Advisory Services for Owner-Led Businesses
Done-with-you and done-for-you engagements that install the OWNABLE OS and manage the equity of established SMBs doing $500K–$5M.
Find the right engagement now
Answer the question below. Each branch routes to the engagement that eliminates the biggest cost in your business today.
How the engagements connect
Every service targets a specific Hidden Tax. LTEM Advisory is the coordinator — under it, you can layer in any combination. Most clients start with the Financial Engine (Bookkeeping & Fractional CFO) because clean books are the foundation everything else measures from.
The Readiness suite (Capital, Exit, Transferability, Quality of Earnings) has a defined endpoint; LTEM Advisory, the Financial Engine, and Cap Table Management are continuous. AI Readiness and ProfitFlow Design are install-then-monitor engagements.
- LTEM Advisory →
The umbrella engagement — managing your ownership as a long-term position.
- Bookkeeping & Fractional CFO →
The Financial Engine, run for you.
- Cap Table Management →
Knowing and managing who owns what, and what it's worth.
- ProfitFlow Design →
Designing the operational flows that produce owner-independent throughput.
- AI Readiness →
Preparing the business to be run with AI agents.
- Capital Readiness →
Getting fundable on the best possible terms.
- Exit Readiness →
Getting ready for any of the Five Exits, on your timeline.
- Transferability Readiness →
Making the business able to change hands without losing value.
- Quality of Earnings →
Proving your earnings to the standard a buyer or lender demands.
Frequently asked questions
How do I know which advisory service to start with?+
Use the service-selector above — it routes by your most pressing need. Most clients also take the free OWNABLE Assessment first, which scores the Five Hidden Taxes in real dollars and surfaces the highest-leverage engagement.
Can I engage more than one service at once?+
Yes. LTEM Advisory coordinates all others under one equity plan. Bookkeeping & Fractional CFO is often the first to launch because clean books are the foundation everything else runs on.
What size businesses do you work with?+
Established owner-led businesses with $500K–$5M in revenue — past survival mode, not yet fully systemized. The decisive single owner is our most common client.
Are these done-for-you or done-with-you?+
Both, depending on the service. Bookkeeping is done-for-you. LTEM Advisory is done-with-you. All engagements are run by Bootstrapper Capital senior staff and certified OWNABLE Integrators.
How long do engagements run?+
The Readiness suite has a defined scope (typically 90 days to 6 months). LTEM Advisory and the Financial Engine services are ongoing relationships — we manage your equity continuously.
Not sure where to start? The Assessment will tell you.
The free OWNABLE Assessment scores your Five Hidden Taxes in real dollars and surfaces your highest-leverage first engagement. Takes ten minutes.