Services
Productized advisory engagements with clear scope, timelines, and outcomes.
M&A Readiness (Operator)
- Financial clean-up (accrual, monthly close, AR/DSO)
- Sales infrastructure (CRM, comp redesign)
- Ops scalability (SOPs, claims packet, vendor onboarding)
- Leadership depth & succession planning
Format: 25–30p report + 18-month roadmap + KPI dashboard
PE Due Diligence (Investor)
- Normalized EBITDA & working capital assessment
- Operational maturity scorecards & risk/flag maps
- Customer concentration & DSO analysis
- Integration lift estimate (CapEx/time)
Format: 20–25p diligence report + Excel model
Post-Merger Integration (Platform)
- Org & comp alignment (before/after charts)
- Systems roadmap (CRM/FSM/BI)
- Synergy tracker & accountability cadence
- 90/180/365-day milestones
Format: 30–40 slide deck + tracker
Growth Accelerator
- National vs. Regional BDM playbook (MSAs & property-level execution)
- Market development (FL, ATL, Carolinas example)
- KPI discipline & BI rollout
- Cash conversion: DSO reduction
Format: KPI dashboard + market plan + comp model
Engagement Models
| Model | Best For | Cadence | Typical Range |
|---|---|---|---|
| Project | Readiness / Diligence | 2–6 weeks | $10k–$25k |
| Retainer | Ongoing advisory | Monthly | $5k–$15k / mo |
| Fractional Exec | Hands-on leadership | ~1 day/week | $50k–$100k / yr |