How to Get Started with iii Partners

Getting started with iii Partners follows a defined, risk-reversed sequence — beginning with a brief partner-to-partner conversation and moving through a short diagnostic before any larger commitment is made. No demos, no open-ended discovery calls.

Step 1 — The Twenty-Minute Conversation

Every engagement begins with a twenty-minute partner-to-partner call with Scott — not a sales demo. The goal is to walk one labour-heavy business in your portfolio and identify where the margin lift is.

• No pitch deck required
• No AI-capability overview
• A focused conversation about one specific operational cost problem

Book directly: [cal.com/iii/iii-partners-demo](https://cal.com/iii/iii-partners-demo)

Or email Scott at scott@iii.partners.

Step 2 — The Diagnostic

If the conversation surfaces a real opportunity, the next step is a short, fixed-scope, risk-reversed diagnostic of approximately two weeks.

What the diagnostic produces:

• Instrumentation of the target business
• A countersigned baseline covering revenue, EBITDA, headcount, sales cycle, and owner dependence
• A clear view of whether the lift is real before any deployment is agreed

> Without the before, iii Partners can never charge for the after. The diagnostic is the foundation of accountability.

Step 3 — Deployment (Conditional)

Deployment only proceeds if the diagnostic confirms the improvement opportunity is genuine. The deployment runs under a published standard that is auditable at board level.

Step 4 — Measured Before-and-After

The final deliverable is a documented before-and-after — a manufactured asset that demonstrates the profitability improvement. This is what iii Partners is paid for.

Pricing

• Fixed price from a published menu, quoted within one business day
• Never hourly
• Discounts are only exchanged for performance share or equity — otherwise scope is reduced and price is held

Who Should Initiate

• PE operating partners, independent sponsors, and family offices with labour-heavy portfolio companies
• Searchers and newly installed CEOs inheriting operationally complex businesses
• Direct owners of businesses above $500k EBITDA with high repetitive-process cost