The Full Guarantee
We Guarantee the Result. Not Just the Work.
If we cannot identify collective measurable value that exceeds your investment — we return the fee in full. No conditions. No fine print. No negotiation.
This guarantee exists because we only take engagements where we are confident the value is there to find. The audit is designed to surface it. If it doesn't, you don't pay.
How Results Are Built
A structured 4-phase process from audit to ongoing value creation.
Strategic Value Audit
Tax overpayment analysis. ValueBuilder assessment. PREScore baseline. You leave with a clear picture of where you stand and what it's costing you — backed by the guarantee.
12-Month Value Roadmap
Every gap prioritized. Every specialist aligned. One charted course built around your specific business, timeline, and exit objective.
Quarterly Sprint Execution
StrateZen Cadence drives 90-day sprints. Weekly accountability. Every commitment tracked against the roadmap. Results documented in your Combined Value Report.
Ongoing Value Reporting
Your Combined Value Report is updated every touchpoint. You always know what's been done, what it produced, and what's next.
What Clients Say
From tax savings on day one to long-term value transformation.
We recovered $67,000 in the prior year that was just being handed over to the IRS. That alone paid for years of partnership.
They came in to review our taxes and within 90 days had completely changed how I think about my business. The savings were real — but the strategy behind it was the game changer.
"StrateZen brought clarity and structure. We now have confidence in our direction and peace of mind about the future."
"StrateZen is the first team that actually sits in the business with me — thinking about where we are going, not just where we have been."
"The advisory team combined CFO discipline with pragmatic execution — a rare mix that improved our decision-making and seller readiness."
"Dan's diligence and ability to juggle multiple projects is unlike any I have seen before. Any organization would be lucky to have StrateZen as part of their team."
About the Guarantee
Common questions answered plainly.
What exactly does the performance guarantee cover?
If we cannot identify measurable value improvements that collectively exceed your investment — through tax savings, enterprise value increases, risk reduction, or documented outcomes — we return the fee in full. No exceptions. No fine print.
What counts as 'measurable value'?
Tax overpayments identified and recovered. Documented enterprise value increases from ValueBuilder tracking. Risk exposures identified and mitigated. Operational improvements with measurable revenue or margin impact. We define this clearly at the start of every engagement.
How quickly do results appear?
Most clients identify a tax finding within 30–90 days that alone exceeds the audit fee. Enterprise value improvements are tracked quarterly and documented. The guarantee applies to the cumulative engagement, not a single deliverable.
What if we're mid-year and don't have full financial data yet?
We start with what's available. The audit is designed to work with your current financials, and our tax analysis often surfaces prior-year corrections that don't depend on current year data at all.
Is the audit a one-time engagement or a commitment to ongoing services?
The Strategic Value Audit stands alone. It is a complete deliverable on its own — you get the findings, the roadmap, and the guarantee whether or not you continue. Most clients continue because the value is clear.
What does 'enterprise value increase' actually look like?
It looks like a business that scores higher on the 8 ValueBuilder drivers — reduced owner dependency, improved recurring revenue, stronger financial documentation, more defensible market position. These aren't opinions. They're tracked, scored, and documented every quarter.
Your results start with one conversation.
A focused 45-minute strategy session. No sales pitch.
If we don't identify value that exceeds your investment, you pay nothing.
Schedule Your Strategy Call →