Investment

Two paths. One free call to start either one.

Operations consulting is flat-fee and scoped from what the visit reveals. Opportunity services are flat-fee for the work, with a success premium tied to outcome. Both start with a conversation.

Operations from $5,900
Opportunity from $350
Silent Architect from $5,000 + 2%
First Call Always Free
Jump to: Operations — My Business Opportunity — Deal Services

Path One

Operations — My business needs to run without me.

Flat fee. Two days onsite. Six deliverables. Everything in your head pulled out and built into something your business can run on without you.

Why This Price

What $5,900 actually gets you

Two days of time at your location. Pre-visit prep. Six deliverable components. Seven business days of focused documentation work after the visit. A follow-up call two weeks later. Everything written clearly enough that someone who wasn't there can use it.

That's not an afternoon of advice. That's a complete operational foundation your business didn't have before the visit.

"If you have to be there for it to run, it's not a business — it's an extension of you."

The first conversation is always free. If it's not the right fit, that gets said straight and your time isn't wasted.

The Clarity Visit

Operations Diagnostic + SOP Foundation

$5,900

Flat rate · 7 business day delivery · You own everything

  • Free 30-minute diagnostic call
  • Two days onsite at your location
  • Operations Map — core processes documented
  • Tribal Knowledge Capture — unwritten rules on paper
  • Fragility Report — where one bad week breaks things
  • Priority Action Plan — 3 to 5 things, in order
  • Infrastructure Recommendations with cost estimates
  • Follow-up call two weeks after delivery
Pay Deposit — QuickBooks Start with the Free Call First

Prefer to talk first? Call or text (228) 235-6458
Payments processed securely via QuickBooks

The Full Picture

We don't just document your business. We build the version that runs without you.

The Clarity Visit is where everyone starts. What comes after depends on what we find — and how far you want to go. Each step requires the one before it.

01
Start Here — Everyone Does
Operational Clarity Visit
$5,900 flat fee
Two days onsite. Six deliverables. Everything in your head pulled out, documented, and handed back in a form your business can actually use.
Operations Map Tribal Knowledge Fragility Report Action Plan Infrastructure Recs Follow-Up Call
02
Requires Step 1 · Scoped from Action Plan
The Build
From $8,000 custom scoped
The recommendations become reality. Ecommerce systems, delivery infrastructure, digital backbone, staff training materials — built from your Action Plan. No guessing, no bloat.
Ecommerce + Ordering Delivery + Logistics Staff Training Digital Backbone
03
Requires Steps 1 & 2 · Custom Quote
Training Video Library
Custom Quote scoped per role
Your systems turned into a video library your team can actually use. Role-specific training videos built from your documented processes. New employees onboard themselves.
Role-Specific Videos Self-Onboarding Process Library Tool Handoff Videos

This Works If You Recognize Yourself

  • Owner-operators with 3–30 employees in any industry
  • At least 3 years in business with established patterns
  • Thinking about growth, a second location, or eventually selling
  • Willing to let someone watch how things actually work
  • Done being the answer to every question in the building
  • Ready to build something that runs without you in the room

This Isn't a Good Fit If

  • Your business is already fully systematized
  • You want someone to tell you what to do without doing the work
  • You're not willing to have your operation documented
  • You're in your first year of business
  • You're looking for a quick fix or magic software

Context

How this compares to the alternatives

Option Cost What you actually get
Hoag Systems Clarity Visit $5,900 flat Two days onsite, six deliverables, 7 business day delivery, follow-up call. You own everything.
EOS Implementer $2,000–$3,500/day + ongoing Framework implementation with a retainer. Built for companies with leadership teams, not owner-operators.
Management Consulting Firm $5,000–$15,000+ A deck of recommendations. Usually no implementation. Usually no follow-up.
Fractional COO $3,000–$8,000/month Ongoing involvement. Good for companies ready to implement at scale. Overkill for phase one.
Doing it yourself Your time × your hourly value It's been on your list for three years. That's the answer.

Path Two

Opportunity — Deal services for investors who need the deal found or closed.

Two ways to engage. Track A is flat-fee services — bring your deal, Hoag helps you close it. Track B is Silent Architect — Hoag finds and builds the deal, you bring the capital, success fee at outcome.

Track A · You have a deal
Bring the deal. Hoag helps you close it.
Tap any service to see what's included. Start with the fit call — always free.
Find It
01
Fit Call
Free
25 minutes. Hoag asks three questions and listens to the answers — how you're shopping, what you're working with, and what you want to be part of. Both sides decide if there's a path worth building. Required before any paid service begins.
02
Opportunity Screen
$350
Hoag reviews what you're looking at — or your market and goals if you haven't found anything yet — and delivers a written brief on whether it's worth pursuing and why. This is the service that replaces the free hour most people try to get on the first call.
Prove It
03
Feasibility + 3 Offer Structures
$2,500
Full analysis of the deal — numbers, creative financing options, conversion potential, path to value. Delivered as three distinct offer strategies built around the deal's actual situation, not just the surface numbers. This is the 8–16 hour bender. It naturally connects to the Offer Package.
Close It — Add as Needed
04
Offer Package
$1,500
LOI language, commercial terms, and paste-ready documents written specifically for your deal — not a template. Built from the feasibility findings. Includes the supporting language that makes a commercial offer credible and structured correctly from first submission.
05
Negotiation Coaching
$500 / week
Every response from the other side gets decoded. Every reply gets written for you to paste. Personality patterns read in real time. You never guess what to say or how to read the room — Hoag is in the thread with you until the deal is under contract.
06
Due Diligence Packet
$1,500
An operational buyer survival guide built for the specific asset — fill-in-the-blank, 8th grade reading level, designed so an out-of-state investor can understand the business before takeover. Referenced in counter-emails so the clock doesn't start until it's returned. Controls the timeline.
07
Contract Review Coaching
$750
Commercial contracts have more structure and more risk than residential. Hoag walks through the contract with you — what matters, what to push back on, what the standard terms actually mean in practice. You sign knowing exactly what you're agreeing to.
or
Track B · Hoag finds the deal
Silent Architect — Hoag builds it. You execute it.

For investors who need the deal originated, structured, and handed to them ready to close. Not an add-on to Track A — a completely different engagement. Hoag identifies the opportunity, builds the entire plan, and stays connected through execution. The success fee comes when the plan works. If it doesn't work, the premium doesn't get paid. That's why Hoag is selective about who gets access.

Deposit
$1,500
Before work begins. Nonrefundable. Applied to flat fee.
Flat Fee at Delivery
$3,500
Full architecture + blueprint. Guaranteed regardless of outcome.
Success Premium
2%
Of independently appraised value after plan execution. Due within 30 days of appraisal. Triggered by refinance, sale, or defined milestone — whichever comes first.
The premium is tied to appraised value — not purchase price, not assignment price. The appraisal can't be manipulated. Hoag only gets the bonus when the plan worked exactly as designed.
Book the Fit Call →

Start with the free call. Decide from there.

30 minutes. Both sides find out if there's a fit. No pitch. No pressure. If it makes sense, you'll know by the end of the call.

Schedule Free Call