Owner development for businesses under $2M

Grow at the pace your life can carry.

Your advisor takes a full reading of you and the business, then builds a 2-year plan paced to what your savings, hours and family can carry.

Check your clearance4 of 10 gates
Maintain

Strengthen, then climb.

A reading, not a promise. Your advisor reads all ten gates.

15areas of the business, measured
327questions in your first 90 days
10clearance gates, read monthly
2 yrsevery playbook, reviewed at month 24
[ Who it's for ]

Built for the owners who run Main Street.

Trades, kitchens, shops and crews. Businesses under $2M where the owner is still the engine, and every growth decision lands on the family too.

Roofing & exteriors11 on the crew
Restaurantowner on the line
Landscapingthree trucks, one owner
Barbershopthree chairs
Construction & remodelingowner-run job sites
Bakeryopen six days
Auto repairtwo bays

One system. CAVU runs inside

Clino ORGZEntrepXMarket Mechanix
[ Why Clino ]

Most owners don't stall from moving too slowly. They stall from growing at the wrong time, in the wrong order. Clino measures the climb before you take it, starting with you.

Owner first, then the business

Your judgment, habits and limits set the ceiling. So the work starts with you and moves at a pace you can hold.

Clearance gatesthis month
Businessmargin, lead cost, systems
Capitalcash, guarantees
Timehours, days away
Lifehousehold, family
One red in time. Growth runs one area at a time.Maintain
2 years

Every playbook runs two years, with a check at month 12 and a review at month 24. Your level sets how hard it works, never how long.

You fly the plane. Your advisor sits in the right seat.

[ How it works ]

Three phasesto a steady climb.

The same process for every owner, run by an advisor who passed the same checkride. What changes is what's in your plan and how fast it moves.

Request an advisor
  1. 01

    Get the full reading

    Six meetings, two weeks apart. 327 questions across 15 areas, starting with you and the money. Each meeting ends with two or three commitments, in your words.

  2. 02

    Sign off on your playbook

    Where you stand in all 15 areas and the plan that comes from it: foundations first, weakest areas in the first 90 days. Nothing starts until you agree.

  3. 03

    Fly the two years

    Clearance re-read every month. A check at month 12, a review at month 24: milestones met starts your next track; not yet, and you keep flying the plan.

[ What it protects ]

What the planwon't spend.

Owners usually pay for growth outside the business. Four of the ten gates sit there, and any red in capital or life holds growth work until it's fixed.

Your hours50 a week or less, and two weeks away without a fire.
Your savingsSix months of family expenses outside the business.
Your signatureDebt you've guaranteed personally stays under a quarter of revenue.
Your familyYour partner is on board with the pace and the risk.
Read every month: business, capital, time and life.
Tax & accountingnetwork specialist
Legal & entitynetwork specialist
Capital & financenetwork specialist
Operations & hiringnetwork specialist
Marketing & adsnetwork specialist
Technologynetwork specialist
[ The network ]

One advisor. One network behind them.

When your plan needs a specialist, the network is the first call: holistic, less expensive and faster. An outside provider is always your choice.

[ For advisors ]

Only certifiedadvisors run CAVU.

Every rating is earned in a final interview with the Master of CAVU and recalibrated every year. That's how two advisors land on the same reading of the same owner, in Clino, ORGZ, EntrepX or a Market Mechanix engagement.

See the certification path
01Ground school23 modules: the philosophy, every question, every play.Written exam
02CheckrideThree recorded assessments within 5% of the master score, then one live.CAVU Rated
03Senior ratingFive owners taken through a full playbook phase.Senior
04Check advisorAppointed to observe and certify other advisors.By appointment
±5%calibration to pass the checkride
12 morecalibration, every advisor
30 minwith the Master of CAVU monthly
Lead from behind: the owner decides

Start witha reading.

Request an advisor and we'll match you by referral. Your first meeting covers you, the plan and the money, in English or Spanish.