Services | How We Help
Build a Business That Runs - and Sells - Without You
Whether you want to reduce founder dependency, elevate valuation, or finally take back your time, Montage’s services are designed to help you build a more scalable, saleable, and self-sustaining business.
Through structured strategy sessions, tailored advisory programs, and hands-on support, we help you move beyond day-to-day survival and toward strategic growth.
Our Core Service Areas
Strategic Growth & Advisory Program
- Our flagship subscription service for business owners ready to build equity, not just stay busy.
- A custom cadence of strategy and advisory sessions to diagnose challenges, prioritize actions, and align leadership
- Custom strategic roadmap, scorecards, and progress tracking
- Access to vetted specialists (marketing, operations, tax, legal, AI tools)
- Exit-readiness and succession planning built into the process
- Who it’s for:
$1MM–$20MM service businesses aiming to increase business value and reduce founder dependency.
Exit Readiness Diagnostic
- A focused, 30-day sprint to assess how ready your business is for a future sale or ownership transfer.
- Deep dive into your business across Value Creation, Marketing, Sales, Fulfillment, and Finance
- Founder Dependency Heat Map to show where you're still the bottleneck
- Strategic Action Blueprint with 3–5 key initiatives to start increasing valuation and reducing stress
- Who it’s for:
Founders considering a 3–7 year transition, or advisors supporting owner exit planning.
Idea-to-Action Sprint
- Have a high-impact initiative stuck in the idea phase? Our 4-week implementation sprint gets it done.
- Strategic kickoff to lock in one priority initiative
- Hands-on project management and implementation support
- Final deliverables and operational handoff to your team
- Who it’s for:
Owners who know what they need but lack the time, bandwidth, or resources to get it executed.
Our Core Service Areas
Strategic Growth & Advisory Program
- Our flagship subscription service for business owners ready to build equity, not just stay busy.
- A custom cadence of strategy and advisory sessions to diagnose challenges, prioritize actions, and align leadership
- Custom strategic roadmap, scorecards, and progress tracking
- Access to vetted specialists (marketing, operations, tax, legal, AI tools)
- Exit-readiness and succession planning built into the process
- Who it’s for:
$1MM–$20MM service businesses aiming to increase business value and reduce founder dependency.
Idea-to-Action Sprint
- Have a high-impact initiative stuck in the idea phase? Our 4-week implementation sprint gets it done.
- Strategic kickoff to lock in one priority initiative
- Hands-on project management and implementation support
- Final deliverables and operational handoff to your team
- Who it’s for:
Owners who know what they need but lack the time, bandwidth, or resources to get it executed.
Exit Readiness Diagnostic
- A focused, 30-day sprint to assess how ready your business is for a future sale or ownership transfer.
- Deep dive into your business across Value Creation, Marketing, Sales, Fulfillment, and Finance
- Founder Dependency Heat Map to show where you're still the bottleneck
- Strategic Action Blueprint with 3–5 key initiatives to start increasing valuation and reducing stress
- Who it’s for:
Founders considering a 3–7 year transition, or advisors supporting owner exit planning.
How We Work
The Montage Method Framework
Our approach is grounded in a proven framework. We break all businesses down into their five component parts, using what we call the "5-Part Lens", to identify any bottlenecks:
- Value Creation
- Marketing
- Sales
- Value Delivery
- Finance
Through a cadence of structured advisory, strategic, and tactical sessions, we drive measurable outcomes and set the foundation for a more valuable business.
We also deliver:
How We Work
The Montage Method Framework
Our approach is grounded in a proven framework. We break all businesses down into their five component parts, using what we call the "5-Part Lens", to identify any bottlenecks:
- Value Creation
- Marketing
- Sales
- Value Delivery
- Finance
Through a cadence of structured advisory, strategic, and tactical sessions, we drive measurable outcomes and set the foundation for a more valuable business.
We also deliver:
Client Results
Real Business Owners. Real Progress.
- A multi-location trades business owner moved from “in the truck” to running the company via dashboards, raising margins 6% in six months.
- A tax preparation firm restructured its services and solidified its delegation systems, preparing for PE-backed growth while reducing owner dependency.
- A boutique law firm elevated recurring revenue by 30% and positioned itself for succession and sale.
Take the First Step
In just 30 minutes, we’ll walk through your current challenges, your goals, and how Montage can help you:
Take the First Step
In just 30 minutes, we’ll walk through your current challenges, your goals, and how Montage can help you: