Expired Content

New Workshop

Tech Stack

A tech stack refers to the combination of technologies and software tools used by a company to run the business. This workshop will help you understand how to strategically select and align technology solutions with your business goals in mind, to maximize productivity, streamline business operations, enhance efficiency, and support growth. 

Get Involved

Advisory Board

Advisory members come together in a concentrated effort to improve EXECT's impact.

Corporate partnerships

EXECT partners with companies in unique positions to help small businesses grow. 

Community Events

Community organizers are volunteers that curate fellowship events for small businesses within their local areas. 

CAREER opportunities

EXECT is comprised of elite talent with a commiment to diversity and professional development.

Training Pricing

The combination of training and consulting creates a well-rounded approach to business improvement. Training provides the foundational knowledge and tools, while consulting delivers personalized, actionable solutions, ultimately helping businesses overcome the obstacles standing in the way of optimization and acceleration.


Training Program

- Experience all three training tracks
- 9 Lectures, 9 Workshops,  5 Peer Development Sessions
- (Payment Plans Available)
- Learn More!

Price: $13,500


Training Track

- Experience 1 training track
- 3 lectures, 3 workshops, 1 Peer Development Session
- Develop a range of skills and plans for your business

Price: $3,750


Training Workshop

- 1 lecture, 1 workshop
- Various training topics to choose from
- Cohesive and comprehensive group-style learning environment

Price: $950

Training tracks

EXECT focuses on optimizing businesses by addressing three key areas: Products, People, and Money. Let's break down what this means.

> Products/Services

This refers to the company's goods, including products and services. This involves a direct focus on the company's signature good or MVP and determining what goods are being offered (product list), how much (quantity), at what rate (price), and when (frequency). 

> People

Optimizing the "People" aspect means improving the organization's human resources plans. This includes identifying personnel needs, determining staff goals and KPIs, and developing compensation plans.

> Money

The "Money" aspect is about financial optimization. This could involve managing finances more efficiently, reducing unnecessary costs, improving cash flow, optimizing pricing strategies, and making investment decisions that align with the company's goals.

The Trifecta

Incorporating these three pillars - Products, People, and Money - into a company's outlook, structure, and goals can help it become more competitive, sustainable, and profitable. It's a holistic approach that looks at various facets of the business to drive improvement and growth. EXECT offers tailored solutions to help businesses excel in these areas.

What to expect:

Our Team

We’re more than a bunch of experts. We’re a family of like-minded people, using our passion and our skills to make a difference.

What to expect:

Our Story

Like all great things, we started small. We took a few corporate strategists with a shared vision around profitability—and ran with it. Today, we’ve grown into something big.

What to expect:

Our Motivation

We are problem-solvers on a mission to find and dissolve financial tensions. Expanding our knowledge, educating, and empowering others is what drive us. We support business leaders, so they do not have to make business decisions alone. 

What to expect:

Our Process

We take your big problems, chop them down to size, and present you with solution-based information that aligns with viability. 

What to expect:

Our Services

Training at a Glance: 

  • instructor lead, LIVE sessions
  • thought-provoking content
  • stimulating conversations
  • transformational educational experience 


 Consulting at a Glance: 

  • one-on-one conversation
  • wide-angle examinations
  • solution mapping
  • practical and actionable advice
  • clarifying and empowering experience

Secure Your Spot!

Applications are OPEN for EXECT's 2024 Training Programs. 

Office Hours

Location: Dallas, TX and virtual

Length: 60-minutes

OVERVIEW:
After Training is complete, Office Hours is available to help you directly address the issues standing in the way of your optimization. This brings you face-to-face with a solutions expert who helps you examine and resolve your business issues.


EXPERIENCE: 

  • one-on-one sessions
  • wide-angle examinations 
  • solution mapping


Training and Office Hours are the perfect pair, one provides you with a roadmap and the other helps you navigate around roadblocks in real time. The information and insights you will gain during your Office Hours session will be practical and actionable. Although the aim is for viability, you will be guided in the direction that feels right for you, and your vision, and aligns with the resources you have available. This will be a clarifying and empowering experience and you will walk away with a realistic solution to your business problem. 

Also referrenced as Analysis Sessions


Pricing: 

$575+

Pricing

Training

Location: Dallas, TX and virtual

Length: 90-minutes

OVERVIEW:
Training exposes you to the foundational elements needed to design a sustainable and profitable business. During training, you will examine how you make financial decisions and learn frameworks to optimize your business. 


EXPERIENCE: 

  • instructor lead, LIVE sessions
  • thought-provoking content
  • stimulating conversation 


You will walk away from your training session with a new outlook on your business, a list of things you want to tackle, and a systematic way to make improvements. Training is truly a transformational educational experience that is eye-opening and empowering.


Pricing:

$295 group training

$1,000 1-on-1 training

EXECT Services

For those uncertain of how to grow their business and reduce financial tensions, EXECT provides training to show you the way.

EXECT Training examines the way you make financial decisions and illustrates where to focus your efforts to improve your process. We will help you take a closer look at your Products, People, and Money to develop a better structure and goals. Ultimately, EXECT's aim is to help your company become more sustainable, profitable, and investable over time. 

What to expect

Training

Format:

  • video call 
  • presentation style
  • 90-minute session


Experience: 

  • instructor lead, LIVE sessions
  • easy to understand information
  • thought provoking conversations 
  • transformational educational experience 

Analysis

Format:

  • phone call
  • conversation based
  • 60-minute session


 Experience: 

  • navigation of facts and feelings
  • problem and solution mapping
  • practical and actionable advice
  • clarifying and empowering experience

Learn and Grow

EXECT helps companies expand their knowledge and make shifts toward optimization.

EXECT is a consulting company that provides advice, information, insights, and recommendations to develop sustainable and profitable companies with a focus on products, people, and money. EXECT consulting is performed in 2 ways; training and analysis.

Training

EXECT Training is a learning environment where trainees explore business concepts. expand their knowledge, and receive insights, information, and roadmaps. 

Cost: $1,000+


DESIGN

EXECT Design helps clients develop plans and pathways to improve efficiency, profitability, and sustainability within their business.

Cost: $3,000+


Analysis

EXECT Analysis is a consultation session that examines business problems and identifies actionable solutions.

Cost: $575+

providing advice, information, insights, and recommendations

EXECT addresses business challenges and assists in 
developing sustainable and profitable companies.

Consulting with a focus on products, people, and money

Consulting Options

EXECT Design helps clients develop plans and pathways to improve efficiency, profitability, and sustainability within their business.

EXECT Training is a learning environment where trainees explore business concepts. expand their knowledge, and receive insights, information, and roadmaps.

EXECT Analysis is a consultation session that examines business problems and identifies actionable solutions.

Purchase Options

EXECT is a management consulting company that identifies the root cause of financial issues, provides 
roadmaps to improve efficiency and profitability, and analyzes the process and outcome. 

Training

Join a 90-minute training session to learn how business frameworks are formed and discuss the factors to consider when planning for the future.

EXECT Training teaches frameworks for portfolio development, financial forecasting, personnel plans, and compensation.

Design Lab

Sign-up for a Design Lab to turn your training knowledge into application. You will work with consultants to apply frameworks to your business to improve efficiency and profitability.  

EXECT Design Lab helps companies design product plans, operating plans, and financial plans. 

Solution Mapping

Request a Solution Mapping session to discuss how you are losing money, time, and peace of mind in your business. You will get recommendations on how to remove roadblocks and improve your process.

EXECT Solution Mapping helps companies address & resolve financial tensions. 

Services

EXECT provides consulting in the following ways:

TRAINING

EXECT Training provides roadmaps for portfolio development, financial forecasts, and personnel plans.

DESIGN LABS

EXECT Design Lab helps companies create goals, plans, and budgets to improve efficiency and profitability.  

Solution Mapping

EXECT Solution Mapping helps companies examine their business problems and identify actionable solutions.

Consulting Services

For Business Owners, Executives, Directors, and Managers

STep 1: Training

Join a 90-minute training to learn about business frameworks and discover which ones you should be using in your business.

EXECT Training covers product validation, portfolio development, financial forecasts, and personnel plans.


Step 2: DESIGN LAB

Join a Design Lab to apply frameworks to your business and create actionable goals, plans, and budgets. 

EXECT Design Lab helps companies improve efficiency and profitability. 

Add-on: SOLUTION MAPPING

Request a Solution Mapping session to discuss your financial tensions and receive practical/actionable recommendations to resolve the issue. 

EXECT Solution Mapping helps companies gain clarity and control of their business, time, and money.

About ExecT

EXECT is a management consulting company that was established in 2010 to help businesses solve profitability issues.

WHO WE ARe

EXECT is comprised of strategists with a depth of knowledge and experience in executive functions including business structure, strategy, planning and financials. EXECT works with business leaders to help them reform and accelerate their business. 
 
Strategists teach business frameworks and help businesses design frameworks to improve their profitability and efficiency.

TRAINING & CONSULTING

EXECT works with business owners on various projects including: 

  • new products/services
  • pricing
  • hiring
  • budgets
  • expansion
  • acquisitions
  • sales planning
  • plus many more...


Clients span across industries

EXECT proudly serves small businesses across all industries. 

Our clients include: 

  • Accountants
  • Chambers of Commerce
  • Consultants
  • Entertainment Brands
  • Freight and Logistics Companies
  • Hotels
  • Insurance Agencies
  • Lawyers
  • Marketing Agencies
  • Membership Organizations
  • Real Estate Companies
  • Restaurants
  • Retail Brands
  • Sports, Health and Wellness Companies
  • Technology Companies
  • Trade Associations
  • Writers
  • and many more...

FINANCIAL MOTIVATIONS Starts The Process

Our process begins by exploring the financial motivations of the business owner then using their compensation goal as an anchor to map out the financial roadmap of the business. 

Financial Roadmaps is the goal

Our roadmaps, also known as Profit Plans, display how much money is expected to flow in and out of the business to be in financial alignment with the owner's compensation. 

These plans include built-in profit margins and create room for all of your foreseeable business expenses. Profit Plans ultimately ensure that businesses move away from breaking even and towards sustainability. 

The key benefits of a Profit Plan is analysis, feedback, guidance which results in peace of mind that allows businesses to launch, scale and improve profits.


Event Memberships

MIXERs 

$25/month

Attend a Mixer once a quarter 

SEMINARs 

$45/month

Attend a seminar twice a year

SUMMITs 

$80/month

Attend the annual summit

Events for Small Biz

Small Business Events

EXECT curates small business events to help companies learn, connect, and grow. Events include mixers, seminars, and summits.  Small business events are designed for companies that have completed an EXECT training.

Market Access Events

EXECT produces Market Access events to help companies test out their go-to-market strategy and sell their goods. Market Access Events are designed for companies that have built plans, budgets, or goals in an EXECT Design Lab.

Upcoming Events

MARKET ACCESS

Saturday, July 16th
Dallas, TX

Sign-up to showcase your business at this direct-to-consumer sales event. 

Outdoor Event
Pegasus Plaza, Dallas, TX 75201
1 PM - 6PM

MIXER

Coming Soon
Dallas, TX 

Sign-up for this 2-hour event to bridge connections within the Small Business community. 

Indoor Event
Wild Salsa, Dallas, TX 75201
3 PM - 5PM

MARKET ACCESS

For Small Businesses in Dallas, TX Saturday, July 22nd

Sign-up to showcase your business at this direct-to-consumer sales event in Downtown Dallas. 

MARKET ACCESS

For Small Businesses in Dallas, TX Saturday, July 29th

Sign-up to showcase your business at this direct-to-consumer sales event in Downtown Dallas. 

MARKET ACCESS

For Small Businesses in Dallas, TX Saturday, July 30th

Sign-up to showcase your business at this direct-to-consumer sales event in Downtown Dallas. 

MIXER

For Small Businesses in Dallas, TX Saturday, July 30th

Sign-up to showcase your business at this direct-to-consumer sales event in Downtown Dallas. 

Plan, Test, Improve 

EXECT helps companies develop go-to-market strategies to use in 
direct-to-consumer and wholesale environments.

Get Involved

EXECT curates members-only events for small business owners to learn, share, and grow. 

EventS INCLUDE:

+ speaker series
+ subject matter experts
+ networking
+ small biz spotlight
+ vendor showcase
+ and more...

Sales EVENTS

   Benefits: 

  • Market Testing
  • Experimental Learning
  • Sales


Members work with strategists to develop direct-to-consumer and wholesale strategies.

Sales Events provide companies with opportunities to test their marketing, sales, and operating techniques with paying customers. These experimental opportunities are perfect for start-up debuts, product launches, employee training, and more.

Sign up and learn how to improve your customer-facing strategies and techniques. 

Let's Chat

Contact us to discuss: 

+ Consulting options
+ What to expect
+ Pricing
+ Deliverables

Learn and Grow

EXECT provides support to companies seeking to better understand and improve 
their product plans, operating plans, and financial plans.

Product Plan

Over the course 90-minutes, we explore topics like vision, values, mission, and goals; examining goods and services. We bring the conversation full circle so the entrepreneur can have a deeper understanding of creating a business framework around their visions and ideas. 

Develop your company's vision, values, mission, and goals; while pinpointing the core goods and services. Over the course of a week, we help you to identify which parts of the vision are suited to become profitable business ventures.

LEARN MORE - GET STARTED


Operating Plan 

Over the course 90-minutes, we explore topics like goods and services, personnel, KPI's, and money; discussing owners compensation, budgeting, and profitability for businesses operating between $1 - $250K in revenue. We bring the conversation full circle so the entrepreneur can have a deeper connection and understanding of business and money. 

Develop your company's personnel needs, KPI's, compensation plan, and revenue goals. Over the course of a week, we help you to develop the overarching structure of the business that supports the companies production of goods.

LEARN MORE - GET STARTED


Financial Plan

Over the course 90-minutes, we take a closer look at budgets and the real-life outputs they create,  the importance of financial management, scaling up, and allocating resources. We explore topics like revenue, expenses, profits, and taxes; discussing how to  develop a baseline for financial harmony.

Develop your company's operating budget, financial forecasts, and capital reinvestment plan. Over the course of a week, we help you todesign a $1M+ financial runway that is scalable, profitable, and investable.

LEARN MORE - GET STARTED

PartNer with EXECT

EXECT partners with companies in unique positions to positively impact entrepreneurs. 
Let's work together to educate and accelerate small businesses nationwide.

Training is a PreRequisite For Design Labs

Training principles are not taught in a design lab, only reinforced.  

Join the Community

Upcoming TRAINING Sessions

Join EXECT's 90-minute training sessions for early-stage companies

Monday, June 5th 
11 AM, 2 PM CST

Is My BUSINESS Idea READY TO BE STRUCTURED? 

Over the course 90-minutes, we explore topics like vision, values, mission, and goals; examining goods and services. We bring the conversation full circle so the entrepreneur can have a deeper understanding of creating a business framework around their visions and ideas. 

> > RESERVE YOUR SEAT  

-----------------------

Friday, June 16th 
11 AM or 2 PM CST 

IS MY BUSINESS STRUCTURE VIABLE? 

Over the course 90-minutes, we explore topics like goods and services, personnel, KPI's, and money; discussing owners compensation, budgeting, and profitability for businesses operating between $1 - $250K in revenue. We bring the conversation full circle so the entrepreneur can have a deeper connection and understanding of business and money. 

> > RESERVE YOUR SEAT

-----------------------


Friday, June 23rd 
11 AM or 2 PM CST

IS MY BUSINESS READY TO DO $1M+ IN REVENUE PROFITABLY?

Over the course 90-minutes, we take a closer look at budgets and the real-life outputs they create,  the importance of financial management, scaling up, and allocating resources. We explore topics like revenue, expenses, profits, and taxes; discussing how to  develop a baseline for financial harmony.

> > RESERVE YOUR SEAT

EXECT is a Catalyst for Growth 

EXECT Training:

Learn  business and financial frameworks.
Training helps business leaders better understand their financial tensions and viable solutions.

Training Tracks:

Session #1: Business Concept Training

  • Session Focuses on "Is my business idea is ready to be properly structured?"

         (+ learn the structure and success metrics for        
         developing a business concept)


Session #2: Business Structure Training

  • Session Focuses on "Is my business structure viable?" 

         (+ learn the components of viability and how  
         viability  is measured)

Session #3: Financial Planning Training

  • Session Focuses on "Is my business ready to do $1M+ in revenue profitably?"

          (+ learn how financial runways are structured 
           and the impact of transitional cadences)


Workshops

Apply frameworks to improve your business.
Workshops help business leaders apply EXECT's frameworks to their business to achieve $1M+ in revenue.

Workshop Tracks

  • Developing my Business Concept
  • Developing a Viable Business Structure 
  • Developing a $1M+ Financial Runway

EXECT is a Catalyst for Growth 

EXECT Training:

Learn  business and financial frameworks.
Training helps business leaders better understand their financial tensions and viable solutions.

Training Tracks:

Session #1: Business Concept Training

  • Session Focuses on "Is my business idea is ready to be properly structured?"

         (+ learn the structure and success metrics for        
         developing a business concept)


Session #2: Business Structure Training

  • Session Focuses on "Is my business structure viable?" 

         (+ learn the components of viability and how  
         viability  is measured)

Session #3: Financial Planning Training

  • Session Focuses on "Is my business ready to do $1M+ in revenue profitably?"

          (+ learn how financial runways are structured 
           and the impact of transitional cadences)


Workshops

Apply frameworks to improve your business.
Workshops help business leaders apply EXECT's frameworks to their business to achieve $1M+ in revenue.

Workshop Tracks

  • Developing my Business Concept
  • Developing a Viable Business Structure 
  • Developing a $1M+ Financial Runway

Meet the Team

JEssika Jones

Get Involved

Volunteers
Volunteers are the driving force behind the events.
These mission-driven humans come from all walks of like to create a space for the small business community to gather, get inspired, and grow. 

Community Partners
Community Partners provide space and resources for each event.
Community partners include food and beverage companies, event venues, and co-working spaces.

Sponsors
Sponsors receive visibility and market access opportunities in exchange for the monetary contributions. With their support we are able to curate memorable experiences for our attendees.

Speakers
Speakers are business owners, entrepreneurs, business managers and those contributing to the day-to-day operations of running a business. These individuals speak to their community of peers about their experiences, good, bad or indifferent. No experience is needed, just a willingness to share your truths unapologetically.

Subject Matter Experts 
Subject Matter Experts (SME's) are professionals with careers that intersect with small businesses. 
SME's have a depth of knowledge around specific topics and they share their knowledge at events in comprehensive ways. 

Community Events are always free and accessible because of the support and contribution of all parties involved. 

RSVP FOR EVENTs

Each month we host a in-person speaker series for the small business community and the entities that support their advancement. 

Event Overview

+ speaker series
+ subject matter experts
+ networking
+ match making
+ small business showcase
+ lite bites + beverages
+ good vibes

Cost: Free

What is a Business Strategist?

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The job of a business strategist is to identify business needs and develop strategies to improve profitability. This is commonly a consulting position, which involves conferring with management routinely.

what is the difference between a Business strategists and a Business Coach?

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A Business Strategist will offer structure, guidance, strategies, and tips for a business. 
A Business Coach will offer structure, guidance, strategies, and tips for people within a business.

Is Management Consulting and Strategy Consulting the same?

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Management and strategy consulting are linked. Strategy consulting is a management consulting specialty. The major difference is that strategy consulting is directed mainly at the executive level and management consultants have the flexibility to work with anyone within an organization. 

SPONSORED TRAINING Sessions

Sponsor: ICA
April 2023

IS MY BUSINESS Structure VIABLE? 

We explore topics like goods and services, personnel, KPI's, and money; discussing owners compensation, budgeting, and profitability for businesses operating between $1 - $250K in revenue.


Over the course 90-minutes, we bring the conversation full circle so the entrepreneur can have a deeper connection and understanding of business and money.

This session is offered to companies in the San Francisco Bay Area apart of ICA's early-stage Accelerator Program. 

Don'T tackle business alone

When businesses launch, business owners typically wear multiple hats beyond their capacity. This developmental experience can be exciting at first, but from a strategic viewpoint, this can set businesses back. 


It is important to identify your strengths and which roles are beyond your interest and/or capacity. This isn't first nature to everyone but you don't have to go at it alone. 


EXECT strategists help business owners: 

  • define goals
  • create a personnel plan
  • set Key Performance Indicators (KPI's)
  • define roles and responsibilities
  • identify operating inefficiencies
  • develop financial plans 
  • set sustainable budgets
  • develop banking procedures 
  • create capital distribution plans  
  • determine debt limits
  • set equity distribution limits 

EXECT Services

WORKSHOPS FOR STARTUPS AND SMALL BUSINESSES

EXECT business management workshops provide training to: 

  • business managers
  • business owners
  • freelancers
  • entrepreneurs


Workshops are personalized experiences offered in 90-minute sessions (for learning) and week-long sprints (for development). 

Workshops will: 

  • educate you
  • provide you with tools
  • help you to think through your decisions
  • help you hone in on the weak spots
  • plan for a growth and a financially fit future


EXECT workshops assists you in improving your entrepreneurial vision, business structure, and also helps to organize your financials in preparation for growth. 

Ready for a change?

Now is the time to put in place plans for the future.
SCHEDULE A CONSULTATION

What to expect:  
+ 20-Minute meeting with a business strategist
+ Discuss your goals and current positioning
+ Discuss workshop topics and paths of interest to you
+ Discuss workshop deliverables
+ Discuss pricing and your timetables
+ Learn if EXECT is the right fit for you right now

As a client, you will:
+ Learn the proper way how to pay yourself, your staff, your bills, and more
+ Learn what your revenue and expense budgets should be 
+ Build a profitable, investable, and sustainable company

Let's work together to move your business forward 

This is your opportunity to work with a team of experts to show you the way.
Schedule your free consultation 

EXECT's impact

EXECT serves companies operating from pre-revenue to $10M in annual revenue. 

OUTCOMEs:

EXECT helps business leaders:

  • understand business
  • improve their financial landscape
  • create debt and equity plans 
  • prepare for funding 
  • improve profit margins
  • determine hiring needs
  • develop compensation plans
  • pay owners fairly and consistently 
  • reduce emotional decision making 
  • create operating budgets 
  • plus more…

The PRocess

Step 1

Choose a Goal

Step 2

Pick your Focus

Step 3

Request a Consultation

Step 1: Choose a Goal

Option 1. Learn 

In a 90-minute session, you will work with a strategist to:

  • learn business frameworks
  • discuss strategic methods
  • better understand roles and responsibilities, including yours
  • explore boundaries and limits
  • examine appropriate goals 
  • improve your business outlook
  • learn what to tackle next in your business


Option 2. BUILD 

In one-week sprints, you will work alongside a strategist to:

  • develop period-based operating budgets 
  • create revenue and expense categories 
  • set goals and budgets 
  • create an owners compensation plan
  • develop payroll budgets and personnel plans
  • set appropriate profit margin goals 
  • determine capital reinvestment plans
  • create cash management plans for banking
  • determine equity distribution limits
  • create debt acquisition limits


Option 3. Launch

Over the course of a month, you will work with a strategist to:

  • activate your plans
  • set short term and long term goals
  • develop milestones
  • design metrics
  • monitor revenue, expenses, and profit margins
  • examine financial tensions and reduce inefficient practices 

Step 2: Pick Your Focus

Option 1. Business Vision

For visionaries looking to transform their ideas into business ventures.

  • explore your business vision
  • uncover a business route that is suitable for you
  • identify the impact that you wish make
  • map out intended experiences 
  • select your role in the business mission


Option 2. Business Structure 

For owners, entrepreneurs, and managers ready to develop standards for how the business operates.

  • examine entrepreneurship, ownership, and management
  • discuss the functional purpose of a business
  • review the formula for running a business
  • explore human capital, roles, responsibilities, and KPI's


Option 3. Business Financials

For money managers looking to improve the financial future of the business.

  • learn what owners compensation should be in relation to revenue
  • discuss financial goals and operating budgets including payroll
  • examine equity distribution limits and debt acquisition limits
  • receive a cash management plan for banking
  • receive a comprehensive operating budget 
  • uncover the company's investable, profitable, & scalable rating

Steps 1 & 2

 2 sessions | 2-day process | for business owners only
no prerequisites required to purchase

Day 1: Owners Compensation Session

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Meet with a strategist for 45-minutes to:

  • discuss income goals
  • uncover your financial needs and motivations
  • explore healthy financial budgets
  • build a healthy financial plan for your life

Day 2: business profitability Session

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Meet with a strategist for 45-minutes to:

  • learn about the 5-key positions of a small business
  • discuss the key performance indicators (also known as KPI's) for of each key position 
  • uncover the time commitment of each position
  • learn how owners, staff, advisors, investors are paid within a business
  • determine your role, time commitment, KPI's, and pay structure
  • build your owners compensation budget
  • get a recommendation of the company's revenue needs using your healthy personal financial plan
  • learn the 7-key budgets of a small business 
  • explore the operational functions of each key budget
  • get a recommendation of your company's 7-key budgets with built-in profits

Day 3: Exit SESSION

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Meet with a strategist for 15-minutes to:

  • discuss your consulting journey
  • glance back over your decisions and recommendations
  • get answers to any questions or concerns you may have before portal development begins

Portal Development (11 Days)

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Over the course of 11 business days, ETS  will compile the information from the sessions to create a digital snapshot of your personal financial plan, company's revenue needs and the company's 7-key budgets with built in profits. Once your portal is developed, it will be accessed via a Microsoft Teams invite.


Portal Access (90 Days)

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You will receive access to the Owners Compensation and Business Profitability financial portal 12 days after your exit session. Access to your portal remains active during your journey with ETS and up to 90 days after your last consulting session. 

Step 3 

 3 sessions | 5-week process | for business owners and staff
prerequisite sessions required to purchase

Week 1: Pricing Session 1

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Meet with a strategist for 45-minutes to:

  • learn the correlation between pricing and cost of goods
  • determine your operational capacity per good
  • take a closer look at your intended experience 
  • discuss the cost to deliver sustainable, measurable, scalable goods
  • align your new outlook with your current budget
  • determine if your outlook on pricing and cost of goods is realistic 

Week 3: Pricing Session 2

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Meet with a strategist for 45-minutes to:

  • discuss the true cost of the intended experience versus your initial thoughts 
  • determine if your businesses financial plan (including the revenue goal and 7-key budgets) needs to shift to accommodate the cost of your intended experience or if the intended experience can be changed to accommodate your financial plan
  • make any necessary changes to the financial plan or intended experience 
  • learn how profit and loss projections align with goods 
  • develop and apply a profit and loss strategy to your goods
  • determine if the forecasts are realistic 
  • get a recommendation on a pricing model that aligns with the company's expectations and capabilities

Week 5: Exit Session

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Meet with a strategist for 15-minutes to:

  • discuss your consulting journey
  • glance back over your decisions and recommendations
  • get answers to any questions or concerns you may have before portal development begins

Portal Development (17 Days)

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Over the course of 17 business days, ETS strategist  will compile the information from your sessions to create a financial snapshot that displays your sales forecast itemized by goods, price, and volume projections. Once your portal is developed, it will be accessed via a Microsoft Teams invite.

Portal Access (90 Days)

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You will receive access to the Pricing financial portal 12 days after your exit session. Access to your portal remains active during your journey with ETS and up to 90 days after your last consulting session. 

Week 6: Portfolio of goods Session 1

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Meet with a strategist for 45-minutes to:

  • explore how portfolio of goods are formed
  • learn about the 4-goods theory
  • discuss the power of intended experiences within a business
  • identify your core product/service
  • explore the alignment of your supporting goods with your core product/service
  • examine the financial outlook of your 4-goods theory
  • review the volume output of your 4-goods theory
  • determine if your current outlook and output of your portfolio of goods is realistic

Week 8: portfolio of goods Session 2

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Meet with a strategist for 45-minutes to:

  • develop a pie chart for your portfolio of goods
  • optimize the financial outlook and output goals of your goods
  • determine the minimum and maximum price point of your your goods
  • optimize your key offer
  • improve the alignment of your supporting goods
  • discuss your intended experiences and the intended cost
  • analyze how your intended experiences will lead to brand loyalty and customer spend

Week 10: Exit Session

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Meet with a strategist for 15-minutes to:

  • discuss your consulting journey
  • glance back over your decisions and recommendations
  • get answers to any questions or concerns you may have before portal development begins

Portal Development (11 Days)

Created with Sketch.

Over the course of 11 business days, ETS strategist  will compile the information from your sessions to create a financial snapshot that displays the company's optimized portfolio of goods, key offer, supporting goods, financial outlook, and volume output data. Once your portal is developed, it will be accessed via a Microsoft Teams invite.

Portal Access (90 Days)

Created with Sketch.

You will receive access to the Portfolio of Goods financial portal 12 days after your exit session. Access to your portal remains active during your journey with ETS and up to 90 days after your last consulting session. 

ARe you familiar with the ETS Pricing Tiers?

Do you want to  view a snapshot of pricing per step, total investment cost, and more?

Frequently Asked Questions

Is Consulting Available Online and In-Person?

Yes, ETS strategists meet with small business owners in-person at the ETS office in Downtown Dallas. Those outside of the Dallas area meet virtually via Microsoft Teams. 

Is Additional Support Offered outside of the 5-Step Process?

Exec.Talent.Source offers business consulting to entrepreneurs who want to learn, build, and implement better financial structuring under the advisement of financial strategists. ETS strategists guide small businesses from concept, through restructuring and development, to market in a profitable, scalable, sustainable, and realistic manor.

ETS strategist are not equipped to offer additional services outside of the signature 5-step consulting process. 

Is the delivery of services flexible?

Definitely, to a degree. ETS strategists are able to extend the delivery of services to accommodate your schedule. However, expediting the delivery is available on occasions for an additional fee. 

Is Consulting intended for new or existing businesses?

Exec.Talent.Source is designed for companies generating revenue up to $5 Million annually. 
This includes companies in pre-revenue, pre-launch, and ideation phases. 

Can my staff atTend my Consulting sessions?

Some ETS sessions are designed for owners only, while others are for owners and staff. As long as the session says for staff in the process description, you are golden.  

Am I expected to Pay For All 5-steps upfront?

No. You are only expected to pay for 1 step at a time. Steps 1 and 2 are the only steps that are offered as a pack and billed together. When you move to step 3, you will request an invoice for step 3 and you will only be billed for step 3. Same process for steps 4 and 5.

Can I purchase Step 1 without STep 2?

In the event that you only need to develop a personal financial plan without a financial plan for your business, purchasing Step 1 without Step 2 is an option. Your request will be discussed with a strategist on during your free consultation. If you need step 2 but are not ready to make the financial commitment, it is not recommended that you purchase step 1 in the interim. If you need steps 1 and 2, it is best to wait to purchase them as a pack to get the most value out of the sessions as intended in the sessions design.

90-Day Operating Runway

DESIGN Studio

During your journey, you will:  

  • develop a 90-day operating plan
  • build a personnel plan
  • organize the composition of business units
  • discuss necessary resources and tools  

Activate Studio

During your journey, you will:    

  • set goals
  • create milestones
  • design metrics
  • navigate the sales and operations process with a coach
  • improve inefficient procedures & strategies
  • examine and discuss wins and losses 


Purpose: To develop and execute an action plan to achieve revenue targets and operating goals while working alongside a strategist for guidance and support.

90-Day Profitability Runway

Design Lab

During your journey, you will:

  • discuss revenue, expenses, and profit margins 
  • set revenue targets
  • create operating budgets for expenses
  • develop a profitability plan
  • determine compensation parameters 
  • identify production capacity
  • receive a one-page financial compass for your business 


Purpose: To learn the pillars to achieving profitability and create a profit plan for your business. You will also uncover the minimum revenue needed to meet the owner's interests.  

Activate Studio  

While in-studio, you will:  

  • activate your profitability plan
  • monitor revenue, expenses, and profit margins
  • attend regular check-ins and receive coaching
  • examine tensions and reduce inefficiencies


Purpose: To activate your profitability plan and receive hands-on support throughout your journey. This process keeps you on track to meet your financial goals and educates you along the way.

Designing a Portfolio of Essential Goods 

Design Lab

During your journey, you will:  

  • create your portfolio of goods
  • develop a financial compass for each good
  • uncover production capacity 
  • develop a profitable pricing model
  • optimize your price sheet


Purpose: To develop a portfolio of goods that is profitable and essential to the consumer's needs.

90-day Personal Finance Runway

Design Lab

During your journey, you will:  

  • discuss your income goals
  • examine healthy financial habits
  • explore lifestyle budgets
  • design a 3-month financial plan


Purpose: To learn the pillars of becoming financially fit. You will create an owner's compensation plan with the support of a strategist. This process examines the owner's financial needs and motivation.

Activate Studio 

While in-studio, you will:  

  • activate your financial plan
  • monitor your budgets
  • improve your financial habits
  • examine financial tensions
  • uncover adjustment needs
  • attend monthly check-ins 
  • achieve your financial goals


Purpose: To activate your 3-month financial plan and receive hands-on support throughout your journey. This process keeps you on track to meet your financial goals and educates you along the way.

Turning Ideas into business Concepts

Workshop

During this workshop, you will: 

  • explore business concepts
  • discuss the composition of a team
  • learn about human-centered experiences 
  • discuss personal money and business money
  • uncover your concept's investable, profitable, & scalable rating


Purpose: The object of this workshop is to help you gain a deeper perspective of business. You will learn the stages of business, uncover your current position, and discuss what to expect next. 

Profit Plan: Owners Compensation

The Owners Compensation Profit Plan helps business owners develop annual budgets with built-in profits and sufficient owner's pay. 

Cost: $400 USD | Purchase

profit plan: Sales Portfolio

The Sales Portfolio Profit Plan helps business owners develop profitable sales forecasts and pricing for their products and services.

Cost: $1,150 USD | Purchase

Advisor Hour: Financial Consulting

The Financial Consulting Advisor Hour helps business owners envision and prepare for financial transformations.


Cost: $250 | Purchase

You Don'T Have to TACKLE BUSINESS Alone.

When small businesses launch, business owners typically wear multiple hats beyond their immediate capacity. This developmental experience can be exciting at first, but from a strategic viewpoint, this can set businesses back. 


It is important to know your strengths and to know which roles are beyond your interest and/or capacity. You don't have to go at it alone. 


EXECT helps small business owners: 

  • explore business opportunities
  • design business concepts
  • create human-centered solutions
  • develop operating strategies
  • set KPI's, goals, roles and responsibilities 
  • design financial plans

You don't have to Fail to Win.

Once an operations based leader or team is ready to design how the business will achieve its mission, financial efficiency is a core principle of operations. But financial efficiency doesn’t exclusively mean cost-cutting. It means using whatever tools are available to improve revenue, customer value, productivity, and performance. 

The traditional way of small business learning is to fail until you get it right. EXECT believes you don't have to fail to win. 

EXECT teaches entrepreneurs how to:

  • pay owners
  • manage and pay staff
  • improve operational inefficiencies
  • set pricing
  • set revenue goals 
  • achieve profitability

FAQ’s

Which forms of payment are accepted?

ExecTalentSource accepts credit cards, debit cards, and ACH payments. 

How can I submit my payment? 


Payments can be processed online via ExecTalentSource.com. You can also request an invoice that comes with a Click to Pay link. 

Do you provide payment plans?

No

Can I  gift ExecTalentSource services? 


Yes

ExecTalentSource's impact:


  • Launched 50+ profitable startups
  • Turned around 200 financially unstable businesses
  • Increased owners compensation above $100k for 80% of clients
  • Developed payroll budgets that created 500+ jobs
  • Provided access to $10M+ in business profits

Client list includes: 

  • Advisors, Coaches, Consultants, Trainers
  • Health + Wellness Brands
  • Marketing + Branding Agencies
  • Real Estate Companies
  • Recruiting Companies
  • Retail Companies
  • Tech Companies
  • plus more...

Foundation Sessions

Our Foundation Session is a great place to discover 
all of the benefits our firm has to offer.

Profit Plans help founders become clear on the experience they want to create through their business and develop a financial ecosystem that supports it.

Profit Plans is a process followed by a product. The profit plan process is initiated by a single conversation that explores the vision of the business and leads to the creation of a financial framework that governs money flowing in and out of the business. Budgets and forecasts are developed from the financial framework and this data is succinctly placed in a Profit Plan report.

Profit Plans focus on finances associated with Business Ownership and Business Management including : 

  • Owners Compensation
  • Sales / Revenue
  • Marketing
  • Payroll
  • Operating Expenses
  • Taxes
  • Profit Margins


Profit plans provide key financial data needed for funding requests, product launches, expansions, acquisitions, pricing, marketing, sales, hiring, and so much more.

Profit Plans allow small businesses to envision change. 

  • Owners get to examine their business  vision and select a compatible financial strategy and execution strategy. 
  • Owners get to explore  compensation models and select the payout that aligns with their financial needs.
  • Owners gain clarity on their current ownership style and the ways it can help or hurt their business. 
  • Owners get the opportunity to adjust and become better aligned with their ultimate goal. 
  • Through the process, business owners get to determine if they want to “work on their business” or “work in their business”.  


Profit Plans combines simplistic Q&A, exploration and  discovery, projections, alignment, and a white board (of course). 

For the first time, entrepreneurs receive clarity, direction, and peace of mind.

The entire client experience is known to be thought provoking, simplistic, and effective. 

A Message From Ty Toopet, 

The Founder of ExecT

Hi, my name is Ty Toopet and Entrepreneurship is my Jam! 

I am a strategist with 12+ years experience designing financial runways for business concepts. I started EXECT, formerly known as ExecTalentSource, to help companies build million dollar runways for their business concepts. 


EXECT gained it stripes by working with enterprise companies and roughly 6 years in, I decided to shift the direction away from enterprise companies and over to entrepreneurs. I wanted to invest into the development of inexperienced founders to teach them how to be more than creators and sales people. 

It is my desire to see founders evolve into business architects. EXECT strategists bring founders into the fold to create a baseline around what it means to build, test, launch, and scale concepts. 

We are dedicated to helping founders tackle business ownership, so they aren’t left to figure it out. The fact is, historically, only 20% of them do. Leaving 80% of small businesses out of business within 5-years of launching. 


- Ty Toopet
(Explore More on Linked In)

Explore Pricing Tiers 

ETS pricing tiers support the number of goods within the ETS client's portfolio. 
The greater the number of goods, the more complex the structure and strategy, thus the higher cost for consulting.

Pearl Tier

For companies producing up to 4 goods

Step 1: $275
Step 2: $575

Step 3: $2,400 month
Step 4: $3,250 month 

Assessment: $3,500

PRemium Tier

For companies producing up to 10 goods

Step 1: $275
Step 2: $575

Step 3: $4,800 month
Step 4: $6,500 month

Assessment: $4,500

Platinum Tier

For companies producing up to 25 goods

Step 1: $275
Step 2: $575

Step 3: $9,600 month
Step 4: $13,000 month

Assessment: $5,500

Prestige Tier

For companies producing more than 25 goods

If you are looking to expand your portfolio  beyond 25 goods for purchase, we encourage you to schedule a free consultation with an ETS Strategist for pricing.

You are one step away from receiving a customized price sheet for each step in the 5-step process as well as the cost for an annual assessment. 

Contact a Strategist for Pricing Today!

what to expect when making a purchase 

Step 1: Request an Invoice

When you are ready, you can request an invoice here.
While requesting an invoice, you will select the objectives you wish to achieve through ETS consulting.
Once you submit your invoice request, you will receive a response within 1 business day.

FAQ: Do I need to purchase all 5 steps at once?
You are only expected to pay for 1 step at a time. Steps 1 and 2 are the only steps that are offered as a pack and billed together. When you move to step 3, you will request an invoice for step 3 and you will only be billed for step 3. Same process for steps 4.

Step 2: get a free consultation

Once your invoice request is received, an ETS representative  will contact you to schedule a consultation. During the 15-minute free consultation,  your needs, time table, budget, and expectations will be discussed. If a client-company alignment is reached by the end of your consultation, your invoice request will be approved. 


Step 3: receive your invoice via email

Once your invoice request is approved, you will receive your invoice via email. A link to view and pay your invoice will be embedded into the body of the email. A PDF version of your invoice will also be attached to the email.


Step 4: Process payment

Payment can be processed via the payment link in the body of the invoice email. ACH payments are accepted as the only form of payment for client companies.  


Step 5: schedule sessions 

Once payment is made, you will be requested to schedule your sessions 4 days from the date of purchase. Full instructions for how many schedules to schedule and when, will be included in your invoice email. 


Start Your Journey with Exec.Talent.Source

PROCESS

Through a 5-step process, ETS consultants are able to help small businesses go from concept through development to market; realistically and profitably. 

TIME Period

Steps 1 and 2 are conjoined and offered over a 2-day period. Steps 3 and 4 are offered separately over a 5 week period. Step 5 is offered over a 6 month period.

kick off

The financial framing process of Steps 1and 2 is seen as the ETS starter pack. These sessions take place over two days and kick starts the ETS consulting process. 

PRICING

ETS pricing tiers support the number of goods within the ETS client's portfolio. The greater the number of goods, the more complex the structure and strategy, thus the higher cost for consulting.

You Don'T have to tackle business alone.

When businesses launch, business owners typically wear multiple hats beyond their capacity. This developmental experience can be exciting at first, but from a strategic viewpoint, this can set businesses back. 


It is important to identify your strengths and which roles are beyond your interest and/or capacity. This isn't first nature to everyone but you don't have to go at it alone. 


EXECT strategists help business owners: 

  • define goals
  • create a personnel plan
  • set Key Performance Indicators (KPI's)
  • define roles and responsibilities
  • identify operating inefficiencies
  • develop financial plans 
  • set sustainable budgets
  • develop banking procedures 
  • create capital distribution plans  
  • determine debt limits
  • set equity distribution limits