Growth Intelligence Architecture™  ·  Engagement Options

Institutional intelligence
for firms ready to
architect their growth.

GIA™ is not consulting. It's a structured diagnostic framework that scores your firm across five architectural pillars — and maps the specific levers that will move your enterprise value.

The Right Fit
Founder-Led Firms
Growth is real. Architecture is fragile.
$300M–$1.5B AUM. You've grown on the strength of your relationships and reputation. GIA™ maps exactly where the firm is structurally dependent on you — and builds the systems to change that before it limits enterprise value.
Plateaued Firms
Strong firm. Stalled organic growth.
$500M–$2B AUM. The firm is good. Growth has slowed. Most operators assume it's a marketing problem. GIA™ finds the real constraint — usually in economic design, distribution infrastructure, or organizational incentives.
Pre-Transaction
Optimizing for enterprise value.
3–7 year horizon to recap, succession, or institutional path. Enterprise value is the metric that matters. A GIA™ engagement surfaces the architectural gaps that compress your multiple — and maps the roadmap to close them before the market sees your firm.
The GIA™ Methodology

Five pillars.
One complete architecture score.

01
Economic Design
Revenue concentration risk, profitability per client segment, advisor production vs compensation, client lifetime value, margin sensitivity. Output: Economic Efficiency Score.
02
Client Architecture
Segmentation quality, ideal client clarity, cross-sell penetration, tax alpha capture, complexity monetization. Output: Client Monetization Score.
03
Distribution Infrastructure
Referral velocity, channel diversification, marketing ROI per source, strategic partnerships, recruiting as a distribution lever. Output: Distribution Resilience Score.
04
Organizational Structure
Incentive alignment, equity clarity, founder bottlenecks, CRM maturity, leadership redundancy. Output: Operational Scalability Score.
05
Brand & Narrative Positioning
Market differentiation, category ownership, pricing power perception, ideal client narrative, digital presence authority. Output: Positioning Score.
Engagement Options

Three tiers.
One architecture.
You choose the depth.

Every engagement begins with the GIA™ diagnostic. From there, the right tier depends on where your firm is, what you're building toward, and how embedded you want the intelligence to be.

Pricing is not displayed here. The investment conversation happens in context — after we understand your firm and what you're building toward.

Tier 01 · Entry
Growth Architecture Assessment
One-time diagnostic · 30–60 day engagement
Structured data intake across all five GIA™ pillars
Scored against anonymized peer benchmarks
Executive Architecture Report with 3-year enterprise value roadmap
Half-day executive briefing with Tyler
Right for firms that want a clear, unbiased picture of their growth architecture before committing to deeper engagement
Start the Conversation
Tier 02 · Recurring
Intelligence Membership
Annual subscription · Quarterly cadence
Quarterly re-scoring across all five GIA™ pillars
Updated peer benchmark comparisons as the database grows
Scenario modeling — what architectural changes move your multiple most
Access to CEO roundtables with peer firms at similar scale
Right for firms that want continuous intelligence — not a one-time snapshot
Start the Conversation
Tier 03 · Selective
Enterprise Architecture Engagement
Custom · 6–18 month · Limited availability
Full GIA™ diagnostic plus deep redesign engagement
Segmentation overhaul, fee structure redesign, incentive restructuring
Distribution architecture rebuild across all active growth engines
Tyler personally embedded at the executive level
Reserved for firms preparing for recap, succession, or institutional scale — where the architecture work directly impacts transaction value
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Why This Works

The diagnostic
becomes the proof.

Firms don't self-select into expensive transformation engagements cold. They experience the diagnostic first. They see the blind spots. They understand what's costing them. Then they decide how deep to go.

That's why the Growth Architecture Assessment is the entry point for every engagement. You're not buying a strategy. You're buying clarity. And clarity is what makes every subsequent decision obvious.

01
Experience the Benchmark
The Growth Architecture Assessment scores your firm against peer firms. Most firms are surprised by what it surfaces.
02
See the Blind Spots
Not just what's broken — but what's being left on the table. Monetization leakage, referral network gaps, incentive misalignment.
03
Choose Your Depth
Some firms want the snapshot. Others want continuous intelligence. A few want deep redesign. The diagnostic makes the right choice obvious.
04
Architecture Compounds
Every quarter of re-scoring adds to a proprietary dataset that makes the benchmarks more valuable — and your firm's trajectory more visible.
The First Step
Start with the
free assessment.
The Growth Engine Assessment takes 10 minutes and scores your firm across all 12 Growth Engines. It's the entry point to the full GIA™ diagnostic — and it's free. If you want to go deeper, we'll talk.
Take the Free Assessment Book a Discovery Call