Solutions
See the business you actually run.
Past $5M, instinct stops scaling. Margin hides at the level where decisions happen: by product, project, client, or matter. Commissions reward revenue while gross profit leaks. Cash surprises arrive the week payroll is due. We install the operating system that replaces instinct: a budget with owners, a live 13-week cash model, KPIs by unit, and pricing built on real unit economics.
Supporting services
- Budget & Governance
- 13-Week Cash Model
- KPI Frameworks
- Pricing & Commission Design
- Profitability by Line
- Cash Stabilization
Your pain
- Targets that don't flow into accountable execution; no budget measured against actuals
- Gross margin swinging monthly for reasons nobody can name
- Reps or partners pricing autonomously, with incentives that fight profitability
- A P&L that says profitable while the bank account disagrees
Our value
- 13-week cash model live within two weeks, reviewed in a standing weekly call with the owner
- Annual budget with assigned owners and an expense approval process, installed with the leadership team
- Margin-protected commission structure designed at a $14M distributor sustaining 25%+ growth
- Order-level and matter-level profitability models that end unprofitable work before it is accepted
What we deliver
- Financial diagnostic and baseline assessment, including where current reporting overstates or understates earnings
- 13-week rolling cash flow model, maintained live; weekly 1:1 cash reviews from week one
- Annual budget with owners, expense approval process, and a bi-monthly budget-vs-actual cadence
- Three-statement financial model with scenario and sensitivity analysis
- KPI frameworks by department, location, rep, or practice area
- Profitability analysis by product, project, client, or matter
- Pricing models, price-vs-volume decisions, and realization-rate optimization
- Compensation and commission design aligned to margin and retention
- Vendor spend, headcount, and cost structure reviews; supplier negotiation support
- Quarterly strategy sessions; annual budget cycle and roadmap
- Cash stabilization for companies coming out of a liquidity event: payment discipline, vendor strategy, and forward visibility
What we don’t do Tax preparation and filing, payroll tax deposits, bank transactions, attestation, and legal advice remain with your licensed professionals. We coordinate on timing, treatment, and strategy.
Featured stories
Ready when you are.
Let's talk.
You know what your numbers should be doing for you.
Tell us where they fall short, and we'll close the gap.