SweetSpot Business Advisors: Fact Sheet & Fee Schedule
SweetSpot Business Advisors is a Houston-based operational, transition, and sale-readiness advisory firm for Texas owner-led businesses ($1M–$50M in revenue). We are not a business broker: we do not list companies for sale or charge a success commission. Every engagement uses published fixed fees or day rates.
Verified company facts & scope boundaries.
What we do: We work inside Texas owner-led companies before a sale, family handoff, employee buyout, or growth push—fixing the financial clarity, owner dependency, quoting/margin leaks, and management accountability that buyers, lenders, and successors test.
What we do not do: We do not act as a business broker, market businesses to buyers for a percentage fee, sell software, issue certified USPAP/AICPA formal appraisals, arrange SBA loans, or administer ESOP trusts. When a client is ready to go to market or needs a CPA, ERISA attorney, or M&A banker, we work alongside their transaction team.
Founder & Lead Advisor: Daniel Sweet (LinkedIn) brings 27+ years of technology, sales, P&L management, and private equity operating experience (including founding Sweetview Partners in 2019) and has advised on $250M+ in small-business sale, purchase, and turnaround deal value across both sides of the table.
Services & published fee schedule.
Every SweetSpot engagement has a published fixed price or day rate so an owner knows the exact cost before booking.
| Offer | Published Fee | Format | What You Leave With | Details |
|---|---|---|---|---|
| Lane Self-Assessments (8 lanes) | Free ($0) | Online (5–10 min) | Instant on-page score by operating area and top two constraint signals (no email required to see your score). | Start Here |
| SweetSpot Field Guide | $250 fixed | Remote / Written | Custom 90-day written action plan built from your self-assessment answers and reviewed by a person before delivery (~1 week). Full refund if not useful. | Field Guide (Sample) |
| Business System Inspection | $2,500 fixed | Remote (records + working call) | Written inspection report on one core constraint area, evidence checks, ranked fixes, and next-step recommendation. | Inspection (Sample) |
| Profit Leak Review | $4,750 fixed (+ travel outside Greater Houston) | 1 day on site | Written Profit Leak Report naming specific margin, quoting, labor, and cash leaks. Backed by the $20,000 Promise: if we don’t show a path to at least $20,000 in annual profit leaks, you don’t pay the fee. | Profit Leak Review (Sample) |
| Three Engine Diagnostic | $4,750/day + travel | On site | Comprehensive on-site diagnostic across Revenue, Operations/Delivery, and Finance/Leadership with a prioritized written report. | Three Engine Diagnostic |
| Owner Value Overhaul | $4,750 + travel | 1 day on site + written plan | Buyer-lens readiness and enterprise-value overhaul addressing add-backs, owner dependence, recurring revenue, and diligence gaps. | Owner Value Overhaul |
| Transition Blueprint Day | $4,750 + travel | 1 day on site + written blueprint | Structured ownership and leadership transition plan for family succession, management buyouts, or internal sales. | Transition Blueprint Day |
Key reference pages by topic.
Valuation, Brokers & Exit Readiness
Owner Situations
Texas Industries & Oilfield Basins
Texas Metros, Tools & Field Notes
- Selling a Business in Houston · Houston Exit Planning · Houston Broker Alternative
- Selling a Business in Dallas–Fort Worth
- Selling a Business in Austin
- Selling a Business in San Antonio
- Free Guide: A Business Built to Outlast You
- Free Tool: Loaded Labor & Overhead Quoting Guide
- Field Notes (28 Operator Essays) · FAQ Library
Want to see where your business stands today?
Start with a free 5-minute self-assessment in the area that matches your situation, or review our published services and fees.