The First 90: Structure from Day One
The First 90 is PJP Business Advisors' structured engagement entry point — a ninety-day assessment and foundation-building program that applies to every new client engagement, regardless of client type.
The first ninety days of any new advisory relationship are the most consequential. They are the period when the real constraints on the business get surfaced, when trust gets established, when quick wins get identified, and when the foundation for everything that follows gets built. Pat does his most intensive work in this window — and the program is priced to reflect that.
The content of each First 90 engagement differs by client type. The structure, the rigor, and the commitment are consistent across all three.
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For Founders
A structured ninety-day engagement designed to assess the business, identify the real constraints on growth, and install the initial operating infrastructure required to scale.
Comprehensive SWOT analysis, financial review, owner profile, and operational assessment.
Operating system installation — three-year growth plan, one-year goal, quarterly priorities, an eventual weekly cadence.
Initial KPI dashboard and accountability framework.
First-year operating plan with defined priorities, owners, and milestones.
For ETA Professionals
A structured ninety-day program for professionals who have recently acquired a business and need an experienced operator beside them through the most critical period of new ownership.
Weeks one and two: Comprehensive operational and financial assessment. Leadership team evaluation. Immediate risk identification and quick-win mapping.
Weeks three and four: Leadership alignment. Operating cadence establishment. Initial KPI identification and baseline measurement.
Month two: Operating system installation. Accountability framework and KPI dashboard. Sales and production system assessment.
Month three: Execution against ninety-day priorities. Development of full first-year operating plan. Transition planning for ongoing support or independent operation.
For Family Businesses
A structured ninety-day engagement designed to assess the business, the family dynamics, and the transition readiness of both the outgoing and incoming generation — before any handoff decisions are made.
Business assessment
Operational, financial, and cultural health of the business as it currently exists.
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Leadership assessment
Readiness, capacity, and development needs of the next generation.
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Transition structure
Recommended approach, timeline, and accountability framework for the handoff.
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365-day plan
First-year transition plan with clear milestones for both generations.
What You Have at Day Ninety
A clear view of your business
A clear-eyed assessment of the business — not what you hoped it was, but what it actually is.
A system that drives growth
An operating system tailored to your business, your stage, and your goals.
Leadership with clarity and accountability
A leadership team with clarity, accountability, and direction.
Full visibility into your numbers
A KPI dashboard that tells you how the business is performing in real time.
A clear first-year
roadmap
A first-year plan with defined priorities and milestones.
An operator who gets it done
An operator who knows your business and can continue beside you or step back — depending on what you need.
The first ninety days do not wait. Neither should you.
Every engagement begins with a conversation. If you are not sure which structure makes sense for your situation, a thirty-minute introductory call is the right place to start.