I'm the person you call when your company grew and the business got harder to run. In three to four weeks, the Scale Assessment shows you where your capacity is leaking, what it's costing you, and the order to fix it in.
You don't necessarily need more people. You need clearer structure, better information, smarter automation, and AI that's deliberate instead of accidental.
"We start with the business, not the technology."THE APPROACH
Strategy, structure, who decides what, and where the business still depends on the owner.
We follow the three to five processes that consume the most labor, step by step, as the work actually moves.
What you have, what it costs, what talks to what, and what nobody uses.
Who is using which tools, with what company data, under what policy. Most companies are surprised by this one.
An estimate of the labor hours and dollars your top friction points are costing you each year.
Every fix scored on impact, cost, difficulty, risk, and time to value. A 90-day action plan, a fixed quote for the first phase of work, and a 90-minute readout with you and your leadership team.
Fixed fee for the full assessment, delivered in three to four weeks. Built for privately held companies doing roughly $5M to $20M a year. If you go on to implement the roadmap with me, the assessment fee is credited toward that work.
Ran the organizational-development analysis behind CDG's growth plan, across finance, recruiting, HR, culture, change management, and organizational re-alignment. Joined their advisory board when the process ended.
Led a global office of 180+ people with a $100M annual budget, and moved $20M+ a year off dying legacy systems onto cloud platforms.
Built a medically directed clinic from zero and runs its whole business side, including the AI tools and automations it runs on. Advisors who've carried payroll give different advice.
Tell me where the business is getting harder to run. You'll leave with a one-page summary of the three biggest constraints I heard, whether or not we work together.