How is this different from a management consultant?

We stay through implementation. Engagements are measured on operating results — margin, cash, throughput, retention — not on deliverables produced.

How long does a typical engagement run?

Diagnostics run four to six weeks. Ongoing advisory relationships typically run six to twenty-four months with a monthly or bi-weekly cadence.

Do you work with businesses under $1M in revenue?

Sometimes, when the owner is preparing for a specific growth step or transaction. Below that, our CPA and fractional CFO services usually deliver more value first.

Grow

Build a stronger, more durable company.

Strategy, operations, leadership, and profitability work for privately held business owners who want measurable performance improvement — not a slide deck.

Focus

Revenue, margin, and operating discipline

Format

Ongoing advisory or focused sprint

Who it fits

$1M–$50M privately held companies

Most owners do not have a strategy problem. They have an execution problem hidden inside a growth problem hidden inside a reporting problem. Our advisory work starts by separating those, then fixing them in the order that produces cash and confidence fastest.

We work alongside ownership and the leadership team — in the business, in the numbers, and in the room where decisions are actually made.

Where we start

Every engagement opens with a diagnostic across five areas: commercial performance, operating capacity, financial clarity, leadership structure, and owner dependence. The output is a prioritized list of the constraints actually limiting the business.

Revenue mix, pricing integrity, and sales pipeline discipline
Gross margin by service line, customer, or location
Operating capacity, throughput, and delivery consistency
Management structure, accountability, and reporting cadence
Owner dependence and single points of failure

Strategy that survives contact with Monday morning

We build plans in quarters, not five-year horizons. Each quarter carries a small number of measurable objectives, a named owner, and a weekly rhythm that surfaces slippage early. The plan is short enough that the leadership team can recite it.

Where the constraint is capability rather than clarity, we help recruit, restructure, or coach into the gap.

Profitability and operating systems

Margin improvement usually comes from four levers: pricing, mix, labor efficiency, and vendor terms. We quantify each one, model the realistic upside, and sequence the changes so the business absorbs them without disruption.

Alongside that, we install the operating systems that keep gains in place — standard work, dashboards, and a management cadence that does not depend on the owner being in every conversation.

Case study — Multi-location professional services

18% margin improvement across four locations

Situation

An $8M service business had grown to four locations without management infrastructure. Delivery quality varied by site and the owner was the escalation path for everything.

What we did

Installed a location-level P&L and weekly KPI review
Built a regional management layer with defined authority
Repriced two underwater service lines
Moved the owner out of daily operations over two quarters

Outcome

Operating margin improved 18% in twelve months and the business opened a fifth location with a repeatable playbook.

Common questions

Prepare Your Business for Growth

Start with a conversation about what is actually constraining the business. We will tell you plainly whether we can help.