A productized path from diagnosis to scale.
Start with a diagnostic, add a build phase, and (optionally) keep an ongoing cadence retainer. Every engagement is scoped to one outcome: predictable profit and cash.
Profit by the Numbers
A fast, forensic read on where margin and cash are leaking, and the prioritized plan to stop it. Most clients see measurable improvement inside 30 days.
Timeline
2-4 weeks
Ladder rung
Diagnose
Best for
Operators who need clarity on margin and cash, fast.
What you get
- Margin bridge + root-cause driver tree (price / mix / labor / material / overhead)
- 13-week cash forecast baseline + working-capital opportunities
- KPI scorecard against the 7 metrics that run your business
- Top-10 action plan with owners, timing, and expected impact
- Leadership- and sponsor-ready readout
Scale by the Numbers
The planning and reporting cadence your leadership runs every week, not just month-end financials. We install the operating system and the rhythm that makes it stick.
Timeline
6-12 weeks + retainer
Ladder rung
Install
Best for
Growth-stage operators ready for a repeatable operating system.
What you get
- Budget + rolling forecast (best / base / downside)
- Unit economics by branch / crew / channel
- Monthly close cadence + leadership pack
- Weekly KPI dashboard + decision rhythm
- Pricing + compensation alignment workshop
Institutional-Grade Scale
The full investor-grade finance stack (board reporting, controls, systems, and M&A integration) so value creation becomes repeatable and the platform is ready for its next phase.
Timeline
3-6+ months
Ladder rung
Institutionalize
Best for
PE-backed platforms preparing for a recap, add-ons, or exit.
What you get
- Board / IC pack with KPI bridges and cohort views
- Controls, policy library, and approval matrix
- ERP / BI build leadership (selection to implementation)
- M&A diligence + 30/60/90 integration playbook
- Lender package + covenant-ready reporting
Targeted modules for a specific leak.
Bolt these onto any engagement, or run one standalone when you know exactly where the problem is.
Scope depends on entity complexity: locations, acquisitions, data cleanliness, and systems. We size each engagement to fit — pricing is a conversation, not a rate card. Optional success-fee and advisory-equity structures available for the right fit.
Operator-led companies. One operating system.
Founder-led operators
Home & field services and multi-location businesses ($5M-$150M) where execution and unit economics decide whether growth turns into profit.
- HVAC, plumbing, electrical, roofing, landscaping
- Multi-location & regional branch models
- Asset-heavy, job-level profitability
PE-backed platforms
Sponsors and portfolio CEOs who need investor-grade visibility, covenant-ready cash, and repeatable value-creation workstreams across a roll-up.
- Roll-up & integration-heavy platforms
- Board / IC reporting and KPI bridges
- Recap, add-on, or exit readiness
A clear path from financial fog to financial command.
Diagnostic
We start with a forensic look at your numbers, systems, and goals: a margin bridge, a cash map, and a clear read on what's working and what's leaking.
Build the cadence
We install the financial infrastructure that fits your stage (forecast, unit economics, KPI dashboard) and the weekly rhythm your team runs on.
Drive the numbers
Hands-on partnership. We run the cadence, make decisions on real data, and compound margin and cash quarter over quarter.
Your business is bigger than your finance function. Let's fix that.
A 30-minute conversation about where you are, where you're going, and whether the numbers are ready to take you there.
Or reach me directly at 480.407.8503