Scaling the team without sacrificing the quality of their advice.
9 → 50
team scaled
1.2M
tasks automated in 2025
The 30-Day Scaling Roadmap
Can your business run without you for two weeks?
If not, would you like it to?
In 30 days, with six hours of your time, I’ll build the operating model for your business that fixes that. Same one that scaled a financial services business from 9 to 50 team, freed the founder for a 3-month holiday, and the same one that grew a development fund to $25M.
2 of 5 spots left
Client wins
9 → 50team scaled◇5×revenue in 4 years◇1.2Mclient tasks automated in 2025◇3-monthholiday for a founder in 2024◇$350K/moupsells from one lead magnet◇9 → 50team scaled◇5×revenue in 4 years◇1.2Mclient tasks automated in 2025◇3-monthholiday for a founder in 2024◇$350K/moupsells from one lead magnet◇
The problem
So what’s keeping you stuck?
The gap between $3 to $5M and $10M usually isn’t effort. Founders stuck here work harder than almost everyone they know. It’s the operating model. The business still leans on you to work it all out, and while it lives in your head, the business survives. Thriving is a different game.
Any of these keeping you up at night?
01
The bad hire
The role looked obvious in the moment. It almost always does. Is it the right move though?
Hiring the wrong person can cost you 1.5x their annual salary. For a $100K role, that’s $150K of downside if you get it wrong. You will get it wrong at some point and that’s why firing fast is so important. What’s more important than hiring the right person is knowing which role to hire for.
The Scalable Unit Method shows you which seat to fill next, when, and whether it improves the profit over the next 18 months.
02
The cashflow tightening
At your size, cashflow pressures can feel like death from a thousand cuts.
You do the work but aren’t getting paid for 30 days, or 60 days. You’ve hired more people but didn’t realise they’ll cost you a cumulative $6K before they start making you money. A software renewal you forgot about just went through; $5K out of the bank. By the time your account feels it, the decisions that caused it were made months ago.
Your Money Printer Model shows you the cash 18 months out. You can make calls knowing what the bank account will look like. Imagine that.
03
The plateau ahead
You’re at $2M or $4M, growth’s flatter than last year, the wheels are spinning.
You’ve been in business long enough to know that what got you here is not the thing that gets you past this point. The operating model that gets a services business to $5M tends not to get it to $10M. The next wall usually hits between $7M and $12M.
The 3-Year Cracking Game Plan helps you plan ahead. What you’re trying to achieve, and what has to change for you to win sustainably at that level.
04
Killing your retirement fund
A services business that runs through the founder sells at 3x to 5x EBITDA. The same business running without the founder gets the highest multiple on offer.
On $1M EBITDA, that’s the difference between a $2M payday and a $5M payday. Same business, different operating model.
The Scalable Unit Method lets you scalably grow whilst removing the dependency on you at each step.
Are we the right fit
Before we go any further, is this right for your business?
Under $2M? Don’t do this yet. The Scaling Roadmap is built for a business that already has product-market fit and a team of more than 12. If you’ve got both, let’s talk.
A fit if
- You’re between $2M-$5M and want to get to $10M.
- The business still runs through you. The big calls ‘wait’ for you, and a real holiday means a phone that doesn’t stop.
- You’re growing, but the extra revenue keeps turning into more work and more stress instead of more profit in your pocket.
- You’d back yourself to act on a straight answer once you had one.
Not a fit if
- You want me to run the business for you. I build the model. You and your team run it.
- Six hours across 30 days isn’t a fit for your diary right now.
- You’re after a quick hack rather than the operating model underneath the business.
Results from some epic businesses
“
I have never seen my business this clearly.
— Vitaldi Cooray, CEO, The Wise Group
< 3 days
entire client journey mapped
10
hires planned using your Money Printer Model
SMA
A money education app for those not ready for financial advice.
5,000+
members
$2M+
upsells driven
From idea to product in 90 days.
< 30 days
to first paid users
1M+
social impressions pre-launch
What working together looks like
By day 30, three things change.
01
You can see the next 18 months.
What cash you’ve got left each month, how much you can invest in AI and tech, which hires you’ll be making and when.
02
You know where the opportunities are and which to focus on.
Leads, sales, delivery, or tech. You’ll know which projects have the greatest return on your time and which can wait.
03
You can start planning the holiday.
Thirty days of changing how the business runs. You’re getting more from what you’ve got. A date for time off becomes possible.
How it works
Couldn’t be easier.
Five steps across 30 days. I’m in every meeting and build everything myself.
- Step 101Book your spotYou get a text from me, and book your Kick-Off at a time that suits.
- 15 min02Kick-OffWe’ll run through what’s needed from you, get you onboarded into the members portal, and we lock in the other three meetings ahead of time, like dentist appointments.
- 60 min03ClarifyWe’ll confirm our understanding of your business, then we map your goals at 3, 6, 12 months and 3 years.
- 90 min04StrategyWe’ll walk you through the Money Printer Model, the unit economics and the hiring roadmap. Strategy gets locked in.
- Day 3005Implementation Kick-OffFinal deliverables in your hands: your Scaling Guide, your Money Printer Model and your 3-Year Game Plan.
Five steps, 30 days, about six hours of your time.
Who you’ll work with
Who you’re working with
Tim Lea
Founder & partner · vlv·
- 6 boards across financial services, e-commerce, digital marketing.
- Scaled Pivot Wealth from 9 staff to 50+. Australia’s most-awarded financial advice business.
- AFR Fast 100. Five-times revenue multiple inside two years. Founder took a three-month holiday on the way through.
- Built proprietary Automations & AI Tools. 1.5M+ tasks automated, $22M+ in client revenue serviced.
- Co-founded and exited Smart Money Accelerator in 36 Months
What you get
Everything you keep on day 30.
Not a powerpoint slide deck. A written plan, a working model, all built inside your business, all yours to keep forever.
01
The Paint-By-Numbers Scaling Guide
A map of your delivery, sales and lead gen, broken into scalable units, showing you which areas are at capacity and which have room for more, so your next hire or tool goes exactly where there is a bottleneck/opportunity.
02
Your Money Printer Model
A live 18-month cashflow simulator showing what each hire, price change and capacity call does to the bank before you make it.
03
The 3-Year Cracking Game Plan
One three-year vision your whole team signs up to, broken into the hires, systems, and projects for the next 12, 6 and 3 months.
Plus three bonuses
B1
The Draft Day Vault
A hiring journey you drop into your CRM, interview questions pulled from 2,000-plus interviews, and JD guides for writing roles the A-Player candidates apply to.
B2
The Six-Figure Tech Stack Perks*
Up to $50K off HubSpot Enterprise plus application support for Notion, Google for Startups and NVIDIA Inception, over $500K in potential program value.
B3
The 24-Month Advisory Credit
An $11,000 credit toward ongoing work with me, good for 24 months, so day 31 isn’t the day I disappear.
* These perks are subject to application and will not be available to all businesses.
Guarantee
The 30-Day Clarity Guarantee.
In 30 days you’ll know exactly how many people you can hire and when, where your cashflow gets tight across the next 18 months, and which constraint is likely holding you back, plus what gets you past it. If any one of those isn’t clear by day 30, your full fee comes back and everything I built for you is yours to keep.
Conditions: Complete onboarding within 48 hours of kick-off, attend all three scheduled meetings, and answer data requests within 48 hours. Hold up those three and the 30 days is on me.
Capacity
3 taken · 2 open
Last updated: 3 June 2026
Why I cap it at five a month.
We cap onboarding at 5 Advisory clients per month. I’m the one in every meeting and the one building everything. Capping it ensures that you get the best we can offer. If the 5 slots are full, will have to kick off next month.
FAQ
Questions:
Consulting work is typically a diagnosis with a spreadsheet. You pay for the slides. The slides describe the problem, maybe sketch a solution, and you're left to build it yourself.
What comes out of this engagement is three working tools built on your numbers: a cashflow model you can run simulations in, a hiring sequence mapped to when the cash supports it, and a 3-year gameplan. If the thing I build doesn't do what the guarantee says by day 30, your money comes back.
The full breakdown lives in the How it works section above: five touchpoints across 30 days, with the meeting time itself adding up to a little under three hours.
The document upload at the start takes an afternoon and if you have a capable 2IC, they can do this for you. Outside those meetings, the work is mine. If six hours genuinely won't fit the next 30 days, it makes sense to wait. There's no pressure to start now.
The model is industry-agnostic at its core. The underlying unit economics are the same whether you're running a financial advice business, an accounting practice, a law business, an MSP, or a marketing agency. The inputs change. The logic doesn't.
I've built versions of this across all of those and a handful of others. If you're a $2M to $5M founder-led services business, the model fits. If you're not sure, the application takes ten minutes and I'll tell you within 48 hours whether it's a go.
Because these aren't reports. The Money Printer Model is a spreadsheet you update as the business changes. The Scaling Unit is something that helps you and your team understand how to scale operations and delivery. The 3-Year Game Plan is what everything else is based on - we can't do anything else unless we know what the goal is.
From what I've seen, the tools that get used from this are the ones that give you answers to questions about money, team, timing and vision.
Yes, laid out in full in the guarantee block above. The 30-Day Clarity Guarantee covers three clarity items, hiring, cashflow, constraint, with your full fee back if any one isn't in your hands by day 30.
Conditions sit with the guarantee block: onboarding done in 48 hours, all three scheduled meetings attended, data requests answered in 48 hours.
I grew a financial services business from 9 team to 50. Revenue went 5x. AFR Fast 100. The founder took a three-month holiday. I've sat on six boards. I've built tonnes of AI and automations which automated 1.2 million client tasks in 2025 alone. I co-founded and exited Smart Money Accelerator to Pivot Wealth in 2026.
The operating model I'm building for you is the one I've built inside businesses I've lived in over the last 5 years.
Build the business you can sell.
Thirty days. Six hours of your time.
2 of 5 spots left
Claim your free 30-minute strategy session2 of 5 spots left2 left
Claim your free 30-minute strategy session