Investment Overview

The Tamarisk Method

The First System

Clarity

CLARITY is a seven-session diagnostic process. We're not fixing anything yet — we're seeing the business as it truly operates. Where value is being created, where risk is living, and how dependent the business really is on the owner. At the end of CLARITY, you'll have a complete, objective picture of your business — probably for the first time.

CLARITY reveals the business you have. FOUNDATION builds the business that lasts. Legacy is what remains.

The Second System

Foundation

FOUNDATION is a ten-session, twelve-month engagement. This is where everything CLARITY reveals gets built into the actual structure of the business.

What the full engagement Delivers

  • Financial Reality Report + Business Valuation
  • CliftonStrengths 34 Assessment Results
  • Leadership Alignment Report
  • Asset Strength Map
  • Risk Reduction Framework
  • Intentional Design Blueprint
  • Transferability Readiness Assessment
  • Legacy Alignment Plan
  • Business Value Snapshot + Financial Reality Report
  • Owner Objectives and Outcomes Blueprint
  • Risk Profile and Deal-Breaker Assessment
  • Operational Independence Map
  • Leadership and Continuity Plan
  • Value Acceleration Roadmap
  • Transition Pathways Framework
  • Execution Scorecard and Governance Rhythm
  • Owner Readiness and Transition Confidence Assessment
  • Next-Chapter Continuity Plan

Investment

Your path forward

Full Program

Clarity + Foundation

Complete 15-month engagement

Initial payment at signing

$5,000

14 subsequent monthly payments

$5,000 / month

After 15 monthly payments, your investment for the full program is complete, regardless of your pace through it. This means that we will continue to work with you to complete the program even if it takes you longer than 15 months.

CLARITY Only

Start with the diagnostic

Initial payment at signing

$10,000


At 30 days

$10,000

Foundation

After completing CLARITY

Initial payment at signing

$5,000


Monthly (11 months)

$5,000 / month

CLARITY must be completed before beginning FOUNDATION.

The first step is a conversation.

The conversation begins whenever you're ready. There's no pressure and no timeline but yours.