01

Consulting Engagement

No equity · Fixed fee
We begin with a structured Criterion assessment, priced and scoped up front. No equity and no long-term commitment until results are on the board.
Cash Flow Diagnostic
$7,500
Phases 01–02 · Entry Diagnostic

A focused read on cash cycle and revenue quality — the two phases that drive the majority of the working capital gap.

  • Cash Conversion Index scored
  • Revenue quality & concentration risk mapped
  • Dollar-quantified gap estimate
  • 100% of the fee credited toward the Operational Blueprint within 30 days, 50% within 60
Operational Blueprint
$15,000
Full 8-Phase Audit

The complete Criterion diagnostic across all eight phases, plus a prioritized improvement roadmap — the bridge into Performance Partnership.

  • Full CCI + NAG + Float Status scoring
  • Phase-by-phase intervention priority
  • Direct path to Stage 2 eligibility

Credit ladder: the full Cash Flow Diagnostic fee applies toward the Operational Blueprint if you move forward within 30 days — 50% within 60. The diagnostic is never a sunk cost.

02

Performance Partnership

Outcome-based compensation
For operators who complete the Operational Blueprint and demonstrate consistent execution, we transition to performance-based arrangements — compensation tied directly to verified cash conversion improvement and EBITDA growth.
03

Equity Acquisition

Minority or majority position
We acquire equity positions in businesses we've helped build. The Criterion score, financial trajectory, and owner alignment determine structure and timing — earned, not purchased.

Who we work with.

We are selective by design. The Criterion process works best when the operator is ready to be honest about their gaps and committed to structured improvement.

Strong Fit

Owner-operated HVAC, $1.5M–$5M revenue

Residential or mixed residential/commercial. Owner is actively involved and ready to build systems that reduce their dependency on the operation.

Profitable but cash-constrained

The P&L looks healthy but the bank account doesn't. Classic cash conversion dysfunction — exactly the gap the Criterion Method is built to close.

5+ years in operation, El Paso or Dallas market

Established customer base, existing team, and local market presence. We're systematizing what's already working, not building from scratch.

Thinking about exit in 3–7 years

Not selling tomorrow. Building toward a premium exit multiple with the right operational foundation underneath it. The preparation window is now.

Not a Fit

Businesses under $1.5M or over $5M

Below the floor, the infrastructure investment doesn't have enough EBITDA to absorb. Above the ceiling, the engagement model is different.

Looking for a quick capital injection

We are not a lender. Our equity comes after structured improvement — not in exchange for a signature on a term sheet before the work is done.

Where we operate.

El Paso, TX
Active
Dallas, TX
Active
Miami / Ft. Lauderdale
Expansion
Denver, CO
Expansion
Las Vegas, NV
Expansion

Start with the Cash Flow Diagnostic.

Or take the free Criterion assessment first to see where you'd likely land.