Assessment first, then a written plan, then the work.
Every engagement runs the same way, whether you are on the Build track or the Scale track. What changes is where in the sequence we begin.
Five phases, no improvisation
Nothing is recommended before the assessment is complete, and nothing is left implied — the plan exists in writing.
- 01
Application
You tell us whether you are building or scaling, and the application adapts to that. It is read before anything is proposed.
- 02
Assessment
We review the current position across all five stages — structure, credit, capital, tax and scale — and identify which one is setting the ceiling.
- 03
Written plan
A sequenced plan, in writing: what should happen, in what order, and what each stage depends on.
- 04
Implementation
We work alongside you, and alongside your existing legal, accounting and tax professionals, as the plan is put in place.
- 05
Review
The plan is revisited on a set cadence as the business changes shape and new stages come into play.
Structure, Credit, Capital, Tax, Scale
The five stages every engagement works through, in order.
01Structure
Entity choice, ownership, documentation and the separation between founder and company — set up so everything that follows can stand on it.
02Credit
Establishing the business as its own financial identity, with the records, reporting relationships and discipline that lenders and partners look for.
03Capital
Financials, forecasts, documentation and narrative prepared so capital conversations start from a position of credibility. Advisory and preparation only.
04Tax
Understanding how structure, compensation and growth decisions interact, and working alongside your qualified tax professional rather than replacing them.
05Scale
Operating cadence, reporting and accountability so the business can grow without depending on the founder being in every room.
Start with the choice that shapes everything else.
Scale House provides advisory and preparation services only. We are not a lender, broker, investment adviser, law firm or tax practice, and no funding, credit, approval or financial outcome is guaranteed.