Beyond Driven

Write-up

Draft · August 28, 2026

One thesis up front, a short brief that develops it, and a bridge sentence handing off into each section below. Review and approve before it can appear in a packet.

Thesis (one sentence)Brief

Beyond Driven sells a 90-day coaching program called the Total Breakthrough Academy for $8,500. That one program brings in 80% of revenue. Buyers find the business through Facebook paid media and the founders' organic content, then move through a sales team of setters and closers. In our system this pattern scores as a Tour Guide at 58 out of 100, tied with Dealership at 58, with Funnel at 49.

A Tour Guide sells a guided path. The client pays for the founders' lived experience and a method that walks them from where they are to where they want to be. Julian and Tim both came through addiction and incarceration, and that story is why a stranger trusts an $8,500 price. The method is systematized rather than built around a guru, which is a real strength. The fit stops at 58 because the acquisition side is thin. New clients come mostly from one paid channel plus organic content, and retargeting across channels is not yet a priority.

The most valuable move is on that acquisition side. Our valuation puts enterprise value at $11.6M today at a 15.0% WACC. Running the business as a Funnel, where the front end is built to measure and repeat the path from ad to closed program, moves enterprise value by +$6.4M. That is the highest-value migration on the table. The coaching itself does not have to change. What changes is how deliberately the business fills the program.

Two things have to be true for that to work. The first is the shift already underway from the 90-day program to a 12-month upfront model, which trades a shorter sale for more predictable revenue. The second is an operations leader who thinks in systems. The team already has coaching directors, a head of product, setters and closers, a creative team, and a customer success function. What it lacks is the person who ties those pieces into one measured pipeline. The rest of this packet works through what that looks like in the numbers.

Bridges (one line each)Scoring & conclusionScoring visual (in design)Perfect P&L breakdownFinancial roadmapValuation summary

Risk notes (from the valuation call)

One or two sentences under each risk on the “What’s holding it back” page: where it stands, and the remedy. Draft them from the call transcript, or from your own rough notes when there was no call. Whatever you paste is used once and not kept with the write-up.

I have the call transcriptNo transcript, I'll write my own notes

Key-person reliance · Heavy reliance · costing $1.66MRevenue channel dependency · High (one >60%) · costing $520KFP&A / reporting maturity · Ad-hoc reporting · costing $385KContract terms · Month-to-month / transactional · costing $341KOps complexity · Mixed custom + productized · costing $341KSupplier dependency · Replaceable vendor · costing $211KGross margin volatility · Moderate (2–5 pp) · costing $168KRevenue retention · 95–109% · costing $126KWorking-capital collectability · Some slippage · costing $126K

Component card summaries

Rewrites the top line of each of the nine scoring cards into a readable summary of what this business is, leaving “Why it scored N” underneath. Does not re-score anything. Worth running on a client scored before the cards started stating a finding.

Packet settings

Spiral · where they areClean books (the foundation)Healthy financialsCapitalVelocityFortifying

Every chapter before the chosen one shows as covered on the spiral.

Business stage

Earlier stages prorate the acquisition and labor targets down (the machine isn't built yet) and the savings land in the profit range — the department split follows. Mature = the standard figures.

Budgets & cashLast completed monthTeam budget $/moOverhead budget $/moCash override $

Budgets from the client sheet's Labor Budget and Overhead Budget tabs. The reporting window (trailing 12 and the month cards) ends at the chosen month, and cash defaults from the Balance Sheet tab's series at that month-end — the override wins only when set.

Target overrides · % of revenueAd spend %Total labor %Overheads %EBITDA -%

Blank keeps the archetype's standard figure. Overrides are disclosed on the Financial Targets page.

Conclusion · the scoring row's pro & con · Tour GuideWhat healthy looks likeWhat breaks it

The closing page's scoring row leads with this archetype's core strength, then carries these two bullets. Both are the archetype packet's own words from its “Healthy vs. breaking” section — the client is never quoted here. Left on the default, the row shows the first bullet in each column.

The packet

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Versions

Every packet built for this client. Building a new one never removes an older link, so grab any row's link to send.

Version 3 of 3CurrentAug 29, 2026, 2:12 AM· Staff copy

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Version 2 of 3Aug 25, 2026, 4:42 PM· Staff copy

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Version 1 of 3Jul 28, 2026, 5:47 PM· Client copy

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