We typically work with businesses from $1M to $25M in revenue. Starting out? Start with the Business Checkup.
The projects you've shelved for lack of time, people or expertise. We take them on and see them through.
Strategy
We write down where you want the business to go, break it into quarterly priorities, and set the daily goals each person works to.
What you get
A detailed roadmap with an owner and a number on every milestone, and a team that knows what to hit each day.
Who decides
You do. We build the plan and run it with your team.
Technology and IT
One place for the numbers, procedures and files the business runs on, with a dashboard for each leader.
What you get
Leaders who find what they need without asking you, and a guide your team can follow.
Who decides
You choose what each leader sees.
Quoted as its own project.
Strategy
The market, the customers, the competition, the permits and the funding, researched before you commit.
What you get
A launch plan, a comprehensive financial model on realistic assumptions, and a checklist to open the doors.
Who decides
You make the go decision. Your accountant and attorney make the licensed calls.
When the business needs an executive in the seat, we serve as fractional COO, CEO or operating lead. Every engagement is scoped to the business.
Capital and financing
Borrower file
Your financials, tax returns, entity documents, debt schedule, insurance and key contracts in one file, kept current every quarter.
Financing process
The request package, sent to the lenders you choose, with offers compared side by side.
Term sheets
Every offer compared line by line, with the points to negotiate.
Application to closing
The application, diligence requests and closing checklist, run with your lender, attorney and accountant.
After closing
Reporting deadlines, covenants and renewals tracked.
Raising capital
The materials, data room and diligence answers for investors.
We are not brokers. We work for you, on your side of the table. Every financing project is a flat fee, quoted before the work.
27 years in the executive suite. $3.5 billion in transactions. $750 million in equity raised.
Lead Partner's record.
Examples
Finance and accounting
Books you can trust, closed on time every month.
What you get: A full financial model and a clear picture of where the business stands.
Finance and accounting
The numbers that run the company, in one view, tied to the books.
What you get: A report you read in five minutes.
Operations
Equipment and stock listed and valued, then sorted into sell, keep or fix.
What you get: Cash from what you sell, and a plan for what you keep and fix.
Finance and accounting
Checked line by line against the records and moved into a ledger with checks built in.
What you get: A reconciled ledger and a list of every error found.
Technology and IT
Every subscription and login, with its cost and users, then kept, cut or connected.
What you get: Lower costs and every login accounted for.
Administration
Invoicing, bills, reimbursements, company cards and approvals, run by systems with review built in.
What you get: Fewer hours on routine finance and books that stay current.
Administration
Accounts, property, vendors and deadlines organized, and the paperwork ready for the attorney, who handles every legal step.
What you get: An asset tracker, an expense ledger and a document file.
Finance and accounting
Cash in, bills and payroll, week by week.
What you get: A close checklist and a cash forecast, updated weekly.
Technology and IT
Reports, data entry, reminders and handoffs done by hand, run by systems instead.
What you get: Hours returned to the team every week.
Operations
The steps that live in one person's head, written as one-page procedures.
What you get: A procedures binder with a review date.
Business development
Who would buy it, what it costs and what competitors charge, with a source for every number.
What you get: The opportunity modeled and a clear go or no-go recommendation.
Sales and marketing
Quotes, renewals, lapsed customers and open opportunities, followed up on a schedule.
What you get: A follow-up system and the numbers to watch.
People and HR
The work is sized before the role is posted.
What you get: Each option modeled and costed, and a clear recommendation.
