the 40 plan™

Strategy, finance, and execution. One partner.

The premium done-with-you partnership that transforms your role. Double your enterprise value in 24-36 months and build a true "oil well" that provides lifelong cash flow.

We help CEOs of small businesses build companies that scale, profit, and thrive—without being in weeds..

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Rated 5/5 from 100+ Small Businesses

Advisory redefined

Stop running the business. Start owning it.

The 40 Plan is for the CEO ready to transition from stressed-out operator to strategic shareholder, with Carl as a fractional partner in strategy, finance, and execution.

1 YR

Strategic Partnership

A full year of strategy development, execution management, and financial oversight.

1 YR

Strategic Partnership

A full year of strategy development, execution management, and financial oversight.

3x ROI

Within 12 Months

We guarantee a minimum 3x return on our fee in increased profitability or enterprise value within 24 months, or we work for free until you do.

3x ROI

Within 12 Months

We guarantee a minimum 3x return on our fee in increased profitability or enterprise value within 24 months, or we work for free until you do.

2x–7x

Enterprise Value Growth

The track record Carl brings from scaling 10 organizations across 4 continents.

2x–7x

Enterprise Value Growth

The track record Carl brings from scaling 10 organizations across 4 continents.

This is what happens when you get a real partner.

Most advisors give you a plan and disappear. Carl becomes your fractional partner, bringing 30+ years of experience and a track record of 7x growth. We're not just advisors. We're partners in execution.

Strategy Development

Build a clear, one-page strategic plan with defined goals, priorities, and quarterly sprints that your whole team can rally around.

Execution Management

Weekly sprint meetings, progress tracking, and roadblock removal. We run the system so you can focus on leading.

Everything included in the 40 Plan™

This is the premium partnership for CEOs of $1M–$40M+ companies who are serious about transformation.

Book a Call

12-Month Strategic Partnership

A full year of strategy development, execution management, and financial oversight. Weekly sprint meetings and quarterly strategic reviews.

Full Financial System Overhaul

We clean up your books, establish clear KPIs, and build a forward-looking financial model for your business.

Full Financial System Overhaul

We clean up your books, establish clear KPIs, and build a forward-looking financial model for your business.

Team Assessment & Alignment

We assess your leadership team and help you get the right people in the right seats.

Team Assessment & Alignment

We assess your leadership team and help you get the right people in the right seats.

Weekly Sprint Meetings

Consistent check-ins to track progress, remove roadblocks, and keep momentum building.

Quarterly Strategic Reviews

Step back every 90 days to assess progress, recalibrate priorities, and plan the next sprint.

Quarterly Strategic Reviews

Step back every 90 days to assess progress, recalibrate priorities, and plan the next sprint.

Two Workshop Tickets Included

Bring your key leaders to the 40 Strategy Growth Workshop for full strategic alignment.

Two Workshop Tickets Included

Bring your key leaders to the 40 Strategy Growth Workshop for full strategic alignment.

“There is simply no substitute for 40 Strategy.”
“We’ve replaced three other advisors with 40 Strategy.”
100% Real Reviews
“40 Strategy has changed our business.”
“We couldn't be happier with the results from 40 Strategy.”
97% Recommend

“There is simply no substitute for 40 Strategy.”
“We’ve replaced three other advisors with 40 Strategy.”
100% Real Reviews
“40 Strategy has changed our business.”
“We couldn't be happier with the results from 40 Strategy.”
97% Recommend

“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend
“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend
“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend
“We couldn't be happier with the results from 40 Strategy.”
“40 Strategy has changed our business.”
100% Real Reviews
“We’ve replaced three other advisors with 40 Strategy.”
“There is simply no substitute for 40 Strategy.”
97% Recommend

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customer success

“We actually get results with 40 Strategy.”

Watch video (3:49)

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customer success

“40 Strategy has transformed our entire approach to growth.”

Watch Video (4:20)

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customer success

“There is simply no substitute for what 40 Strategy does.”

Watch video (4:11)

customer success

“40 Strategy has transformed our entire approach to growth.”

Watch Video (4:20)

customer success

“40 Strategy has transformed our entire approach to growth.”

Watch Video (4:20)

Plans that scale for businesses at every stage.

From startups to enterprise, 40 Strategy™ has flexible pricing to fit every stage of growth.

Monthly

Yearly

Essentials

For CEOs of $400K–$4M companies ready to get clear and get moving.

$1,997

/Month

Everything in Growth

Bi-weekly 1:1 calls with Carl

On-site quarterly planning sessions

Full team assessment

Exit readiness & valuation planning

Two Workshop tickets included

Man in a sweater smiling with arms crossed while standing by a wooden wall.

JOIN 40 FORWARD™

Build what's next, with a community that's already moving.

Join a cohort of growth-minded CEOs who are done going it alone. If you're ambitious, action-oriented, and ready to accelerate your business value, you'll fit right in.

Join a Cohort

JOIN 40 FORWARD™

Build what's next, with a community that's already moving.

Join a cohort of growth-minded CEOs who are done going it alone. If you're ambitious, action-oriented, and ready to accelerate your business value, you'll fit right in.

Join a Cohort

Stop running the business. Start owning it.

This is what happens when you get a real partner.

Everything included in the 40 Plan™

100% Real Reviews

97% Recommend

100% Real Reviews

97% Recommend

100% Real Reviews

97% Recommend

100% Real Reviews

97% Recommend

“We actually get results with 40 Strategy.”

“40 Strategy has transformed our entire approach to growth.”

“There is simply no substitute for what 40 Strategy does.”

“40 Strategy has transformed our entire approach to growth.”

“40 Strategy has transformed our entire approach to growth.”

Plans that scale for businesses at every stage.

Essentials

$1,997

Choose this plan

Growth

$3,997

Choose this plan

Enterprise

Talk to Sales

Choose this plan

Essentials

$1,997

Choose this plan

Growth

$3,997

Choose this plan

Enterprise

Talk to Sales

Choose this plan

Build what's next, with a community that's already moving.

Build what's next, with a community that's already moving.