90 Days to Cash & Control™ | Upside CFO Services
For Custom Homebuilders Doing 3–10 Homes / Year

90 Days to Cash & Control™

Add at least $50k in annual profit in 12 weeks by fixing pricing, draws, and cash clarity - with no extra jobs.

Book Your 15-Minute Pricing Power Play Call
$50K profit guaranteed

Built for Builders Who Want CFO-Level Clarity Without Spreadsheets

Custom homebuilders doing 3–10 homes/year ($3M–$20M annual revenue) who want the clarity, confidence, and cash control of a CFO without adding complexity.

If you're tired of guessing, cash swings, and waiting to get ahead, this sprint is built for you.

Your Jobs Aren't Broken. Your Systems Are.

Most builders start every job upside-down: cash leaves faster than it comes in, draw schedules choke momentum, and “$1M in the bank” rarely means freedom.

We install mechanisms that raise certainty and make speed felt:

Draw Optimizer

Rebuild your Schedule of Values so you're ahead on cash in the first 120 days.

Pricing Pack

Re-price your next two bids so markup turns into real margin — and still gets accepted.

Breakeven & Billing Targets

Your monthly number on one page so decisions stop being guesses.

Then we map every milestone so progress is visible and tangible from day one.

Real Results from Builders Who Took the Sprint

DRAW RESET:

On a $3.2M Hill Country build, we rebuilt the draw schedule so the builder took a 15% mobilization fee and ~ $800k by Day 30.

OVERHEAD LOADED:

Another builder now loads a $6,250/mo estimator +$27k/mo admin into pricing. That's $33,250/mo no longer coming out of profit.

GC FEE RESET:

In Telluride, a builder moved GC fees from 15% to 18% on a $10M home ~ + $300k on one project.

BREAKEVEN REALITY CHECK:

One owner discovered he needed ~ $210k less per month to breakeven using improved pricing.

See Exactly What Happens Next: Every Milestone Mapped

Upside CFO Timeline

Every Mechanism That Builds Profit and Control

Books Clean + Cash Truth

Your numbers organized and reconciled so you can trust your decisions.

Value: $8,500

Breakeven & Billing Targets

Know your monthly revenue number — the exact point when jobs start paying you, not the other way around.

Value: $12,000

Draw Optimizer (Template + Plan)

Restructure your draw schedule so the client funds the build with their money.

Value: $10,000

Pricing Pack (Calculator + Bid Template)

Bid with confidence. Turn markup into margin that gets approved.

Value: $12,000

Owner's First Formula + Second Payday

Pay yourself right, not last. Lock in a steady builder's salary and add a profit payday without starving the company.

Value: $8,500

Limited-Time Bonuses (Included This Cohort)

Freedom Forecast

See your next 90 days of cash flow before it happens.

Bonus Value: $3,500

Tax Return Review

Spot hidden savings and plug leaks your CPA missed.

Bonus Value: $2,500

Builder Decision Profile + Buyer Scripts

Hire better and close buyers faster.

Bonus Value: $2,500

We Do 90% of the Work. You Get 100% of the Results.

≤ 60 minutes per week

One working session a week, approve decisions, send two bids. We handle the rest.

Price & Terms

Core Sprint

$18K
or $17k paid in full

Optional Premium

$25K
Sprint + Working Wealth Tax Advantage
No shame if your books need a little love before we run pricing and draws. We bake a few cleanup hours into every project so we can start with solid data. If things are extra messy, we'll quote the cleanup separately and get everything squared away before we dive in.

Your Guarantee

$50,000

If you don't add at least $50,000 in annual profit within 12 weeks, we work with you free until you do.

No fine print. No gray area. Just results.
Book Your 15-Minute Pricing Power Play Call
We’ll run your numbers, show two live receipts, and reserve your cohort slot.

Straight Answers to Common Pushbacks

“We already have a CPA.”

That's normal. CPAs file returns. We install pricing, draw, and cash systems so you stop guessing during the year.

“We’re too busy.”

That's exactly why this exists. The time commitment is ≤ 60 minutes/week. Staying without fixing the system costs more.

“That’s a lot.”

A 1–2% price lift or plugging 0.5–1.5% margin leakage pays for the sprint many times over, typically within months.

“Let’s revisit later.”

We run small cohorts starting the 1st and 15th each month. Waiting means paying the cost of delay for another quarter.

Why Book Now

Only two builders per month. Sprints start on the 1st & 15th.

We'll run your numbers, show two live client receipts, and reserve your cohort slot.

Reserve My Spot →