Volare

Fade In Creative

90-Day Growth Roadmap  ·  June 2026

Business Health and Value Report

Fade In Creative.
Your 90-Day Roadmap.

Advertising, Arts and Media  |  Dan Fabrizio and Matt Cori  |  5 Employees  |  June 2026

Revenue
$1.4M
Annual Profit
$150K
Growth Rate
0%
Health Score
35%
Current Value
$291,900
Value Target
$3,000,000
What founders say
CL
"My business has nearly 10x'd since we started working together."Cole Lyon, Lyon SEO
BG
"We went from unpredictable revenue to something reliable, and saw a 100% increase month over month."Brennan Gilbert, CounterWeight Studios
CJ
"We scaled nearly 6x in recurring revenue within six months. That growth was completely intentional."Carey James, Brand Alchemy
Read All Stories
Propeller Health Assessment

Your business health, scored.

42 out of 120 total points across six categories. Every gap between your score and 120 is recoverable enterprise value.

35%
42 of 120 points
Industry: Advertising, Arts and Media
Profit Multiple: 1.95x (avg 3.71x)
Exit Timeline: 3 to 5 years
Exit Goal: $3,000,000
Financials
40%
Sales
25%
Marketing
25%
Leadership
60%
Recruiting
30%
Productivity
30%
Below 60% - Act Now
60 to 80% - Right Direction
Above 80% - Well Built
Current Value (Profit-Based)
$291,900
At 1.95x with 35% health score
Value at Industry Average
$556,500
At 3.71x profit multiple
Value at Industry High
$834,000
At 5.56x with strong health
Your Identified Gap
$2,000,000
Between today and your $3M target
Your 90-Day Plan
Prioritized Action Roadmap

Actions are sequenced across three months to maximize leverage on your health score and enterprise value. Start with Month 1 items first.

M1
Month 1
M2
Month 2
M3
Month 3
📈
Financial Roadmap
The lifeline of your business
40%
8 out of 20 points
Immediate Action
Health Assessment Indicators
4
We have a clear pricing structure in which we analyze gross margin of our product or services produced on a frequent basis.
2
Our revenue is predictable, recurring (subscription) or pre-contracted at appropriate levels per our industry standard.
1
We have a 12-month micro cash flow and 5-year macro forecast for revenue, expenses, margin and profit.
1
I review financial statements and then review and trend future financials with department heads monthly.
90-Day Actions
✓ Session Agreed
M1
Build the 5-year macro plan with clear goals. Decide: 3 years or 5 years. Name the revenue, profit, and EBITDA targets required each year to reach $3M in valuation. This plan must exist in writing before any other financial initiative makes sense.
M1
Run a client attrition scenario in QuickBooks. What does cash flow look like if your top client reduces volume by 50% this year? Know the answer before it happens.
M2
Establish a standing bi-weekly financial review with Dan, Matt, and Nicole. 30 minutes. Agenda: cash on hand, pipeline value, monthly revenue vs. goal, and one operational flag.
M3
Extend the macro plan into year-by-year milestones for revenue, profit, headcount, and valuation. Review it quarterly so the numbers drive decisions, not gut instinct.
🚀
Sales Roadmap
Your ability to control revenue
25%
5 out of 20 points
Immediate Action
Health Assessment Indicators
2
We have a diverse mix of clients ensuring our top 5 clients represent no more than 20% of total revenue.
1
We have a clear and effective sales process that converts leads to clients with tools, scripts and systems for high conversion.
1
We have a clear breakdown of all sales metrics for tracking and forecasting plans within a CRM that ensures objectives are achieved.
1
We have a strong sales team with an effective compensation structure and the owner(s) do not produce sales themselves.
90-Day Actions
✓ Session Agreed
M1
Begin documenting the sales playbook. Write it down. The goal is a reliable, repeatable method that can eventually be handed to a business development person. Record your next 3 client conversations and capture the proposal logic, pricing rationale, and deal stages that currently live only in Dan's head.
M1
Create a client diversification plan to reduce top-5 dependency. Map every active client as a percentage of total 2025 revenue. Any client above 25% is a named risk and a direct valuation discount in any future due diligence review.
M2
Build a pipeline tracker in a shared spreadsheet: Prospect, Proposal Sent, Negotiation, Closed Won, Closed Lost. Add estimated value and close probability per deal. Review it weekly.
M3
Set a written 12-month concentration target: no single client above 30% of revenue by year end as an interim milestone toward the 20% standard that protects your valuation.
“

Partnering with Volare was one of the best decisions we’ve made for our company’s growth. Their finance-first approach blends actionable strategies with the operational discipline we needed to scale.

Mark Grubbs, Co-Founder  |  Belong Designs

See what founders across industries have built with Volare.

Read Founder Stories
📣
Marketing Roadmap
Your predictable growth engine
25%
5 out of 20 points
Immediate Action
Health Assessment Indicators
1
We have a clear and effective strategy to identify ideal client personas (ICP) and are able to target with the right offering.
1
We have a lead distribution plan with all lead source goals and sales conversion metrics by source that we review monthly.
1
We have a consistent marketing engine that achieves monthly qualified lead goals and we have ample opportunity in our market.
2
We know our direct and indirect costs per acquisition by lead source for all of our client personas.
90-Day Actions
✓ Session Agreed
M1
Clarify and lock the ICP. Write it down and narrow it. Pharma, Live Events, and Private Equity are in. Education and Nonprofit are out of active outreach spend immediately. Every marketing dollar must land in a segment where your margins are strong.
M1
Set clear performance goals with your outbound vendors. 300 emails per quarter is a volume goal only. Add a required conversion result: booked discovery calls per 100 emails sent. This establishes your baseline for all future outbound measurement.
M2
Build one vertical-specific case study per target segment using existing client work. Start with Pharma. Format: client challenge, your approach, measurable outcome. This is what turns an outbound email into a credible conversation.
M3
Build a monthly lead source tracker. Measure volume, response rate, calls booked, proposals sent, and deals closed by source. This becomes the baseline you compare all future marketing investment against.
🧭
Leadership Roadmap
The heart of your business
60%
12 out of 20 points
Not a Month 1 Priority
Health Assessment Indicators
2
We have people responsible for each department and have contingency plans in place to avoid key person dependencies.
2
We have effective leadership systems including annual reviews, team meetings, structured coaching events and accountability meetings.
4
Our leadership team is highly skilled at situational leadership, effective meetings and know how to have healthy conflict.
4
We have a performance culture in which our team members deliver consistent results which leads to strong employee retention.
This Quarter's Focus
Leadership was not selected as a 90-day priority in your session. At 60% it is your strongest category and the foundation everything else builds on. The real leadership leverage right now comes through the Productivity work: once delegation frameworks are in place and Nicole's role is formalized, your score here will climb as a natural byproduct.

Items to activate in the following quarter: formalizing Nicole's title and scope, building contingency coverage for key operational roles, and establishing a standing monthly leadership review with Dan, Matt, and Nicole.
👥
Recruiting Roadmap
The quality of talent you keep
30%
6 out of 20 points
Not a Month 1 Priority
Health Assessment Indicators
1
We have job descriptions and key performance indicators (KPIs) linked to a compensation plan for all roles in our company.
2
We have an effective multi-person interview process that measures chosen attributes per role and converts top talent.
1
We have a consistent recruiting engine that generates the number of candidates needed and at a profitable cost per acquisition.
2
We have a strategy and plan that is documented and allows us to onboard and train all key positions within the company.
This Quarter's Focus
Recruiting was not selected as a 90-day priority in your session. At 10% YoY growth with no active expansion plan, formalizing a recruiting engine would be premature overhead right now. This category becomes a priority when the operational foundation is in place and you are ready to grow headcount intentionally.

Items to activate next quarter: job descriptions for your 3 most-used freelance roles, a documented onboarding process for new crew members, and preferred vendor agreements with core freelancers that include IP assignment language and right-of-first-refusal on project dates.
⚙
Productivity Roadmap
Your guardrails for scale
30%
6 out of 20 points
Immediate Action
Health Assessment Indicators
1
We have standard operating procedures (SOPs) documented and systems automated to support all departments of the company.
1
We have technology customized and integrated within the company in which all employees are re-trained at an expected frequency.
1
The owner(s) of the company are working on the right priorities for the business while not exceeding 50 hours per week.
3
Majority of team members have the skill and ability to effectively plan, manage their calendar and maintain a strong work-life balance.
90-Day Actions
✓ Session Agreed
M1
Delegate for empowerment. Build clear decision-making frameworks. For every role on your team, write down what they can decide without asking, what requires a check-in, and what always escalates. Founders get their time back by stopping the boomerang effect.
M1
Write down what success looks like for each team member in writing. When people know exactly what a good outcome looks like, they stop asking for approval and start delivering results. Start with the part-time editor this week.
M2
Implement a weekly 15-minute standup with Dan, Matt, Nicole, and the PT editor. Surface blockers before they escalate into founder fire-fighting. Structured visibility, not additional meeting overhead.
M3
Name your 3 most repetitive production workflows and write a basic SOP for each. Bullet points are enough. It needs to exist outside of your head. Start there and build from it.
Founder Stories

Real founders. Real numbers.

A look at what owners of founder-led companies have said about working with Volare on growth, valuation, and exit readiness.

In Their Own Words

The change, told by the founders who lived it.

Short videos from Volare advisory clients on what shifted in their business, their numbers, and their day-to-day.

Bob Heid
We Are Kymera

“The company is going to be worth a lot more than I thought it was going to be.”

Gregory Perrine
Pholio

“Seeing the rapid growth we’ve had out of the sessions with Volare, it is worth every single penny.”

Rocio Aldana
Pholio

“I didn’t know how much we needed it until we had it. And now I don’t think that we could exist without it.”

Brennan Gilbert
CounterWeight Studios

“We went from unpredictable MRR to something reliable, and saw a solid 100% increase month over month.”

Carey James
Brand Alchemy

“We scaled nearly 6x in recurring revenue within six months. That growth was completely intentional.”

Co-Founders
Elevated Tahoe Properties

“If your business relies on you heavily, talk to Volare. Highly recommend. Five stars.”

“

“My business has nearly 10x’d since we started working together.”

CL
Cole Lyon
Owner, Lyon SEO
“

“With their coaching and accountability, I 4x’d my monthly revenue. I can’t recommend Volare enough.”

MB
Maggie Burns
CEO, Flow & Glow MedSpa
“

“Partnering with Volare AI was one of the best decisions we’ve made for our company’s growth.”

MG
Mark Grubbs
Co-Founder, Belong Designs
“

“Their ability to distill complex concepts into actionable strategies was impressive.”

ES
Elijah Szasz
Co-Founder, SPARK6
“

“This has been one of the best decisions that I could have made.”

SE
Shaggy Eells
Owner, SLC Events
“

“They’ve given us clarity, direction, and accountability that helped us scale faster.”

NH
Nolan Harper
CMO Brand Alchemy · CEO AgentStack
“

“They gave me great ideas to scale the property to make exponential growth.”

JK
Jordan Korczak
Owner, Tahoe Mountain Inn

Ready to propel your business beyond expectations?

Your 90-day roadmap is built. Your decision call is Tuesday at 11:30 AM. Let’s start closing the gap between $291,900 and $3,000,000.

carrie@volare.ai  |  Volare Advisory  |  June 2026