Pick the piece you need or sequence them through a 60-day engagement. Built for owner-led, family-run and small-to-mid-market US firms.
The weekly 1:1, the monthly review and the quarterly plan, installed as habits your managers actually keep. Agendas, action capture, accountability, paper trail. Stops being "another meeting" and becomes the way the business runs.
What you keep: a running cadence on a platform you own, an action backlog that does not require chasing, a monthly review pack that takes thirty minutes to compile.
Two-to-three weeks across sales, ops, finance and people. Numbers reviewed, people interviewed on-site or remote, processes observed. Ends with a plain-English report - what is broken, what is fine, what to fix first, what to leave alone.
What you keep: a fixed-fee report you can act on with or without us, a prioritised fix list, and an honest answer on whether you need a longer engagement.
Monthly retained coaching for the owner. A senior outside voice on the calls you cannot make alone - hiring choices, firing decisions, partner disputes, succession, growth bets. Confidential, direct, no notes published.
What you keep: a sounding board on demand, clearer decisions made faster, fewer 2am calls to the wrong people. Cancel any month.
The monthly P&L view, cash flow forecast and KPI dashboard a small-to-mid-market business actually uses. Not an accounting overhaul - the one-page view of the numbers that drive decisions, refreshed every month without drama.
What you keep: a monthly close that produces a usable one-pager, a thirteen-week cash forecast your bookkeeper can maintain, and KPIs you actually look at.
Operational and governance support for family-run businesses going through a generational transition, a buyout, a partner exit or a key-person loss. Discretion is the default. The work is paced to the family conversation, not the consulting calendar.
What you keep: a governance structure the family can run, a transition plan with named owners and dates, and an outside seat in the room when one is needed.
Same shape on every engagement. Diagnostic first, install second, step out third. The cadence and the numbers are what we leave behind - not a binder.
The person who scopes your engagement runs your engagement. No partner-pitch, junior-execute pattern. You speak to the same lead every week and that person is accountable for the outcome.
Our partner platform HeyRamp carries the 1:1 and review rhythm we leave running with the team - it's where the discipline lives after the engagement closes. Your team owns the account; we do not sit between you and the platform.
Most of the work runs over video, shared docs and the weekly cadence. On-site days are reserved for the diagnostic, key leadership conversations and the moments where being in the room moves the work forward.
Most operating-discipline installs run 60 days. Here is the actual shape of the work, week by week.
On-site days. Interview owner, leadership and operators. Review numbers, processes, KPIs. Identify what is actually broken vs. what feels broken.
Plain-English diagnostic report. Owner walkthrough. Agreed scope for the install: which cadence, which numbers, which one or two functions to tighten.
Weekly 1:1 cadence live on the partner platform. Monthly review pack drafted. Financial one-pager running. Function-level fixes in motion with named owners.
Capability handover. Owner-only debrief. The cadence and the numbers are running without us. We stay on call - usually a check-in at 30 days post-engagement.
We are not a generalist firm. The engagements we run best, run often, and price competitively are the ones below.