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.
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.
A reading, not a promise. Your advisor reads all ten gates.
Trades, kitchens, shops and crews. Businesses under $2M where the owner is still the engine, and every growth decision lands on the family too.
One system. CAVU runs inside
Clino ORGZEntrepXMarket MechanixYour judgment, habits and limits set the ceiling. So the work starts with you and moves at a pace you can hold.
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.
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 advisorSix 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.
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.
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.
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.
When your plan needs a specialist, the network is the first call: holistic, less expensive and faster. An outside provider is always your choice.
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 pathRequest an advisor and we'll match you by referral. Your first meeting covers you, the plan and the money, in English or Spanish.