Twelve services grouped under three operating disciplines. Engagements are scoped to the problem, not packaged into a fixed offering. Most clients use two or three of these in combination.
The system the business runs on. Budgeting, controls, productivity, and the reporting that turns operating activity into clear management information.
A structured review of operational readiness and financial performance. Identifies strengths, risks, and the operating moves that matter most — useful for internal planning, exit prep, or external transactions.
We translate data into management information. Reporting systems that give leadership real visibility into margins, backlog, cash flow, and the cost drivers behind them.
Labor tracking, cost code discipline, and field reporting practices that turn lagging payroll data into leading indicators leadership can act on.
Reduce friction, eliminate redundancy, and tighten handoffs across teams — across estimating, accounting, field operations, and project delivery.
Clear cost controls, documentation processes, and communication systems that protect margin and rebuild confidence in the numbers behind every project.
The rollout, integration, and on-the-ground work that turns a plan into a running operation. We stay through adoption.
Platform selection, vendor management, architecture design, and rollout oversight. We lead the implementation through adoption, not just go-live.
Align systems, roles, and workflows post-close. Reporting cadence, KPI infrastructure, and the early-win execution that turns a value creation plan into operational reality.
Operational diligence on targets. CIM reality-checks grounded in field-level execution risk. Built for institutional buyers, private equity firms, and development teams.
For founder-led businesses in distress, transition, or pre-sale. Stabilize operations, restore financial visibility, and rebuild the operating system from the ground up.
The structures and frameworks that help leaders set direction, align resources, and motivate teams to execute against it.
Future-state vision, growth planning, and organizational design. We work with leadership teams to clarify direction, delegate effectively, and build the internal structures that support the next stage of the business.
Org structures, RACI frameworks, and decision rights that let the business grow without every issue escalating to the owner’s desk.
For PE and enterprise-backed platforms. Reporting cadence, governance discipline, KPI infrastructure, and the operational maturity sponsors and boards expect from institutionally-owned businesses.
Operational diligence pre-deal. Integration execution post-close. Embedded operating support across the hold period.
Every engagement starts from the same place: what information does this team need to make better decisions, faster.
A structured review of how the business actually runs. Process, financials, controls, reporting, and the people running them. Delivered as a written assessment with prioritized actions.
For founder-led businesses, distressed portcos, or pre-sale operators. Restore financial visibility, install cost discipline, and rebuild the operating system from the ground up.
Tighten the margin recovery loop. Documentation processes, change order workflows, job cost tracking, and the field-to-office handoffs that determine whether a project comes in green or red.
Platform selection, vendor management, architecture design, and rollout oversight. Systems exist to inform decisions. Leaders make hundreds of them every week, and better information is what makes them sound.
Operational diligence on a target. CIM review, management assessment, systems maturity, and field-grounded risk identification. Built for the IC, written for the operator.
Embedded with the portco from close. Reporting cadence, KPI infrastructure, role clarification, and early-win execution. The work that turns a value creation plan into operational reality.
Ongoing operating partner role for sponsors or platform CEOs. Cadence reviews, board-ready reporting, and an operational sounding board across the hold or growth period.
One-on-one coaching for owners, COOs, and platform CEOs. Org structure, role clarity, decision-making frameworks, and future-state planning.
We respond within one business day.