What does a Fulcrum Advisory engagement cost?

Fulcrum Engagement Structure & Pricing

1. Bearing Diagnostic — $3,500

A standalone engagement that identifies where the business actually is and pinpoints the highest-leverage constraint.

Includes:

• 90-minute structured diagnostic conversation
• 12–18 page written Bearing Report with specific, prioritized findings
• 60-minute debrief session to walk through findings and scope next steps

Use cases:

• Validate your own thinking about the business
• Get a third-party read before a major decision
• Decide whether an embedded partner is the right next move

If the Diagnostic leads to an ongoing engagement, the $3,500 applies to the first month of the ongoing partnership.

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2. Ongoing Embedded Partnership — $4,000–$8,000/month

Covers the full embedded partner model: weekly advisory, async availability, and active work on agreed workstreams.

What drives the monthly rate:

1. Scope depth
   • Narrow scope: e.g., a single workstream like sales process redesign → lower end of range
   • Broad scope: e.g., operational infrastructure, team development, and strategic planning → higher end
2. Founder access requirements
   • High-access: daily availability, frequent quick-turnaround work → higher rate
   • Lower-access: clear weekly cadence, minimal between-session needs → lower rate
3. Engagement stage
   • Earlier-stage work (Clarity, Leverage) → lower end of range
   • Deeper structural work (Execution, Momentum) involving systems-building, leader development, and operating model redesign → higher end

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3. Contract Structure

• Initial term: 90-day commitment
  • Establish real context
  • Run a diagnostic (if not already done)
  • Identify the primary leverage point
  • Begin the first workstream
• After 90 days: month-to-month with 30-day notice to stop

No multi-year contracts. No performance penalties. No obligation to continue beyond the point where the engagement is delivering value.

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4. What’s Included

Everything required to execute the engagement:

• Advisory sessions
• Between-session / async availability
• All documents, systems, and frameworks produced
• Fulcrum’s direct involvement in the workstreams

There are no extra line items for deliverables and no additional fees for tools or frameworks created during the engagement.

All assets created during the engagement belong to you and do not revert to Fulcrum when the engagement ends.

Related: What the Assessment includes · How long does an engagement last · Is my business ready for Fulcrum

Fulcrum Engagement Overview

Fulcrum offers two complementary engagement options with distinct pricing and structure.