40 STRATEGY™

For CEOs who need clarity and momentum.

40 Strategy™ integrates strategy, finance, and execution, so your business accelerates value from day one.

Loved by 100+ Small Business Owners

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Strategic Planning

Financial Clarity

Execution Support

Team Alignment

The plan you need, with the partner to execute it.

The 40 Plan™ is a 12-month strategic partnership that integrates strategy, finance, and execution with weekly accountability and a guaranteed 3x ROI.

Strategic Clarity

A clear, actionable plan built around your goals. One-page strategy, defined priorities, and quarterly reviews to keep you on track.

Financial Oversight

CFO-level insight without the full-time cost. Clean numbers, real KPIs, and financials that actually inform decisions.

Carl set us up for success. The 40 Strategy Growth Workshop™ is by far, the best I have ever attended.

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white concrete building under blue sky during daytime

a man smiles as he works on a piece of wood

Strategic Planning

Get a clear, actionable plan that your entire team can rally around. No more guessing what to focus on, just a roadmap built on real priorities and measurable goals.

including:

One-page strategic plan with defined priorities

Quarterly goals aligned to long-term vision

Built for execution, not a shelf

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Financial Clarity

Stop flying blind. 40 Strategy™ brings CFO-level insight to your business, so you always know where you stand and where you're headed.

including:

Clean books and real-time visibility

KPIs that actually matter

Financials synced with your strategy

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Days to full financial clarity

Minimum ROI for 40 Plan clients

100+

CEOs supported

"Finally, a partner who connects the financials to the strategy."

Meet our Customers

Execution Support

Plans mean nothing without follow-through. 40 Strategy™ stays in the trenches with you: weekly check-ins, 10-week sprints, and real accountability.

including:

Weekly execution calls

10-week sprint structure

Progress tracking and roadblock removal

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Young man in a green hoodie holding a yellow phone while seated at a table with a tablet.

Goals aligned

Financials clear

Plan executed

Goals aligned

Financials clear

Plan executed

Team Alignment

Get everyone moving in the same direction. 40 Strategy™ helps you align leadership, clarify ownership, and build a team that executes.

including:

Shared goals and clear accountability

Leadership alignment sessions

Communication frameworks that stick

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common questions

We’re here to answer your
questions.

40 Strategy works with you, learns your business, and gives you exactly what you need to move forward.

How It Works

Getting Started

Approach & Fit

What's included in the 40 Plan?

The 40 Plan includes weekly strategy calls, financial system oversight, team alignment support, and quarterly strategic reviews. It's a full partnership—not just advice.

How do you integrate strategy with finance?

Every strategic decision is grounded in your numbers. We connect your goals to your financials so your plan is realistic, fundable, and trackable.

How does the weekly accountability work?

We meet with you weekly to review progress, remove roadblocks, and keep execution on track. Every 10 weeks, we complete a sprint cycle and reset priorities for the next phase.

What happens between calls?

You'll have clear action items, access to our frameworks and tools, and direct communication with your advisor. We're in your corner all week—not just on calls.

What does a typical engagement look like?

It depends on your path. The 40 Plan is a 12-month strategic partnership with weekly touchpoints. The Workshop is a 2-day intensive. The Cohort is ongoing weekly coaching. All are built around clarity and execution.

How do you track progress?

We use 10-week sprints with clear milestones, KPIs tied to your strategic plan, and weekly check-ins to measure what matters—not just activity, but outcomes.

Do you work with my existing team?

Yes. We align with your leadership team, help clarify roles and ownership, and make sure everyone is executing against the same plan.

What happens in the first 90 days?

We diagnose your gaps, build your strategic plan, and get your financials clear. By day 90, you'll have full visibility and a roadmap you can execute on.

How do I know which offer is right for me?

Book a call and we'll help you figure it out. Whether it's the 40-Hour Fix, the Cohort, the Workshop, or the 40 Plan—we'll match you to the right path for your stage.

What do I need to prepare before we start?

Not much. Just bring your financials, your goals, and your honest assessment of where you're stuck. We'll handle the rest.

How quickly can we get started?

Most clients kick off within 1–2 weeks of signing. We move fast because you're already behind on clarity.

Is there a contract or commitment?

The 40 Plan is a 12-month engagement. The Cohort is month-to-month. The Workshop is a one-time event. We'll recommend what fits your situation.

What if I'm not sure I'm ready?

That's exactly why the call exists. We'll talk through where you are, where you want to go, and whether now is the right time. No pressure.

Can I start with something small before committing?

Yes. The 40-Hour Fix and the Cohort are designed as lower-commitment entry points. You can always upgrade as you're ready.

What size companies do you work with?

We work with growth-minded CEOs of companies between $400K and $40M in revenue—spanning Emerging, Growth, Scale, and Enterprise stages.

How is this different from traditional consulting?

We don't deliver reports and disappear. We integrate strategy, finance, and execution into one partnership—and we stay in the trenches with you weekly.

Is 40 Strategy right for my industry?

We're industry-agnostic. If you're a CEO who wants clarity, accountability, and a real plan to accelerate value—we can help.

How hands-on is Carl in the process?

Very. Carl is directly involved in 40 Plan engagements and leads the Workshops and Cohort calls. You're not handed off to a junior team.

What makes 40 Strategy different from a coach or a CPA?

Most coaches don't understand finance. Most CPAs don't think strategically. We combine both—plus execution support—so nothing falls through the cracks.

Do you only focus on exit planning?

No. We help you build a business that's valuable whether you sell or not. We call it the "oil well" model—an asset that pays you either way.

What if I've been burned by consultants before?

We get it. That's why we guarantee ROI, meet with you weekly, and tie our success to your results. No reports that gather dust. Just real progress.

How It Works

Getting Started

Approach & Fit

What's included in the 40 Plan?

The 40 Plan includes weekly strategy calls, financial system oversight, team alignment support, and quarterly strategic reviews. It's a full partnership—not just advice.

How do you integrate strategy with finance?

Every strategic decision is grounded in your numbers. We connect your goals to your financials so your plan is realistic, fundable, and trackable.

How does the weekly accountability work?

We meet with you weekly to review progress, remove roadblocks, and keep execution on track. Every 10 weeks, we complete a sprint cycle and reset priorities for the next phase.

What happens between calls?

You'll have clear action items, access to our frameworks and tools, and direct communication with your advisor. We're in your corner all week—not just on calls.

What does a typical engagement look like?

How do you track progress?

We use 10-week sprints with clear milestones, KPIs tied to your strategic plan, and weekly check-ins to measure what matters—not just activity, but outcomes.

Do you work with my existing team?

Yes. We align with your leadership team, help clarify roles and ownership, and make sure everyone is executing against the same plan.

What happens in the first 90 days?

We diagnose your gaps, build your strategic plan, and get your financials clear. By day 90, you'll have full visibility and a roadmap you can execute on.

How do I know which offer is right for me?

Book a call and we'll help you figure it out. Whether it's the 40-Hour Fix, the Cohort, the Workshop, or the 40 Plan—we'll match you to the right path for your stage.

What do I need to prepare before we start?

Not much. Just bring your financials, your goals, and your honest assessment of where you're stuck. We'll handle the rest.

How quickly can we get started?

Most clients kick off within 1–2 weeks of signing. We move fast because you're already behind on clarity.

Is there a contract or commitment?

The 40 Plan is a 12-month engagement. The Cohort is month-to-month. The Workshop is a one-time event. We'll recommend what fits your situation.

What if I'm not sure I'm ready?

That's exactly why the call exists. We'll talk through where you are, where you want to go, and whether now is the right time. No pressure.

Can I start with something small before committing?

Yes. The 40-Hour Fix and the Cohort are designed as lower-commitment entry points. You can always upgrade as you're ready.

What size companies do you work with?

We work with growth-minded CEOs of companies between $400K and $40M in revenue—spanning Emerging, Growth, Scale, and Enterprise stages.

How is this different from traditional consulting?

We don't deliver reports and disappear. We integrate strategy, finance, and execution into one partnership—and we stay in the trenches with you weekly.

Is 40 Strategy right for my industry?

We're industry-agnostic. If you're a CEO who wants clarity, accountability, and a real plan to accelerate value—we can help.

How hands-on is Carl in the process?

Very. Carl is directly involved in 40 Plan engagements and leads the Workshops and Cohort calls. You're not handed off to a junior team.

What makes 40 Strategy different from a coach or a CPA?

Most coaches don't understand finance. Most CPAs don't think strategically. We combine both—plus execution support—so nothing falls through the cracks.

Do you only focus on exit planning?

No. We help you build a business that's valuable whether you sell or not. We call it the "oil well" model—an asset that pays you either way.

What if I've been burned by consultants before?

We get it. That's why we guarantee ROI, meet with you weekly, and tie our success to your results. No reports that gather dust. Just real progress.

a man standing in front of a glass display

Carl has a unique ability to help his clients refine big picture, audacious goals and to execute on them, with bite-sized simple steps.

Karen Anderson

Owner, Navarra Gardens

Karen Anderson

Owner, Navarra Gardens

Meet our Customers

For CEOs who need clarity and momentum.

The plan you need, with the partner to execute it.

Carl set us up for success. The 40 Strategy Growth Workshop™ is by far, the best I have ever attended.

Strategic Planning

Financial Clarity

Execution Support

Team Alignment

We’re here to answer your questions.

Carl has a unique ability to help his clients refine big picture, audacious goals and to execute on them, with bite-sized simple steps.

Carl has a unique ability to help his clients refine big picture, audacious goals and to execute on them, with bite-sized simple steps.

We’re here to answer your
questions.