12-month operating partnership

Every area of expertise. One agreement.

Built for home-service owner-operators who want institutional finance, legal, marketing, people, and operating support, without a generic SaaS wrapper.

01 · Finances

CFO + CPA depth for the business you run.

CFO review of financials with clear tracking recommendations
CPA deep-dive of current and prior years, plus quarterly planning
Payroll and compensation-package review
Strategy for growth and a future exit

02 · Legal

Structure and contracts that protect the operator.

Entity-structure review and feedback
Contract review: insurance, contractors vs. employees, content
Service agreements and liability waivers
Open claims, risk exposure, and ongoing guidance

Not your attorney. VBG provides access to counsel who can advise next steps if representation is required.

03 · Marketing Agency

Demand generation connected to your CRM.

Meta and Google Ads structure, setup, and provisioning via R&R Development
Go High Level sub-account for the client
Website rebuild connected to marketing tools
Conversion tracking and biweekly sales & marketing consulting

04 · People / Operations

Leadership and structure so the shop can scale.

Compensation-plan review and design
Corporate structure and strategy
Leadership development
Recruiting advisory vs. talent development, scoped to stage

05 · Industry Best Practices

Operator standards from the field.

Business analysis with an actionable advisory report
Customer-service standards, training, and culture
Organization design and inefficiency identification
SOPs so the shop can run without the owner in every seat

06 · Technology Platform

Full customer journey. Built by operators.

Leads, communications, appointments, sales, estimates, billing, contracts, job flow
Five-star reviews and referrals made operationally simple
Financial dashboard designed with VBG’s CFO/CPA partners
Agentic support only where it belongs in the workflow

In development now. Live target: December 2026. Built by experienced operators, not an AI-first product.

07 · Painless Onboarding

Human onboarding. Not a chatbot.

Private onboarding portal for Q&A and document submission
Scheduling of 1:1 meetings with VBG specialists
A dedicated human onboarding specialist
Clear expectations from day one of the 12-month term

What the year builds

Professionalize. Increase profit.

Professionalize the business

Systems, processes, leadership structure, reporting, and operating discipline.

Increase profitability

Improve economics so the owner generates more cash flow and enterprise value.

How it works

From signing to operating cadence.

A clear path. Human specialists. No mystery process.

Sign the partnership

A 12-month operating agreement. Welcome call. Expectations set.

Open the portal

Secure onboarding home for documents, Q&A, and scheduling.

Specialist 1:1s

Direct sessions across finance, legal, people, marketing, and tech.

Operating support

Phase 1 plan delivered. Monthly check-ins. Quarterly strategy & targets.

Month 12

Partnership conversation: continue, scale, or prepare an exit path.

Month one

Assessment to action plan.

Specialists translate your current reality into prioritized actions, owners, and a cadence you can run.

Finance and tax intake
People & operations working session
Legal & risk review
Marketing quick wins and sales playbook
Tech onboarding and portal use

Ongoing

A rhythm that sticks.

Monthly ownership of issues. Quarterly data review, team meeting, updated strategies, and renewed targets.

Book a Fit Call

12 months

All areas included in one partnership.

After month 12, we talk about what comes next: continued partnership, scaling, or exit prep.

Book a Fit Call How it works