NewJune 2026 AI RoadmapSteal a copy

Do you want a business that pays you while you’re on holiday?

Get the operating model: systems, AI, and decision rules. Same one that scaled a firm 9 to 50 team, freed the founder for a three-month holiday, and grew a development fund to $25M.

FAQ

The VLV Agent App ingests your existing SOPs and turns them into a costed AI strategy. For every workflow it identifies, it estimates the dollar value of automating it versus the dollar cost of leaving it alone - so your AI roadmap is ranked by money, not by hype.

You finish with a prioritised, do-this-not-that plan you can hand to your team on Monday morning.

Try the Agent App

Your SOPs in whatever shape they exist - Notion pages, Google Docs, Loom walkthroughs, even messy internal wikis. The agent reads them, asks the gaps back to you in plain English, and structures the rest.

No SOPs yet? The app will help you reverse-engineer them from how the business actually runs today.

Each workflow is sized on the inputs that actually move money - time per run, frequency, fully-loaded labour cost, error rate, and the revenue or risk attached to the outcome. The agent models both sides: the upside of automating it well, and the ongoing cost of leaving it manual.

The output is a ranked list. Green-light projects with the highest dollar return at the top. Red-flag workflows where automation isn’t worth the build cost clearly marked “don’t do this.”

The Agent App is self-serve and free. It gives you the same prioritisation lens we use inside Advisory - what to automate, what to leave alone, and what each call is worth - without an engagement.

Advisory is where we embed for 12 months and actually build it with your team. Most founders start with the app, then come to Advisory when they want execution, not just the plan.

A 12-month engagement for founder-led service businesses doing $3M–$10M. It starts with a 4-week AI Blueprint - a full operational diagnosis with a prioritised plan. Then eleven months of embedded support: monthly 1:1s with Tim, quarterly on-site workshop days, and team training.

See the full Advisory

Advisory is for founder-led service businesses with:

  • Revenue between $3M and $10M
  • A team of 10 to 50 staff
  • A founder who is still the bottleneck

If you’re earlier stage, or you’d rather start on your own, run the free diagnostic.

Pre-revenue businesses. Businesses over $20M (wrong engagement structure - we’ll refer you elsewhere). Founders looking to exit inside the next 18 months (no time for the work to compound).

If that’s you, we’ll have an honest conversation and point you somewhere better. Otherwise, Advisory is built for you.

Click "I’m Ready to Scale." Read the Advisory page. If it’s a fit, apply in 60 seconds and we’ll respond within 48 hours. Five new advisory engagements open per month.

I’m ready to scale

Yes. Advisory has an end date.

We are building a Private Equity firm alongside it. Partnering with a small number of businesses long term is 100% the goal.

About The Team

operators · founders · embedded partners
Tim Lea

At 27 I gave up advising on $150M of entrepreneurs, tech millionaires, and professional athletes’ money - to go build businesses instead.

Turns out it’s more fun to help people build businesses than to spend their millions.

  1. 2021Joined Pivot Wealth - advising high-income founders, tech founders, and professional athletes.
  2. 2022Took over ops. Wired tech through the firm. 5× revenue. 9 → 50 team. Australia’s Most Awarded Financial Advice Firm. AFR Fast 100.
  3. 2023Joined 6 boards across 6 industries. Co-founded Smart Money Accelerator - scaled to $350K/month in upgrades.
  4. 2024Built proprietary AI into financial services. 1.2M+ client tasks automated. $17M+ in client revenue moved. Thousands of leads a week.
  5. 2026Sold Smart Money Accelerator to Pivot Wealth.
  6. TodayPartnering with service business owners doing $3M–$10M. We’ve lived inside these businesses, built the AI, elevated the teams, and exited. We bring the same to yours.
Work with the team →

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