.
Underneath that question is usually a different one: “what if it doesn’t work?” That’s exactly why the guarantee exists — $200,000 in documented opportunity, or we keep working at no additional advisory fee until we get there. Meanwhile, the leaks you already have are costing you every month you wait. Pay in full, a structured plan from $20,000 upfront, or financing for qualified clients — the investment can fit how your cash flow actually works.
We want you crystal clear before you invest: the $200,000 goal is measured in documented, quantified opportunity we identify or create — found tax savings, recoverable pipeline value, pricing and margin improvements, financing and cash flow gains. We document every dollar with you, and the implementation plan turns it into collected cash. We will never blur that line, because our business runs on trust.
This isn’t a course you have to keep up with — it’s an engagement built around your calendar, with a dedicated success manager doing the tracking and Voxer access replacing meetings. The time you spend is diagnostic and decision time. The time you get back is the point.
We accept established service businesses doing $500,000+ per year. The strategy call is where we confirm fit honestly — in both directions.
Twenty minutes. We walk your numbers in the Trifecta order — sales, finance, marketing — and tell you plainly whether the engagement fits and where the first money is hiding. Come with your last tax bill number in mind.
Yes: established $500K+ service businesses, coachable, willing to implement, building for their family. We decline owners who want magic without work, refuse to implement, or want marketing before fixing sales and finance. Six private slots means the screen is real.
If we don’t hit $200,000 in documented opportunity within 90 days, we continue working with you at no additional advisory fee until we do — provided you attend the agreed sessions, provide the requested information, and complete the agreed implementation steps. Terms are in your client agreement, in writing.
Three: pay in full ($50,000); an installment plan with $20,000 upfront and the balance structured on your enrollment call — work starts immediately; or financing through our approved credit facility for qualified clients with good credit.
You built this business so your family could have options, friend. Somewhere along the way it started taking more than it gives. That ends now — not with more hustle, but with the right order.
Find the money. Fix the leaks. Take your summers back.
Let Sonny find the money — apply now →
6 private client slots per cohort — real capacity, not marketing. July enrollments include the private Implementation Day.