Small & Midsized Business
You've built something valuable. Whether you're preparing to grow, navigating a sale or transition, or ready to professionalize operations, we partner with you to strengthen the business.
Business Owners
Founder-led companies preparing for exit or transition
Services Designed for Small Enterprises
Performance Improvement
More effective operations.
Margin analysis and cost reduction. We identify where margin is being lost and where costs can be reduced, giving business owners a clear picture of the true economics of their products, services, and customers.
Process documentation and standardization. We capture how work gets done and develop consistent, repeatable processes that reduce reliance on institutional knowledge and make the business more resilient and transferable.
Operational bottleneck identification. We pinpoint the constraints limiting throughput, delivery, or quality so you can address the issues that yield the greatest improvement with the least investment.
Key Performance Indicator (KPI) development and tracking. We define the performance indicators that matter most and establish systems to track them, enabling data-driven decisions and demonstrable performance trends.
Exit Preparation
Put yourself in the driver’s seat.
Operational due diligence readiness. We prepare your operations to withstand buyer scrutiny by addressing documentation gaps, control weaknesses, and reporting issues before they become obstacles during a transaction.
Management team assessment and development. We evaluate leadership capabilities and help build the bench strength buyers need to see before acquiring a business that will operate without its current owner.
Customer and vendor concentration analysis. We analyze your revenue and supply base to identify concentration risks that could discount valuation, then develop strategies to diversify where necessary.
Quality of Operations support for buyers. We support acquirers conducting operational due diligence by providing the information and access they need to underwrite the transaction with confidence.
Managed Services
The backbone of success.
Back-office operations (IT, HR, facilities, etc). We take on responsibility for administrative and technical support functions that consume owner attention but don't directly generate revenue, freeing you to focus on customers and growth.
Interim leadership and management support. We provide experienced operators who can step into leadership roles on a temporary basis when you need management capacity without a permanent hire.
Ongoing operational oversight during transition. We provide continuity and stability in your operations during ownership transitions or leadership changes, protecting performance and preserving value.
Post-close integration support. We help execute the operational commitments made during a transaction, ensuring integration activities proceed as planned while you manage your own next chapter.
