Expired Content

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)

Created with Sketch.

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

Created with Sketch.

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