Why refer us
You already know which of your clients is the bottleneck in their own business. You have told them. They agreed, and nothing changed — because the advice was right and nobody was going to do the work.
We do the work. And we guarantee it in writing: at least ten hours a week found, or the client does not pay.
What your client gets
- A written report in two weeks, for $900, showing where the hours go and what each fix is worth
- A guarantee: ten hours a week found or it is free
- Someone who executes, not another recommendation
- Documented operations that hold up in a bonding review, a lender file, or a sale
What you get
- 10% of first-year revenue on any client who engages
- A client who stops being stuck, which reflects on you
- No risk to your relationship — if we cannot find the hours, they do not pay
The one-step referral path
Send us a name and an email, or forward an introduction to hello@stoa.agency. We take it from there and tell you what happened. That is the whole process.
Send an introduction| "I can't take on more work." | "They fix the reason you can't. Not by hiring — by taking the work off your desk." |
| "My ops manager is the only one who knows how this runs." | "They write it down and prove somebody else can do it. That's the whole product." |
| "I'm thinking about selling in a few years." | "Buyers discount owner-dependent businesses 25 to 47 percent. They fix that, and it takes 12 to 18 months, so start now." |
| "My software is a mess." | "They audit what you're paying for and connect what's worth keeping. Two weeks, $900, and it's free if they don't find ten hours a week." |
| "I'm not spending money on consultants." | "It isn't advice. They build it and then run it. And the first step is free." |
This works when:
- You are owner-led, $500K–$15M in revenue, 5–75 employees
- You already pay for software that is not fully used
- Something has changed recently: a growth spike, a key person left, you are worn out, or you are thinking about selling
- You will give us access and a decision-maker
This does not work when:
- You want a recommendation report and no execution
- Nobody on your team can spend two hours a week with us
- You want the cheapest option rather than the one that holds
Alejandro Morales is Board President of XPX Triangle, the exit-planning community for advisors who prepare businesses for sale. When you refer a client to us, you are referring them to someone your peers already work with.