From Deal Training to Deal Engine: How CX Turns Harbour Club Alumni into Sector PE Operators

I joined The Harbour Club on 25 April 2024 for Jeremy Harbour's method: buy businesses for little or no money down, create value, exit at multiples. I bought the WIBO course but immediately hit a technical snag—I wasn't receiving the course emails despite my purchase being confirmed.

After sorting the access issue, I dove into the training. I sourced retiring owners, negotiated creative terms, explored agglomerations. The methods were solid, but I quickly realised I wasn't naturally gifted at lead generation. So I did what any sensible person does when they recognise a weakness—I hired Ben Harbour to handle my lead generation campaigns.

The irony wasn't lost on me: I was learning to buy businesses whilst simultaneously outsourcing a core function of my own business development. But it worked. Ben's team generated qualified leads, and I was invited into the WIBO Community WhatsApp group, connecting with other alumni navigating similar challenges.

Here's what I discovered through this process: knowing how to buy a business isn't the same as transforming it. And more importantly, recognising when to bring in experts—rather than struggling alone—became the foundation of everything that followed.

Through building Consilience Ventures and selling TokenSphere to Avrio—where we pioneered tokenised real-world assets—I discovered my actual strength wasn't dealmaking. It was connecting assets, experts, and operators to create measurable growth.

That realisation became Consilience X (CX): turnkey infrastructure for ecosystem builders to run expert-led value-creation programmes. For Harbour Club alumni, it means turning training into a scalable execution engine.

The Problem Nobody Mentions

You've done the course. You know deals exist. You've maybe sourced a few. But here's what happens to most Harbour Club graduates: deals don't close, or when they do, the business stalls.

Common roadblocks:

  • No dedicated team to execute value-creation plans
  • Limited capital for post-acquisition improvements
  • No systems to integrate multiple acquisitions
  • No repeatable model for scaling beyond one deal

Result: 700 letters sent, 3 meetings booked, 0 deals closed—or one deal that becomes a full-time job instead of a portfolio.

The Vision: From Graduate to Sector PE Operator

Imagine leaving Harbour Club with more than knowledge. Imagine deploying your own fully staffed, sector-specific execution engine—a CX Protocol instance that provides:

  • Pre-vetted fractional experts (CFOs, marketers, operations specialists)
  • Sprint financing for growth projects without personal cash requirements
  • Central dashboard to manage every portfolio company
  • Standardised integration playbooks

You're no longer just a dealmaker. You're an operator who transforms acquisitions quickly and at scale.

Concrete Scenarios: CX in Action

HVAC Roll-Up

CX Protocol Deal Terms Structure

CX Protocol Deal Terms Structure

Target: HVAC Services Ltd (£2.4M revenue, £480K EBITDA)
Acquisition Method: Harbour Club vendor finance + earnout
CX Protocol: HC HVAC Southeast USA
Integration Timeline: 18 months to exit

1Expert Deployment Terms

Squad Composition

CFO
Fractional, 2 days/week
Marketing Lead
Fractional, 3 days/week
Operations
Fractional, 2 days/week
Biz Dev
Fractional, 1 day/week

Payment Structure to Experts

30%
Cash Component
70%
Execution Capital (XC)
Monthly
Cash Payment Frequency
On Acceptance
XC Issuance

2Execution Capital (XC) Mechanics

Repayment Trigger

Revenue Threshold: Repayments begin when monthly recurring revenue increases by £15K+ above baseline
Grace Period: 3 months from milestone completion before repayments can begin

Repayment Mechanics

8%
Of incremental monthly revenue
2.5×
Cap Multiple
£100K XC
Example Issued
£250K
Total Repayment Cap
Example Calculation:
Monthly revenue increase: £20K above baseline
XC repayment: £20K × 8% = £1,600/month
Time to cap: £250K ÷ £1,600 = 156 months (if sustained)

Revenue Attribution

New Customer Revenue: 100% attributable
Existing Customer Upsells: 75% attributable (if driven by new services/processes)
Operational Efficiency Savings: 50% attributable (converted to revenue equivalent)

3Milestone Structure & Acceptance Criteria

1 Phase 1: Foundation (Months 1-3)

CFO Milestones:

  • Cash flow forecasting system implemented
  • Monthly P&L automation with variance analysis
  • KPI dashboard (13-week cash flow, gross margin by service line)

Marketing Milestones:

  • Lead generation system (Google Ads + local SEO)
  • CRM integration with pipeline tracking
  • Customer retention programme launched

Operations Milestones:

  • Service contract standardisation (3 tiers)
  • Technician scheduling optimisation
  • Parts inventory management system
Acceptance Criteria: Systems operational, training completed, KPIs baseline established
2 Phase 2: Growth (Months 4-12)
15%
Increase in MRR customers
25%
Improvement in average job value
20%
Reduction in CAC
90%+
On-time service delivery
Acceptance Criteria: Targets achieved for 3 consecutive months
3 Phase 3: Scale Preparation (Months 13-18)

Integration Readiness:

  • Standardised processes documented
  • Management team trained and autonomous
  • Financial controls audit-ready
  • Customer contracts transferable
Acceptance Criteria: Independent audit confirms systems scalability

4Operator Governance & Quality Assurance

HC HVAC Southeast USA Operator Responsibilities

Expert Vetting: Technical interviews, reference checks, trial projects
Milestone Review: Monthly progress assessment with binary pass/fail decisions
Quality Control: Customer feedback monitoring, KPI verification
Dispute Resolution: Mediation between company and experts on scope/delivery

Reporting Cadence

Weekly
Expert timesheets and progress updates
Monthly
KPI pack with revenue attribution
Quarterly
Milestone gate review

5Financial Projections & Economics

Investment Economics

£180K
Total Expert Fees (18 months)
£54K
Cash Outlay (30%)
£126K
XC Issued (70%)
£315K
XC Repayment Cap (2.5×)

Revenue Impact Projections

Revenue Growth Trajectory:
Baseline Revenue: £2.4M annually
18-Month Target: £3.6M annually (50% increase)
Incremental Revenue: £1.2M annually
Monthly Incremental: £100K
XC Repayment Rate: 8% of £100K = £8K/month
Time to Cap: 39 months (£315K ÷ £8K/month)

Exit Economics

£2.4M
Entry Valuation (5× EBITDA)
£14.4M
Exit Target (4× revenue)
£12M+
Net Gain
£315K
Expert Upside (if cap reached)

6Risk Scenarios & Mitigation

Underperformance Scenarios

Revenue targets missed by >20%: Expert replacement provisions activated, milestone payments protect against non-completion
Expert non-delivery: Milestone-based payments ensure payment only follows delivery and acceptance
Market downturn: XC repayments automatically pause if revenue falls below baseline threshold

Overperformance Scenarios

Faster growth than projected: Earlier cap achievement means obligations end sooner, protecting company cashflow
Multiple acquisition opportunities: Protocol scales across acquisitions with proven systems
Earlier exit opportunity: XC obligations transfer to acquirer or settle at exit value

Why This Is 10× for Harbour Club Alumni

Without CXWith CX
Knowledge without execution supportKnowledge + instant operational capacity
One-off dealmakingRepeatable acquisition & integration machine
High cash demands for growthCash-light sprint financing with milestone repayments
Slow scalingFaster integration → faster exits → higher IRR

Personal portfolio growth: 1 company in 3 years versus 5 companies in 3 years with CX.

The Multi-Operator Vision

With CX, alumni can run protocols by sector, region, or investment thesis:

  • HC Midlands Manufacturing CX — Light manufacturing roll-up
  • HC Florida B2B Services CX — Family-owned succession plays
  • HC APAC IT Services CX — Managed services roll-up to IPO
  • HC California Food CX — Speciality food consolidation

All benefit from shared expert pools, standardised legal frameworks, and Harbour Club brand credibility.

How CX Works: The Mechanism

CX equips ecosystem builders with complete infrastructure: investment vehicles, token issuance (Execution Capital), governance frameworks, operator software, revenue models, and legal playbooks.

For participating companies: Deploy senior experts using cash plus Execution Capital (XC). Work is scoped by milestones. Repayments begin when revenue starts and end at a fixed cap, aligning incentives whilst protecting cash.

Payment split: Default 30% cash, 70% XC to experts. Companies repay XC only from revenue, up to a predetermined cap (typically 2-3× the XC value).

Governance: Local operators manage quality, milestones, and acceptance criteria. No black boxes.

The Call to Action

You already know how to buy businesses. Now own the process of transforming them—without hiring massive teams or risking personal capital.

CX Protocol provides instant operational capacity, funding for growth without personal debt, and a repeatable model for building sector-specific empires.

It's not just training anymore. It's your launchpad to becoming a micro-private equity powerhouse.

Ready to turn deal knowledge into deal execution? Book an Operator consult to explore launching your sector-specific CX Protocol.


Consilience X is the turnkey infrastructure for ecosystem builders—investment vehicles, token issuance, governance, software, business model, and legal playbooks—to launch expert-led value-creation programmes under their own brand. Harbour Club alumni use CX to scale from dealmakers to operators.

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