BUILD A Strategic Foundation

If you’re looking for AI training, workshops, or 1:1 strategic advisory, this profile still applies—get in touch and we’ll guide you to the right engagement.


Who BUILD Is For

We work with CEOs and owners of mid-market AEC firms facing one of two urgent realities:

  • You’re actively losing ground to PE-backed or digitally mature competitors
  • You’re preparing for an exit or merger in the next 6–12 months and need to maximize enterprise value before the deal process begins

If you’re under immediate competitive pressure—or your investment banker has recommended strategic positioning work—we should talk.

We understand board timelines, value-creation expectations, and M&A realities, whether you’re preparing for exit, navigating post-acquisition integration, or defending your position in a consolidating market.


Our Best BUILD Clients Look Like This

You Move Fast

  • You trust your instincts and make decisions quickly
  • You take action instead of getting stuck in analysis paralysis
  • You don’t need convincing, credential theater, or hand-holding

When we give you direction, you run with it.


You have high emotional Intelligence

  • You can handle honest, unfiltered feedback without taking it personally
  • You value truth over validation
  • You don’t need us to manage your emotions or build consensus for you

You’re here to solve real problems.


You’re Fighting For Something

You’re not just trying to maintain the status quo.

You might be:

  • Defending market position against consolidators
  • Building a business aligned with who you are as a leader
  • Positioning for the highest possible valuation before exit

You see obstacles as challenges to solve—not reasons to slow down.


You Know You’re the Bottleneck

  • The business is growing, but too much still runs through you
  • You want to scale without losing what makes your company different
  • You care about culture, identity, and integrity—not just growth
  • You want scale with intention—not a generic playbook.

You Value Direction Over Complexity

  • You don’t need a 47-step framework
  • You want clarity, alignment, and momentum
  • You want a 90-day roadmap your team can actually execute

You value resilience and strategic clarity over perfect plans.


You See Strategy as an Investment

You’re prepared to invest $35,000+ because you understand this:

Documented positioning, marketing systems, and sales-marketing alignment don’t just improve execution—they directly impact revenue, margin, and valuation.


About BUILD

BUILD is our Strategic Foundation Package for mid-market AEC firms—including manufacturers, manufacturer’s representatives, MEP firms, and contractors—who are experiencing acute competitive threat or actively preparing for M&A.

Engagement Details

  • Investment: $35,000
  • Timeline: 3–4 months
  • Includes:
    • Deep discovery
    • Strategic positioning and alignment
    • A clear, executable 90-day implementation roadmap

Most BUILD clients decide to move forward within 30 days of an initial conversation.


Build Your Marketing Team—Without Agency Dependency

Most BUILD clients choose to continue with optional execution support to ensure the strategy gets implemented.

  • Starts at $10K/month
  • Begins 2 weeks after your strategy and roadmap is built
  • Designed to help your team execute without creating long-term agency reliance

This is optional—but commonly chosen.


BUILD may Not be a Fit If

  • You’re not willing to invest $5,000 minimum monthly to grow
  • Your marketing has a positive contribution to bottom line ROI you can measure it on the P&L
  • You believe your internal team is comprehensive and are not open to growing their skills or your marketing program
  • You’re locked into existing advisors
  • You need a pilot engagement first
  • You require a formal RFP process

We’re selective by design.


Not Sure if BUILD Is Right?

We also offer AI training, workshops, and 1:1 strategic advisory for leaders who fit this profile but need a different engagement model.

Explore other services or get in touch to talk through options.


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