LTEM Advisory: Long-Term Equity Management, Done With You
Rather than optimizing a single transaction, LTEM Advisory builds the durability, transferability, and value that let you pull liquidity from profit, debt, and selective exits — without ever being forced to sell.
The problem LTEM Advisory solves
Most owners have no one managing their ownership. They have an accountant for taxes, maybe a broker for an eventual sale, and a lot of advice that points at one exit. No one is treating the equity stake as a position to be protected, financed, and compounded over years. LTEM Advisory fills that gap.
Monthly LTEM cadence — what you actually get each month
The table below shows a representative 12-month cadence and approximate owner time investment per cycle. This is the proprietary rhythm that keeps your equity position advancing continuously.
Equity Review (Monthly) Owner-earnings trend, TEV baseline update, top 3 equity moves for next 30 days | 60 min |
Cap Table Snapshot (Monthly) Ownership %, any SAFERR activity, model updated to reflect actual | 15 min |
Capital Plan Review (Monthly) Debt-service coverage, covenant status, MSD distribution check | 30 min |
ProfitFlow Scorecard (Monthly) Throughput metrics vs. target, delegation completion rate, AI-agent uptime | 20 min |
Long-Term Equity Review — LTER (Quarterly) Full TEV rescore, Hidden Tax recount in dollars, next-quarter equity plan | 2 hr |
Exit Option Review (Quarterly) Five Exits status, readiness scores updated, any new opportunities surfaced | 45 min |
Annual Equity Plan (Annual) 12-month liquidity target, capital events, succession benchmarks | Half day |
| Total owner time per year (approx.) | ~60 hrs |
90-day onboarding timeline
Every LTEM Advisory engagement opens with a structured 90-day install. This is the fastest path from undocumented equity to a managed, measurable position.
- Week 1–2OWNABLE Assessment & Equity BaselineScore the Five Hidden Taxes in real dollars. Set transferable enterprise value (TEV) baseline. Map all four engines.
- Week 3–6Financial Engine InstallBookkeeping re-mapped to OWNABLE chart of accounts. Owner-earnings dashboard live. Ten-day monthly close established.
- Week 5–8ProfitFlow & Cap Table FoundationCritical flows documented. Cap table reconciled and cleaned. Maximum Sustainable Distribution sized.
- Week 7–10Capital ArchitectureLender-readiness gaps identified. Capital path chosen (SBA / SAFERR / line). Capital memo drafted.
- Week 9–12OWNABLE Cadence LiveWeekly retrospective, monthly close-out, quarterly LTER scheduled and running. Equity position now actively managed.
- Day 90+Ongoing LTEM EngagementMonthly cadence running. Readiness services layered in as the equity plan calls for them.
What LTEM Advisory coordinates
- Bookkeeping & Fractional CFO — the Financial Engine, run continuously.
- Cap Table Management — ownership always current and scenario-modeled.
- ProfitFlow Design — operations producing owner-independent throughput.
- Capital Readiness — fundable on the best terms, always.
- Exit & Transferability Readiness — every exit preserved, none forced.
- Bookkeeping & Fractional CFO →
First engine launched under LTEM — clean books are the foundation.
- Capital Readiness →
Getting fundable is the second major equity lever.
- Exit Readiness →
LTEM preserves all five exits — Exit Readiness builds toward the chosen one.
Frequently asked questions
What is LTEM Advisory?+
LTEM Advisory is a senior engagement in which Bootstrapper Capital manages a business's equity as a long-term position — building durability, transferability, and value and producing liquidity without forcing a sale.
How is it different from exit planning or a business broker?+
Exit planning and brokers prepare for one transaction. LTEM Advisory manages your ownership continuously and treats a sale as one option among the Five Exits, not the goal.
Who delivers LTEM Advisory?+
Bootstrapper Capital's senior team and certified OWNABLE Integrators.
Who is LTEM Advisory for?+
Owner-led businesses between $1M and $5M in revenue with a single decisive owner who wants liquidity and control. Not a fit for pre-revenue startups or businesses already in distress.
How is LTEM Advisory priced?+
A fixed monthly retainer plus a long-term equity participation aligned to growth in transferable enterprise value. We are paid to make your equity worth more — not to bill hours.
What does the OWNABLE Cadence look like?+
Weekly retrospective, monthly close-out, quarterly Long-Term Equity Review, and annual plan — run with you so the system stays installed and the equity position keeps improving.
How long does an LTEM Advisory engagement last?+
LTEM Advisory is an ongoing relationship. Most clients engage for two to five years — the same horizon as a long-term equity position. Engagements run in 90-day waves.
Exit ready is capital ready.
The free OWNABLE Assessment takes about ten minutes and scores your Five Hidden Taxes in real dollars.