I need quick wins, fast
A paid assessment that finds the 3–5 fixes that pay back first — findings in writing within days.
Start with an assessment →Presidential Business Advisory
Operations leadership for owners who are done guessing.
Lead with clarity. Execute with excellence. Expand with confidence.
Presidential Business Advisory helps owners and executives strengthen operations, build accountable leadership and culture, and execute growth through the ACE framework — whether you run logistics, a tech company, a sales organization, field services, energy and oil & gas services, data-center or advanced-technology operations, or a distribution business. Defined engagements with measurable outcomes. Not open-ended consulting. Not theory. A clear outside read, a written plan, and follow-through — starting with quick wins that pay quickly.
Start here
Pick your situation — we'll take you to the right place.
No need to read the whole site. Choose the line that sounds like you:
My operation leaks margin
Operations, tech delivery, or sales operations that work hard but keep too little of what they earn.
See operations services →Fleet, inventory, or supply chain
Fleet lifecycle management, inventory control and audits, diverse suppliers, and distribution speed.
See fleet & supply chain →Leadership & culture
Alignment at the top, and a measured read on the workforce that has to carry the standard.
See the Culture Index →I want government contracts
Entity formation, registration, certification, and bid readiness for federal and Texas state work.
See GovCon services →I'm buying a business
A viability intake and full evaluation before you commit — in any industry.
See acquisition advisory →I'm planning my exit
Sell, transfer, hand over, or wind down — every path modeled against your numbers first.
Explore exit & succession →I want the full picture
Pricing, deliverables, and timelines for every engagement, on one page.
See products & pricing →I'm not sure yet
Thirty minutes, no pitch deck. We'll tell you honestly whether we can help.
Book a discovery call →The problem we solve
Most operations don't fail for lack of effort.
They fail at the constraint nobody has named — the process, handoff, or number that quietly caps everything downstream — and at the gap between decisions made in a meeting and actions that actually happen on the floor. Presidential Business Advisory exists to close both gaps.
A
Acceleration
Find the constraint, shorten the path from decision to result.
C
Commitment
Agreed actions, named owners, and dates — tracked and reported, not assumed.
E
Excellence
Documented procedures, quality controls, and client reporting, so results don't depend on any one person being in the room.
What we do
One operating standard, across every service area
Presidential Business Advisory is a consulting firm for businesses of every kind — logistics and delivery among them, not the limit of them. If you run a tech firm with delivery, onboarding, or support bottlenecks, a sales organization with pipeline and handoff problems, or an operation where cost, speed, and capacity are decided every day, this firm was built for you. Every area is delivered as a defined engagement under the ACE framework.
Operations Optimization & Operational Excellence
The full operational overhaul: efficiency audits, process redesign, standard work, and KPI governance — for operations, tech delivery, and sales operations alike. The E in ACE, delivered to industry standard.
Explore the service →Fleet Lifecycle Management
Fleet as its own department: procurement consultation, lifecycle and total cost of ownership, tax-advantaged repair strategy coordinated with your CPA, maintenance and MRO, uptime, safety, and replacement.
Explore the service →Inventory Control, Audits & Supply Chain
Inventory control as a managed service, cycle-count and audit programs, plus supply-chain value: diverse supplier sourcing and faster distribution and shipments.
Explore the service →Culture, Leadership & Workforce — The Culture Index
Leadership alignment plus a measured read on your workplace, tiered by workforce: a positive work environment for frontline teams, a positive workforce for managers and executives.
Explore the service →Entity Formation & Government Contracting
Form the entity correctly, register it, certify it, and get bid-ready for federal and state government work — and contract with Presidential directly (see below).
Explore the service →Ownership Transition & Acquisition Advisory
For buyers and sellers in any sector — tech, sales, services, logistics, and beyond: viability intake, full business evaluation, deal and transition support, plus Ramp-Up for buyers and Ramp-Down for sellers.
Explore exit & succession options →Built for operators — and for tech & sales leadersOwners and executives across logistics and delivery, warehouse and distribution, field services, trades, energy and oil & gas services, data-center and advanced-technology operations, technology, professional and sales organizations, and government contractors — anywhere handoffs, capacity, and follow-through decide profit.
Built for the deciding momentsWhen the business must perform, when it must scale, and when it must change hands — each gets a written diagnosis, a sequenced plan, and follow-through.
The engagement ladder
Every relationship starts with a defined product — never an open meter.
1. Assessment / Diagnostic
Start with a Quick-Win Assessment ($2,950, 7 days) or a focused audit — inventory, fleet lifecycle, culture, supply chain — or the full diagnostic (2–3 weeks): findings report, 90-day roadmap, executive briefing.
2. 90-Day Execution
We work the roadmap with your team: owners, dates, weekly tracking.
3. Recurring Oversight
Ongoing operating cadence, scorecards, and accountability after the fixes land.
4. Expansion & Acquisition
Growth moves, ownership transitions, and acquisitions — starting with a Viability Intake or an Overall Evaluation, then Ramp-Up or Ramp-Down as the deal requires.
Quick wins · Paid assessments
Start small. Prove value in weeks, not quarters.
Not every client needs a full overhaul on day one. Our assessment products are the front door — fixed-fee, fixed-scope, findings in writing — and our Quick-Win Sprint implements the 3–5 fixes that pay back fastest. Each assessment stands on its own; most clients credit it toward the larger engagement that follows.
Quick-Win Assessment — $2,950
7 days. One operation, one team, or one workflow — in operations, tech delivery, or sales operations. You get a written hit list ranked by payback, with owners and dates. Optional Sprint to implement it: from $7,500 / 2 weeks.
See quick-win pricing →Inventory Control Audit — from $3,500
Stock accuracy, cycle counts, shrinkage, and audit readiness — counted, reconciled, and reported, with a control system your team can run after we leave.
See audit pricing →Focused Assessments — from $3,500
Fleet Lifecycle Review, Culture Index Pulse, and Supply-Chain & Distribution Review — each a paid, written assessment in its own category, each designed to surface quick wins first.
See all assessments →For federal & state buyers
Presidential Business Advisory LLC is available for government contracts.
Austin-based, service-disabled veteran-owned small business available as a prime or subcontractor for federal and Texas state work in: operations and program support, fleet lifecycle and logistics support, inventory and supply-chain services, distribution performance, leadership and workforce training, and acquisition / transition support. Capability statement, registrations, and past-performance summary available on request through intake. We also help other businesses become contract-ready — see Entity Formation & Government Contracting.
One conversation tells you whether we're a fit.
Book a discovery call. If a diagnostic won't pay for itself in what it finds, we'll say so on the call.
Methodology
ACE — Acceleration, Commitment, Excellence
ACE is the operating framework behind every Presidential Business Advisory engagement.
A
Acceleration
Acceleration is about the constraint. Every operation has one point that limits the whole system; improving anything else first is motion without progress. We identify the constraint with your own numbers — cost, service, throughput, fleet, capacity — and sequence the work so the highest-payoff fix goes first.
C
Commitment
Commitment is about the follow-through — and about the culture that makes follow-through normal. Findings don't change operations; owned actions with dates do, carried by people who believe the standard applies to them. That is why Commitment is measured, not assumed: our Culture Index reads the workforce itself — environment, trust, accountability — so the human side of execution is managed with the same rigor as the numbers.
E
Excellence
Excellence is operational excellence, delivered the way the industry defines it: an end-to-end overhaul of operational efficiency — value-stream mapping, waste and bottleneck elimination, standard work, quality controls, and KPI governance, in the Lean and Six Sigma tradition. And it is about the result surviving the room: fixes get documented into procedures and reporting, so performance holds when the founder — or the advisor — isn't standing there. The standard is a business that runs on its system, not on heroics.
Commitment, measured
The Culture Index
Culture is where commitment either lives or dies, so we index it. The Culture Index is a tiered assessment of your workforce: a positive work environment read for frontline and hourly teams, and a positive workforce read for middle and senior managers — scored, benchmarked, and turned into an owned action plan, including a review of the benefits packet each tier actually receives.
Excellence, operationalized
The Operations Overhaul
Our Operations Optimization & Operational Excellence engagement is the E of ACE as a package: an efficiency audit of the whole operation — including inventory control, supply chain, and distribution speed — process redesign against the constraint, standard work and scorecards installed, and a 90-day execution cadence to lock the gains in. Fleet is assessed and rebuilt as its own lifecycle-managed department inside the same standard. The same overhaul applies to tech delivery and sales operations.
“ACE is not a slogan layered over consulting. It is the discipline its founder ran at scale.”
Network-level operating cadences across hundreds of sites and thousands of businesses at Amazon, and theater-scale distribution and workforce operations in the U.S. Air Force.
Services
Consulting across operations, leadership, and growth
Presidential Business Advisory is a consulting firm for businesses across industries — delivery and logistics are where the firm's record runs deepest, not where it stops. Texas's growth industries are in scope: energy and oil & gas services, data-center operations, and advanced-technology and aerospace suppliers — alongside tech firms, sales organizations, service businesses, and operational companies, all of which run on the same fundamentals: clear process, accountable leadership, healthy culture, and follow-through. Each service area starts with a paid assessment or diagnostic. No open-ended consulting.
Operations Optimization & Operational Excellence
For owners and executives whose business works hard but leaks margin, time, or service quality — logistics, warehouse and distribution, field services, trades, light manufacturing, and equally: technology firms (delivery, onboarding, support, implementation) and sales organizations (pipeline, handoffs, sales operations, revenue operations).
This is the E in ACE — Excellence — delivered as a package and to industry standard: the same discipline a top-tier operations consultancy brings to an efficiency overhaul, applied at owner-led scale. Lean and Six Sigma methods, run by an operator who has executed them across hundreds of sites.
Where we work
- Operational efficiency audit — value-stream mapping, waste and bottleneck analysis, cost-to-serve, where money and time actually leak
- Process redesign — flow, takt time, handoffs, and capacity strategy that holds at peak, not just on paper
- Standard work — documented procedures and quality controls, so performance stops depending on who is on shift
- KPI systems and operating cadence — scorecards, tiered reviews, and governance that connect daily execution to owner-level results
- For tech firms: implementation and onboarding throughput, support queues, release-to-customer handoffs, and delivery capacity
- For sales organizations: pipeline discipline, lead-to-close handoffs, sales-ops reporting, territory and capacity planning, and post-sale delivery alignment — so what is sold is what gets delivered, profitably
- Automation and AI adoption in operations — where the tools actually pay, sequenced against the work
How it runs — quick wins first
Start with a Quick-Win Assessment ($2,950, 7 days) or the full fixed-scope diagnostic — findings in writing, benchmarked against operator standards run at scale — then a 90-day execution engagement that works the roadmap with your team: owners and dates on every action, tracked weekly.
Start here: Quick-Win Assessment or Operations Excellence Diagnostic
Inventory Control, Audits & Supply Chain / Distribution
Inventory you can trust, audits you can pass, and a supply chain that moves faster — offered as a service, not an afterthought.
Inventory control & audits
- Inventory control as a service — cycle-count programs, ABC classification, reorder points, and stock-accuracy systems run on a cadence
- Full and sample inventory audits — counted, reconciled, variance-investigated, and reported in writing for owners, lenders, buyers, and agencies
- Shrinkage, damage, and obsolescence — root causes named, controls installed, dead stock converted or cleared
- Warehouse slotting, receiving, and put-away discipline so accuracy survives daily volume
- Audit readiness — records, counts, and controls prepared before a buyer, lender, or government audit asks for them
Supply chain & distribution value
- Diverse supplier development: sourcing and onboarding diverse and small suppliers, supplier-diversity spend tracking and reporting, and second-source coverage so no single vendor can stop you
- Speed of distribution: lead-time compression, dock-to-stock time, order-to-ship velocity, and on-time-in-full (OTIF) performance — measured and improved
- Speed of shipments: carrier and mode selection, routing, cut-off discipline, and exception management so shipments leave on time and arrive as promised
- Supplier scorecards, cost and service reviews, and renegotiation support
Start here: Inventory Control Audit (from $3,500) or Supply-Chain & Distribution Review ($6,500).
Fleet Operations & Lifecycle Management
For any business that runs a commercial fleet — delivery, field service, construction, transportation, sales and service fleets. Fleet is its own department, and we treat it as one: full lifecycle management, from procurement to disposal, never folded into a general operations review.
Lifecycle management — where we work
- Fleet procurement consultation: vehicle specification, lease-vs-buy analysis, sourcing, vendor and dealer negotiation, upfit planning, EV / alternative-fuel evaluation, and delivery scheduling — buy the right vehicle, at the right price, on the right terms
- Vehicle lifecycle and total cost of ownership — acquisition, assignment, in-service management, replacement timing, remarketing and disposal
- Tax-advantaged repair & maintenance strategy: repair-vs-replace analysis, preventive-vs-corrective cost timing, warranty recovery, and maintenance planning structured with your CPA so deductible repairs, capitalized improvements, and depreciation are handled deliberately — we advise on the operational plan; your CPA makes the final tax call
- Maintenance and MRO programs — preventive schedules, vendor management, parts and inventory for maintenance, downtime and uptime accountability
- Cost per mile / per route economics — fuel, maintenance, insurance, and idle capacity made visible
- Safety and compliance — scorecards, event review, and the insurance-renewal picture your record creates
- Fleet technology — telematics and fleet systems selected, sequenced, and actually adopted
How it runs
A standalone Fleet Lifecycle Review (from $3,500) or the full Fleet Operations Diagnostic: your fleet's procurement, lifecycle, maintenance, and cost picture documented in your own numbers, with a replacement, procurement, and program roadmap. It stands alone, or runs as a dedicated workstream inside an operations overhaul.
Start here: Fleet Lifecycle Review or Fleet Operations Diagnostic
Culture, Leadership & Workforce — The Culture Index
Leadership and culture are the C in ACE — Commitment — made measurable. This service pairs leadership alignment and development with the Culture Index: our tiered assessment of whether your workforce environment is helping execution or quietly taxing it. It applies in every sector — a tech team's engineering culture and a sales floor's accountability culture are read with the same rigor as a warehouse floor.
Leadership component: executive and manager alignment sessions, leadership accountability cadence, manager coaching priorities, and succession / bench-strength review — so the standard set at the top is the standard carried on the floor, in the office, and on sales calls.
Most culture work is one survey for everybody. Workforces aren't built that way — the floor and the leadership team live in different cultures inside the same company — so the Index is tiered to match:
Tier 1 — Frontline & hourly teams
Positive Work Environment
- Workplace climate: safety, respect, fairness, and whether the job is set up to be done well
- Frontline supervisor practices — where environment is actually created, shift by shift
- Turnover and absenteeism drivers, named with evidence, not anecdotes
- Benefits packet review — what frontline staff actually receive, measured against what comparable employers offer
Tier 2 — Middle & senior managers
Positive Workforce
- Leadership alignment — whether managers carry the same standard the owner sets
- Accountability culture: owned commitments, honest reporting, consequences that hold
- Manager engagement and retention — the layer every other result depends on
- Benefits and total-rewards packet alignment at the management level, so the offer matches the accountability expected
Deliverables: a Culture Index score for each tier assessed, a written findings report, and an action plan with owners and dates — the same ACE discipline as every other engagement. Either tier stands alone; the Combined Index reads the whole company.
Start here: Culture Index Assessment
Entity Formation & Government Contracting
For founders forming a business entity, and for established businesses that want federal and state government contracts — the full path from formation to first bid, handled as one engagement. Presidential Business Advisory LLC itself pursues and performs state and federal contract work (see the government buyers note below) — we teach the system we work in.
Entity formation
- Entity selection and formation — LLC or corporation structured for how the business will operate, contract, and eventually transition
- EIN, state filings, and formation documents coordinated end to end (state filing fees at cost)
- Operating structure set up contract-ready from day one — banking, bookkeeping handoff, and compliance calendar
Government contracting readiness
- SAM.gov registration with UEI and CAGE code; NAICS codes selected from what you actually sell
- Certification preparation where you qualify — SDVOSB / VOSB, 8(a), HUBZone, WOSB, and state diversity and vendor certifications
- State vendor portal registrations and a professional capability statement
- Bid readiness: opportunity pipeline, first-bid support, and the operating standards agencies expect a contractor to run
Start here: Formation & Registration, or the full GovCon Launch package
Government buyers — contract with Presidential directly
Presidential Business Advisory LLC (Austin, Texas) is a service-disabled veteran-owned small business available for federal and Texas state contracts and subcontracts: operations and program support, fleet lifecycle and logistics support, inventory and supply-chain services, distribution performance, leadership and workforce training, and acquisition / transition support. Request our capability statement — registrations, core competencies, and differentiators — via intake@presidentialba.com.
Ownership Transition & Acquisition Advisory
For buyers and sellers of businesses of any kind — logistics and delivery, warehouse and distribution, field services, trades, technology and SaaS businesses, sales organizations and agencies, and other owner-led companies. Acquisition is a leadership and culture decision as much as a financial one: we evaluate the numbers, the operation, the leadership bench, and the culture you would inherit. Buying, selling, handing over, ramping up, or winding down: each is a separate service below, with its own intake, deliverable, and fee.
Delivery-network transfers — including Amazon DSP and FedEx Ground contractor changes — are handled inside this service where they apply. A DSP family transfer (for example, a 51% majority transfer) is one sub-element of the sell-side work, not the service itself.
Component A — Start here if you are buying
Acquisition Viability Intake
A structured intake that answers one question before you spend real money: is this acquisition viable — and on what terms? You bring the target's numbers; we test them the way a buyer, a lender, and an operator would.
- Profit, properly stated: EBITDA, adjusted EBITDA, and seller's discretionary earnings (SDE) — add-backs tested, owner pay and one-offs normalized
- Cash reality: free cash flow, debt service coverage, working-capital need, and what the business can actually carry in debt
- Revenue quality: customer and contract concentration, recurring vs. one-off revenue, pricing and margin trend
- Cost & asset truth: labor, insurance, fleet and equipment condition, deferred CapEx, leases and obligations you would inherit
- Value & risk: valuation range on market multiples, transferability of contracts and agreements, key-person risk, and red flags that should reprice or kill the deal
Deliverable: a written Go / Conditional Go / No-Go memo — viability verdict, valuation range, conditions, and the diligence list to close the gaps. 7–10 business days from complete intake.
Component B — Buyers & sellers
Overall Business Evaluation
The full evaluation behind a buy, a sale, or a handover — the successor to a standalone diagnostic, covering the whole business, not one department.
- Financial evaluation: three-year trend, EBITDA bridge, balance-sheet and cash-flow read
- Operational evaluation: capacity, process, fleet, staffing, and where performance is created or lost
- Market & contract evaluation: position, concentration, and what transfers at closing — and what resets
- People & culture evaluation: leadership depth, retention risk, and Culture Index where it bears on value
- Readiness scoring for buyer, seller, and business — with a sequenced plan and dates to close each gap
Deliverable: written evaluation report, valuation range, readiness scores, and a path-by-path recommendation — sell, buy, transfer, ramp, or wait — modeled against your actual numbers.
Component C — For buyers & new owners
Ramp-Up — Post-Acquisition
You bought it. Now it has to perform. Ramp-Up is hands-on support for the first 90 days under new ownership:
- 30 / 60 / 90-day stabilization plan — cash controls, staffing, and service continuity from day one
- Leadership and team reset: roles, standard work, KPI cadence, and accountability installed
- Fleet, capacity, and vendor readiness — what must be fixed now vs. sequenced
- Customer, carrier, and lender onboarding handled in the right order, with nothing dropped in the handover
Component D — For sellers & owners exiting
Ramp-Down — Pre-Sale & Orderly Wind-Down
You are selling, transferring, or closing — the goal is to stay as profitable as possible, for as long as you own it, while carrying as little risk as possible:
- Profit protection glidepath: discretionary spend frozen in the right order, margin defended to closing
- Exposure reduction: fleet and lease wind-down, staffing glidepath, contract and vendor closeout sequenced — no stranded costs
- Risk closeout: receivables collected, liabilities, insurance tail, and compliance items named and cleared before they become the buyer's discount — or your problem after sale
- Clean handover pack: records, SOPs, and asset condition documented so value is provable, not argued
Sell-side paths — modeled inside the Evaluation
Path 1 — Non-family transfer
Sale or internal-manager handoff
- The incoming owner/operator must be fully vetted and approved before the transfer closes — vetting readiness is the long pole, and it is plannable.
- Where a carrier or franchisor agreement applies, a non-family transfer can cost the business its volume share / route allocation. That reset is a known consequence — manageable if modeled in advance, damaging if it surprises you.
- What we do: vetting-readiness preparation, volume-loss modeling, deal sequencing, and the Ramp-Up plan that rebuilds volume and performance after the reset.
Path 2 — Family transfer · sub-element
Including a 51% majority transfer to a family member
- In delivery-network businesses, a majority transfer to a family member can maintain the business's size through the transition. In other businesses, the equivalent question — what continuity a family transfer preserves — is answered in the Evaluation.
- The family member must still be able to be vetted where vetting applies — eligibility is assessed and prepared early, never assumed.
- What we do: transfer structure, vetting preparation, and the operating and governance design for split ownership — who decides what, how the business runs day to day under the split, and how the founder steps back without the operation drifting.
Buyer side, in full: Viability Intake first, Overall Evaluation second, Ramp-Up after close. Seller side, in full: Overall Evaluation first, Ramp-Down to closing, clean handover last. Each component is bought separately — you never have to buy the whole chain.
Guardrails, stated plainly: our advice runs to your own business, on your operations, finances, and ownership decisions. We bring an operator's experience and judgment — not any carrier's internal material, and never advice aimed at working around your carrier, franchise, or contract agreements. Valuation and financial review are advisory; final tax, legal, and lending decisions stay with your CPA, attorney, and lender, and we work alongside them.
Exit & Succession Planning
When the operation stops paying you
You can be busier than ever — more volume, more people, more contracts — and still lose money. When that is the picture, in any industry, the question is no longer how to work harder. It is what this business is worth, to whom, and on what timeline.
It usually looks like this:
Margins gone, even at volume
The operation runs hard and keeps nothing — volume grows, profit doesn't.
Costs climbing every cycle
Insurance, labor, and compliance costs rising at every renewal and every hire — each year more expensive to run than the last.
Aging assets, no replacement capital
Fleet, equipment, and facilities aging past the standard your customers expect — and the capital to replace them isn't there.
Expenses outrunning the business
Fixed overhead, debt service, and the compensation the operation is expected to support have grown past what current margins can carry. The business spends heavily just to stand still — with too little left as a return on your own work.
Cash thin enough that outside tests become the risk — a lender's covenants, a key customer's or franchisor's financial review, a carrier's standards. An operation that can't fund itself can lose the agreements it depends on, and then there is nothing left to sell.
An unprofitable operation does not get more valuable by waiting. The owners who come out of this well are the ones who run the numbers early and choose their exit instead of having it chosen for them.
Your real options
Six paths cover nearly every business, in any industry. The right one depends on your numbers, your contracts and obligations, and who can run the business without you — which is exactly what the Evaluation models before you choose.
1
Sell to an outside buyer
A strategic buyer, a competitor, or an independent owner-operator pays market price for a business that can run without you. Price has to reflect what the buyer actually gets — earnings, contracts, and asset condition as they transfer — and structure matters more than the headline number: the right structure is the difference between walking away with real money and walking away from a wind-down. Where a carrier, franchisor, or key customer must approve the transfer, that approval — and any reset it triggers — is modeled in advance, not discovered at closing.
2
Sell to investors — or sell part of it
Private-equity and investor buyers are active well beyond transportation and logistics — in services, technology, energy, healthcare, and distribution alike. A partial sale or recapitalization lets you take money off the table while keeping a stake and a role. Either way it is modeled on earnings, growth, and how much of the business depends on you personally.
3
Transfer within the family
A majority transfer (51%) to a family member can preserve the business's size and continuity through the change. Where vetting or approval applies — a carrier, franchisor, lender, or key customer — eligibility gets assessed and prepared early, never assumed.
4
Hand it to your leadership team
A management buyout: your operations manager or leadership team takes ownership, financed against the business itself. They already know the operation — the real questions are readiness, financing, and whether the business performs without you. We model all three before anyone promises anything.
5
Employee ownership (ESOP)
Sell to the people who run it, through an employee stock ownership plan — a proven path for profitable companies with a stable workforce, with tax advantages worth modeling alongside your CPA. It rewards the team that built the value and keeps the business, and its jobs, intact.
6
Partner buyout — or an orderly wind-down
A co-owner or partner buys your stake on agreed terms. Or, when no sale beats it, the business closes in order: contracts finished properly, assets sold at value, obligations cleared — your capital and your record protected instead of eroded by a forced ending.
The point of doing this right
A clean exit protects what you have built: your capital, your record, and your ability to start the next thing on purpose instead of recovering from this one. Exiting well is not quitting — it is the last operating decision of the business, and it deserves the same rigor as the first.
Start here: the Overall Business Evaluation
Your current position documented in your own numbers, every path above modeled against them, a written recommendation, and a sequenced plan with dates. Fixed scope, fixed fee, confirmed in writing before work begins. Buying instead of selling? Start with the Acquisition Viability Intake ($3,500) — EBITDA, cash flow, and risk tested before you commit.
After the decision: ramp up, or ramp down
The evaluation tells you which way to go. These two services do the going — one for the buyer who just took over, one for the seller on the way out. They are separate engagements, bought separately.
Ramp-Up — the first 90 days under new ownership
A new owner inherits the problems along with the business. Ramp-Up stabilizes cash, staffing, assets, and service in the first 30 days, then installs the operating cadence — standard work, scorecards, owned actions — that turns a purchase into a performing business instead of a rescue.
$24,500 flat · 90 days.
Ramp-Down — profitable and low-risk to the last day you own it
Selling well is not coasting. Ramp-Down defends margin while exposure comes down: spend, fleet, leases, and staffing wound down in the right order, receivables and liabilities closed out, and a handover pack that proves value — so you stay profitable and carry as little risk as possible through closing, or through an orderly wind-down if there is no buyer.
$19,500 flat · 60–90 days.
This page is the sell-side scenario, written for owners in any industry. The full Transition & Acquisition service — viability intake, overall evaluation, every exit path above, Ramp-Up, and Ramp-Down — is set out on the Services page, with finalized fees on Products & Engagements.
Products & Engagements
Defined products. Defined deliverables. End dates.
Engagements are fixed-scope with defined deliverables and end dates. Each category is priced on its own market norms — an operational-excellence diagnostic, a fleet diagnostic, a culture assessment, and a government-contracting launch are different products with different going rates, and the pricing below reflects that, category by category. Terms: 50% on signing, 50% on delivery; cards accepted — unless stated otherwise for a scoped engagement.
Pricing basis — read this first
One national rate card. Not a Texas-only price, not a GSA price.
Every fee on this page is our national standard rate, benchmarked to the U.S. consulting market for work at this scope and seniority. It is the same price in Austin as it is for a client in any other state, and the same basis we use for private-sector and government-facing work. It is not a discounted Texas-market rate, and it is not a published federal / GSA Schedule price — where a government buyer requires a GSA or agency-specific rate, that rate is quoted separately in writing for that procurement. Travel outside the Austin metro is billed at cost when an engagement requires it.
Quick wins · Assessment products
Quick Wins & Paid Assessments — start here
From $2,950
Low-friction, fixed-fee entry products that prove value fast and fund the relationship with found savings. Every assessment is paid, written, and stands alone — and most clients apply it toward the diagnostic or execution engagement that follows.
| Assessment | What you get | Fee · Timeline |
|---|---|---|
| Quick-Win Assessment | One operation, team, or workflow (operations, tech delivery, or sales operations) read in 7 days: 3–5 fixes ranked by payback, owners and dates assigned. Quick-Win Sprint to implement them: from $7,500 / 2 weeks. | $2,950 · 7 days |
| Inventory Control Audit | Stock accuracy count and reconciliation, cycle-count and controls review, shrinkage and obsolescence findings, written audit report. Single-site Lite: $3,500. | $6,500 · 2 weeks |
| Supply-Chain & Distribution Review | Diverse supplier sourcing and spend review, second-source coverage, lead-time and dock-to-stock analysis, shipment speed and OTIF review, supplier scorecards. | $6,500 · 2 weeks |
| Fleet Lifecycle Review | Procurement, lifecycle / TCO, repair-vs-replace and tax-advantaged maintenance timing review (with your CPA), replacement roadmap. Lite scope for under-25-vehicle fleets. | From $3,500 · 1–2 weeks |
| Culture Index Pulse | Short-form culture read for one tier (frontline or managers) with score, findings, and a 30-day leadership action plan. Full Index pricing below. | $3,500 · 1–2 weeks |
| Acquisition Viability Intake | The buy-side quick screen — EBITDA, cash flow, and risk on a named target, with a Go / No-Go memo. Full detail in Category 1 below. | $3,500 · 7–10 days |
Terms on assessments: 50% on signing, 50% on delivery; cards accepted. Assessment fees are not discounts — they are the product. Findings are yours to keep whether or not we work together after.
Entry product · Operations
Operations Excellence Diagnostic
$14,500
Two to three weeks, fixed scope — the front door to an operational efficiency and excellence overhaul:
Week 1 — Assess
Leadership interviews, data pull (the cost, service, throughput, and capacity metrics you already track), site walk and value-stream mapping of the operation.
Week 2 — Diagnose
Findings analysis — where money, service, and capacity are leaking, waste and bottlenecks named, benchmarked against operator standards run at scale.
Week 3 — Roadmap
Findings briefing plus a written roadmap — prioritized fixes sequenced by payoff, standard-work and KPI recommendations, owners and 30/60/90-day actions — and a quick-win memo: the 3–5 fixes that pay back fastest.
Deliverables: written Diagnostic Report · 90-Day Roadmap · executive briefing session (60–90 min) · quick-win memo.
Pricing: $14,500 standard — inside the published market range for a full operational assessment at this depth. Lite variant — $7,500: two weeks, single-process scope, report + briefing only, for smaller operations.
Entry product · Fleet
Fleet Operations Diagnostic
$11,500
Two weeks, fixed scope, fleet treated as its own department with full lifecycle management: fleet procurement consultation (spec, sourcing, lease-vs-buy, negotiation), vehicle lifecycle and total-cost-of-ownership analysis, tax-advantaged repair and maintenance strategy coordinated with your CPA (repair-vs-replace, timing, warranty recovery), maintenance and MRO program review, uptime and downtime picture, cost per mile / per route economics, safety record and its insurance consequences, and a procurement, replacement, and program roadmap sequenced by payoff.
Deliverables: written Fleet Report · lifecycle & replacement roadmap · executive briefing session.
Pricing: $11,500 standard. Lite variant — $6,000: single-site or under-25-vehicle fleets, report + briefing only. Terms: 50% on signing, 50% on delivery; cards accepted.
Assessment · Culture & Workforce
The Culture Index
Tiered
A scored, written read on your workforce culture — tiered, because the floor and the leadership team live in different cultures inside the same company. Each tier includes a benefits packet review for that tier: what your people actually receive, measured against what comparable employers offer.
| Tier | Who it reads | Fee |
|---|---|---|
| Tier 1 — Positive Work Environment | Frontline, hourly, and non-skilled labor forces: climate, supervisor practices, turnover drivers, frontline benefits packet | $6,500 |
| Tier 2 — Positive Workforce | Middle and senior managers: leadership alignment, accountability culture, manager retention, management benefits & total-rewards packet | $9,500 |
| Combined Index | Both tiers, read together — where the floor's culture and the leadership's culture meet, and where they don't | $14,500 |
Deliverables: Culture Index score per tier · written findings report · action plan with owners and dates · benefits packet review. Two to three weeks depending on tier.
Package · Entity & Government Contracting
Entity Formation & GovCon Launch
From $2,450
| Package | What it covers | Fee |
|---|---|---|
| Formation & Registration | Entity selection and formation (LLC or corporation), EIN and state filings coordinated, SAM.gov registration with UEI & CAGE, NAICS selection, contract-ready operating setup | $2,450 |
| GovCon Launch | Everything in Formation & Registration, plus: certification preparation where you qualify (SDVOSB / VOSB, 8(a), HUBZone, WOSB), state vendor portal registrations, professional capability statement, and a 90-day bid-readiness plan with first-bid support | $5,950 |
State filing and government fees are billed at cost, never marked up. Certification outcomes rest with the certifying agency — our work is a complete, correct, review-ready submission.
Finalized categories · Ownership Transition & Acquisition
Transition & Acquisition — four categories
From $3,500
Buyers start at Category 1. Sellers start at Category 2. Ramp-Up and Ramp-Down are bought only when a deal or an exit is actually moving — each category stands alone, on the national rate card above.
| Category | What you get | Fee |
|---|---|---|
| 1 · Acquisition Viability Intake 7–10 business days | Structured intake on a named target: EBITDA / adjusted EBITDA / SDE tested, cash flow & debt capacity, revenue quality & concentration, asset & fleet condition, valuation range, transferability & risk flags. Written Go / Conditional Go / No-Go memo with conditions and diligence list. | $3,500 flat |
| 2 · Overall Business Evaluation 2–3 weeks | The full evaluation for a buy, sale, or handover: financial, operational, market / contract, and people review; valuation range; readiness scores for buyer, seller, and business; every path modeled — outside sale, manager handoff, and family transfer (including a 51% majority transfer where it applies). Written report + sequenced plan with dates. | $7,500–$15,000 Lite — $5,000: single-path evaluation, report + briefing only |
| 3 · Ramp-Up — Post-Acquisition 90 days · buyers / new owners | Stabilize and build what you just bought: 30 / 60 / 90-day plan, cash controls, staffing & leadership reset, fleet & capacity readiness, KPI cadence, and customer / carrier / lender onboarding — worked alongside your team, weekly tracking. | $24,500 flat |
| 4 · Ramp-Down — Pre-Sale / Wind-Down 60–90 days · sellers / exiting owners | Stay profitable and reduce exposure on the way out: spend & margin glidepath, fleet / lease / staffing wind-down in order, receivables & liability closeout, insurance-tail & compliance clearance, and a documented handover pack that protects your price. | $19,500 flat |
Deal support through closing — sequencing, vetting preparation, and buyer / seller coordination after an Evaluation — is scoped in writing from the Evaluation report, typically $12,500–$30,000 by complexity. No success fee is charged on top of these fees unless agreed in writing before work begins. Terms on Categories 1–2: 50% on signing, 50% on delivery; Categories 3–4: 50% on signing, 50% at day 45; cards accepted.
90-Day Execution Engagement
$25,000–$45,000
The roadmap, worked. Ninety days of execution alongside your team: the prioritized fixes implemented in sequence, weekly tracking against owners and dates, and an operating cadence installed so the work survives the engagement. Priced by scope inside the market range for a transformation engagement of this depth; naturally follows a diagnostic, whose roadmap defines the scope.
Recurring Oversight / Managed Advisory
$3,500–$6,500 / mo
Ongoing oversight after execution: operating reviews, scorecards, and accountability on a recurring cadence — including post-transition support (acceleration-plan management on a non-family transfer; split-ownership governance support on a family transfer) and Culture Index re-measurement.
Expansion Projects
Scoped per engagement
Growth projects beyond the standard ladder — expansion planning, transformation programs, multi-site rollouts — scoped and priced individually, in writing, before work begins. Acquisitions and transitions use the four finalized categories above, not a scoped quote.
About
About Presidential Business Advisory
Presidential Business Advisory is a private consulting firm based in Austin, Texas. The firm works with owners and executives across logistics and delivery, warehouse and distribution, field services, trades, energy and oil & gas services, data-center and advanced-technology operations, technology, sales organizations, and government contracting — through defined engagements built on the ACE framework: optimize how the business runs, lead and build the culture that carries it, control inventory and supply chain with discipline, structure the entity to win work in private and public markets, and handle acquisitions and ownership transitions that decide what a business is ultimately worth. The firm itself is available for federal and state contract work.
Mission
To make businesses perform at their full standard — in any sector. That means efficient operations and operational excellence; fleets managed across their full lifecycle, from procurement to disposal; inventory controlled and audited so the numbers can be trusted; supply chains built on diverse suppliers and distribution that moves fast; leadership aligned and a positive workforce and workplace measured and built on purpose; acquisitions evaluated honestly — EBITDA, cash flow, leadership, and culture — and integrated well; and entities formed and positioned to win federal and state work. Clear diagnosis, quick wins first, owned action, disciplined execution: that is the work, in every service area, for every client — a logistics operator, a tech firm, a sales organization, or an agency buyer.
Vision
A landscape where businesses of every size and sector run on systems instead of heroics — excellent by design, led by leaders whose standard is visible in the culture, staffed by people who are committed because that culture earns it, supplied by a broad and resilient supplier base, and structured to compete for the largest work in both private and public markets. Presidential Business Advisory is the firm owners and executives call at the moments that decide a business: when it must perform, when it must scale, when it must acquire or be acquired, when it must be built — and when it must change hands.
Government contracting — Presidential as your contractor
This website is the public face of Presidential Business Advisory LLC for state and federal contracting. The LLC is a service-disabled veteran-owned small business based in Austin, Texas, available for prime and subcontract work in operations and program support, fleet lifecycle and logistics, inventory and supply-chain services, distribution performance, leadership and workforce development, and acquisition support. Government buyers: request our capability statement through intake@presidentialba.com — registrations and core competencies provided on request. The same GovCon readiness we sell to clients is the standard we hold ourselves to as a contractor.
Firm leadership
The firm is led by an executive operator whose career runs at portfolio and network scale: executive account leadership for 84+ businesses representing $500M+ in aggregate annual revenue; North America fleet experience ownership for 2,400+ businesses across a 600-site delivery network; high-volume operations that moved 42M units at 99.82% efficiency with 30% year-over-year peak growth; a $245M global robotics aftermarket portfolio; a $1.6B Europe-Africa distribution operation directed through 60 managers; and workforce strategy for 10,200 personnel across a 26-program, $16.3B portfolio — across Amazon and the U.S. Air Force, on two continents. Early AI champion in the delivery network; the through-line is science-based engineering with a relentless approach to scale. Credentials: MBA (University of Maryland Global Campus), B.S. Business Administration, A.S. Logistics, PMP, CSCP, Lean Six Sigma Green Belt, Cornell Executive Data Analytics certificate.
Founded by Keith L. Washington Jr., a service-disabled veteran of the U.S. Air Force. The firm is a service-disabled veteran-owned small business. Engagements are taken under the firm's name, by design.
Contact / Intake
Start with a discovery call.
Thirty minutes, no pitch deck: we talk about your operation, where it hurts, and whether a diagnostic would pay for itself. If it's not a fit, we'll say so.
Book or write directly
Prefer email? Write to intake and tell us which service area fits — operations excellence, fleet, culture, formation & government contracting, or a transition.
- Intake & new business: intake@presidentialba.com
- Billing: billing@presidentialba.com
Complete the intake form and your email app will open with your inquiry addressed to intake@presidentialba.com — review it and press send.
Information you submit is used only to respond to your inquiry and is never sold.
What happens next
- We review your note against the service areas — including quick-win assessments and government inquiries.
- Discovery call — 30 minutes, no pitch deck. Government buyers: we send our capability statement on request.
- If an assessment or diagnostic fits, you get fixed scope, fixed fee, and dates in writing before work begins.