The KPI Dashboard Build

A working dashboard, wired into your data, in 30 days.

You have financials. You don't have visibility. This engagement builds a connected KPI dashboard that shows revenue, margin, cash, and capacity in a single view — updated monthly without manual effort.

The Working Capital Diagnostic

Know exactly where your cash is going — and when it's coming back.

Revenue is growing. Cash isn't keeping up. This engagement maps your working capital cycle, identifies the drag, and delivers a 13-week cash forecast you can actually use.

The ERP Selection Engagement

Pick the right system without being sold the wrong one.

Your current system is the constraint. You've heard pitches for 6–18 months but can't decide. This engagement runs an independent selection process — requirements, scoring, demos, and a final recommendation with an implementation roadmap.

The Exit Readiness Audit

Know your number before anyone else does.

You're 18–36 months from a transaction and someone told you to "clean up the books." This engagement tells you exactly what a buyer will find, what they'll discount, and what you should fix — in priority order.

The Decision-Grade Reporting Build

Financials you actually read and act on.

You get monthly financials. You don't read them. This engagement rebuilds your close package into a decision-grade reporting suite — structured for owners, not accountants.

The EBITDA Defense Build

Defend your number before a buyer or lender questions it.

Within 18 months of a transaction or debt raise, your EBITDA will be scrutinized. This engagement builds a defensible adjusted EBITDA bridge — documented, sourced, and ready for a buyer or lender's quality of earnings process.

Cost structure analyzed across fixed/variable, direct/indirect, discretionary/committed dimensions, benchmarked against industry norms. Identification of 8–12 specific cost-reduction or cost-reallocation opportunities with quantified impact and implementation difficulty ratings. Includes a 90-minute review and 30 days of email support during initial implementation.

Written role definitions for the 4–6 senior positions your business needs, in priority order. Hiring sequence with timing recommendations. Scorecards for each role. Compensation architecture — base, variable, equity-equivalent. 12-month integration plan. Includes facilitation of two senior team alignment sessions during the engagement.

Two weeks of meeting observation, decision log capture with named-decider attribution, decision-rate analysis by meeting type, written diagnostic with the four procedural fixes applied to your specific meetings. Includes a 60-minute findings review with owner and senior team.

The 90-day plan executed: Week 1 audit, Week 2 architect, Weeks 3–4 announce, Weeks 5–8 run with embedded facilitation, Weeks 9–12 refine, Day 90 re-audit. Final deliverable is a written charter set for each meeting and a senior team that has internalized the new architecture rather than tolerated it.

Pre-work, facilitated 2-day annual session, four facilitated quarterly reviews, year-end retrospective. The plan and review templates become your intellectual property at engagement end. If you choose not to renew, your senior team has the architecture to run the rhythm on their own. Most clients renew — the value of an outside facilitator compounds across years rather than running out at twelve months.

I.

Fixed fees, calendar bound

Every engagement has a fixed fee and fixed end date. No retainers that drift.

II.

A real artifact at the end

Every engagement produces a tangible deliverable your business did not have before.

III.

Graduating clients, not retained ones

The best outcome is that your team can run the work without you afterward.