Every engagement starts with a 30-minute discovery call and ends with a written summary you can hand to anyone — your spouse, your CFO, your banker, your eventual buyer.
A working strategy is a small set of decisions everyone in the company can repeat from memory. We help you arrive at that set — and the quarterly rhythm to keep it alive.
Most operating problems are not technology problems. They are process problems wearing a software costume. We map what is, design what should be, and document the difference.
If you cannot trust the numbers, you cannot trust anything built on them. We give owners a cash-honest P&L, a real 13-week cash forecast, and a one-page monthly dashboard.
Confidential monthly 1:1 coaching for founders, their second-in-commands, and rising leaders. Most owners we work with have never had a place to think out loud. We become it.
We are not a marketing agency. We work with the one you already have — or help you find one — to make sure the story, the offer, and the price line up with the strategy.
For owners who want to step back, bring family in, or eventually sell. We help you build the company that will let you do that on your terms, not on someone else's timeline.
Every format is a fixed fee on a fixed scope. No hourly billing, no surprise invoices.
2 weeks · Fixed fee
A focused diagnostic of one area of the business. You leave with a written brief and three to five concrete recommendations.
90 days · Renewable
Two on-sites, weekly check-ins, monthly review, and unlimited async. The default format for clients in active transformation.
12 months · By invitation
For owners who want a steady senior advisor on call. Monthly cadence, board attendance, and access to our partner network.
Most owners aren't, on the first call. That's what the discovery conversation is for.
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