Four numbers. Fifteen minutes. A findings report.
Every Signal engagement starts the same way: we review the data first, then we agree. You give the smallest input that produces a real finding about your firm. No documents to start. No logins, ever, at this stage.
Your firm in four numbers
Your numbers are in. Book the walkthrough.
The second step is a 15-minute call where you narrate your top clients and we map where the book actually came from. It is never a pitch. Pick a time that works:
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After the four numbers
Your firm against the peer set: a valuation range (flagged as an estimate), collections per head, revenue per client, and the shape and sellability of your book. Every ratio is checkable in your head.
After the walkthrough
The revenue-origin map: where your growth actually comes from, referral concentration, and what breaks if a key person leaves. You narrate; the data organizes.
The readout
Found money itemized from your own numbers, and growth sized in ranges. The found money must exceed our base fee, or we tell you so and part friends.
What we will not ask you for
No logins. No connections.
Connecting QuickBooks and your practice systems is the first month's deliverable inside the contract: read-only, revocable, never a condition of this conversation. If anyone asks you to connect systems before an agreement exists, walk away, including from us.
No client names.
If the exchange deepens, the next ask is a categories-only P&L export, one click in QuickBooks, no client data in it. Documents are always your call, and each one is exchanged for a specific finding.
No commitment.
The diagnostic is mutual underwriting. If the diagnostic doesn't find annual value exceeding our base fee, we'll tell you you're not a fit.