For Businesses
From Startup to Success.
Business consulting for owners launching a new venture, running an existing business better, or buying and growing a company. The planning, financial and program discipline of large operations, from one experienced partner instead of a large firm.
01 · Starting a Business
Starting a Business.
For founders turning an idea into a company that can open its doors, take payment and get funded.
Business Plan
Vision, target market, competition and three years of financial projections, written so a lender, partner or investor can read it in one sitting and know what you are building.
Entity, Licensing and Registration
A checklist of the filings, licenses, tax registrations and insurance your business needs, worked through with your attorney and CPA so nothing is missed on day one.
Startup Funding Options
The realistic paths to startup capital, from SBA loans and lines of credit to grants, and the documents each lender will ask for before they say yes.
Launch Plan
A dated plan from first filing to first customer, with an owner for every step, so the launch happens on a date instead of drifting.
02 · Running a Business
Running a Business.
For owners whose business works, but runs on effort, memory and late nights instead of a system.
Budgeting, Forecasting and Cash Flow
A budget you can run the business on, a rolling forecast and a 13-week cash view, so payroll, taxes and big purchases never come as a surprise.
Process and Operations Rebuilds
Work that depends on one person, lives in spreadsheets or breaks as you grow. We map it, fix it and write it down so it runs without us.
Launches and Rollouts
A new system, location, product or policy that has to go live on a date. We build the plan, run the schedule and keep every team moving to the same finish line.
Stalled Project Recovery
A project that is late, over budget or stuck. We find where it broke, reset the plan and see it through to done.
Reporting and Decision Support
Numbers that reconcile to a source and reports an owner can read in five minutes, so decisions come from data instead of guesswork.
Strategic Plan for Growth
Where the business should be in three years, what it takes to get there, and the few priorities that matter this quarter.
03 · Buying or Growing a Business
Buying or Growing a Business.
For owners and buyers making a move that changes the size or the ownership of the company.
Acquisition Due Diligence
A structured review of a target business: financials, customers, operations, people and risks, before you sign, so the price reflects what you are buying.
Growth Strategy
Organic growth, acquisitions or strategic partnerships, weighed against your cash, your team and your timeline, with a clear recommendation.
Post-Acquisition Integration
The first 100 days after closing. Systems, people, customers and reporting brought under one plan, so the business you bought keeps running while it changes hands.
Succession Planning
A written plan for handing the business to a family member, a manager or a buyer, with the timeline, the steps and the records a smooth transfer needs.
Contract Program Management
Need a Project Manager for a Set Term?
Some companies do not need a consultant. They need an experienced program or project manager for a defined stretch: a system migration, an expansion, a merger. We take on contract roles through the firm, with a clear scope and an end date.
How It Works
Consult, Scope, Run, Close Out.
Consult
A one-hour call on where the business is, where it needs to go and what is in the way.
Scope
A written scope with the deliverables, timeline and price before any work starts.
Run
A short weekly update against the plan. Problems surface early, with a fix attached.
Close Out
Hand over the documents, models and process your team needs to keep it running.
Why Us
Finance and Operations in One Seat.
More than a decade running programs as a military officer and an enterprise program manager, including a statewide vaccination operation that reached more than 4 million people. An MBA for the numbers, a PMP for the plan and an MPH for health organizations. The person who scopes your work does the work.
We do not provide legal, tax or investment advice. Where those are needed, we work alongside your attorney, CPA or licensed advisor.
Book a Consultation
Tell Us What Has to Get Done.
A reply from the founder within two business days, then a one-hour consultation. If we are not the right fit, you hear that first, along with who might be.