WPD Consulting Group

WPD

WisdomPurpose
Determination

Helping owners realize the true value of what they’ve built.

Business Reality Reviews, Value Optimization, and Transition Planning for Owner-Operated Service Companies

Hands of a craftsman

The Quiet Problem No One Explains

Most service businesses are worth more than they appear on paper. Not because owners are dishonest—but because personal expenses run through the company, income was minimized to reduce taxes, and you are essential to daily operations.

When buyers or banks review your books, they don't see your sacrifice, reputation, or relationships. They see risk.

"You didn't build your business to become a spreadsheet discount."

What WPD Actually Does

We work with owner-operated service businesses—plumbing, HVAC, electrical, trades—typically led by owners nearing retirement.

Wisdom

We translate financial language into plain language—so you can make informed decisions, not pressured ones.

Purpose

Your business is part of your life's work. We help you align financial outcomes with personal calling and stewardship.

Determination

We don't just diagnose problems—we help implement solutions that banks, buyers, and successors respect.

"We don't tell you what to do. We help you understand what's true—so you can decide wisely."

Sometimes we consult.

Sometimes we restructure.

Sometimes we acquire.

We always start with truth.

Clear, Defensible Structure

You were right to avoid "percentage-only" upfront. Here is a clean structure that works for you.

Phase 1
Business Reality Review
Flat Fee Engagement
$3,500 – $7,500

Depending on revenue complexity

  • Review of 3–5 years of financials
  • Bank / PE valuation logic breakdown
  • True owner earnings reconstruction
  • Identification of value gaps and risks
Phase 2
Value Optimization
Consulting Options
Option A: Monthly Advisory
$2,500 – $5,000/mo

6–12 month engagement

Option B: Performance-Based
Reduced monthly retainer + 5–10% of realized value increase. Only applies if improvements are measurable.
Phase 3
Acquisition / Transition
Long-term Alignment

If WPD acquires your business:

  • You do not charge consulting fees
  • You earn through ownership & operations
  • Owner financing bridges valuation gap

Founder's Story

WPD was born out of a simple realization: Most business owners don't need another buyer. They need someone willing to slow down, tell them the truth, and walk with them through it.

Through StartRealizing, I've spent years helping people step back and see where God has been present all along—often in places they overlooked: their work, their endurance, their provision, and their responsibility.

Many of the owners I work with didn't set out to build "a business." They built something to provide, to serve, and to be faithful. Over time, that work became valuable—sometimes more valuable than they realize.

WPD exists to help reveal what's already there. This isn't about extracting maximum dollars at any cost. It's about clarity, stewardship, and finishing well.

Consultation meeting

Private Equity Model

  • ObjectiveMaximize IRR
  • Timeline3–7 years
  • First MoveReduce purchase price
  • Owner RoleTransitional, expendable
"They aren't evil. They are designed to extract."

WPD Model

  • ObjectiveReveal & Steward Value
  • TimelineOwner-defined
  • First MoveExplain the numbers
  • Owner RoleRespected, informed
Transparency. Patience. Alignment.

Next Step

Before anyone tells you what your business is worth, understand it for yourself. Start with a Business Reality Review.

Confidentiality Guaranteed