Private Advisory
I take on two businesses at a time. $5-10M, ready for the next stage of growth.
Systems and AI built to carry the business, so it stops running through you.
Both spots are usually taken. If they are, you'll join the waitlist.
Most of my week goes to SYSTEMology and systemHUB, plus the books and the speaking. That's how the method reaches thousands of businesses.
Private Advisory is the one place I work inside a single business, personally, start to finish. Doing that properly takes real time and attention. Two is the most I can take on without short-changing anyone.
When a spot opens, we go to the waitlist first.
“SYSTEMology is a must for any business owner and their leadership team. Powerful, practical, and simple.”
“Systems aren’t sexy. But freedom is. This book gives you the step-by-step to get both.”
“David takes over where Michael E. Gerber left off.”
I set the direction. My SYSTEMologists and AI team do the work alongside you. It's the SYSTEMology method, run at board level.
Your Critical Client Flow, from first contact to repeat client.
The handful that carry the business, and the ones we deliberately leave alone.
Your Systems Champion, so it keeps going when I'm not in the room.
Once a process is written down, AI has something solid to run on. We rank the opportunities, build the best ones and tell you what to skip.
Whether the goal is freedom, scale or an exit, the business runs on systems instead of on you.
Investment
From US$10,000/month
12-month engagement. The final figure depends on the size of the business and how much build work sits underneath.
Who does what
Me, personally: strategy, every advisory session, the strategy days, the calls on what to build and what to skip.
My team: mapping, documentation, systemHUB setup and AI builds, all on the same method and checked by me.
Apply for a Spot →
“You’ve altered the shape of business forever.”
Michael E. Gerber, author of The E-Myth Revisited
Allied health · ~40 staff
Renee and Matt Kelly made a junior team member their Systems Champion and stepped back from daily operations. The business was later acquired, and the buyer didn't need Renee locked in, because the systems carried it.
Read the story →Accounting & advisory · 20+ team
Shannon Smit was working 70-hour weeks with the firm's knowledge in her head. Process first, then AI: her first AI bot saves more than 1,000 hours a year.
Read the story →E-commerce · 40 → 150 staff
The team grew from about 40 people to 150, and the old way of working cracked. They hired a full-time Systems Champion, started with the Critical Client Flow and made systems the safety net for growth.
Watch the story →These businesses used the SYSTEMology method through our programs. Private Advisory is the same method with me directly involved.
In their own words
Four minutes of business owners talking about what changed once the systems were in place.
See every case study & interview →My team reviews every application first, then I look at the ones that fit. If it's not the right fit, I'll tell you, and point you to what is.