You Can’t Automate Chaos
We help $5M-$50M businesses fix operational chaos and strategically adopt technology—without Big 4 pricing or automation-agency disasters.
Here's What We Hear Most
Scenario 1: Scaling But Breaking
Revenue is growing but operations can't keep up. You're hiring more people but getting less done. Systems that worked at $2M are failing at $8M. One location or ten—doesn't matter when processes exist only in people's heads and problems don't surface until they're expensive.
Scenario 2: Stabilization Before Crisis
You're break-even or barely profitable, but margins are eroding and you don't know why. Manual processes consume 20+ hours weekly that should go to growth. Forecasts are rebuilt from scratch every week. One bad quarter could put you in real trouble. You need operational stability—fast.
Scenario 3: Preparing to Sell
Buyers see operational chaos as risk. Lack of documentation signals owner-dependency. Inconsistent processes reduce confidence. You can't prove the business runs without you, which tanks your valuation. Clean operations increase sale prices 15-20%. You need systems that work and documentation that proves it.
Scenario 4: Poor Operational Visibility
You're making decisions based on data you don't trust. Discovering inventory shrinkage months after it happens. Finding margin problems in month-end reports when it's too late to fix them. Systems don't talk to each other, so reconciliation is manual and exceptions fall through cracks.
You know something's broken. You just don't know where to start—or you've started three times and nothing sticks.
How We Work
Four steps from chaos to clarity
1.
Assess
Find what's actually broken, not what you think is broken.
2.
Design
Fix operations first, then recommend technology strategically.
3.
Implement
Manage execution, coordinate vendors, make sure it gets done.
4.
Sustain
Build systems that work without you—no dependency.
What you can expect working with us
We're not here to maximize billable hours. We're here to fix what's broken and build what works.
We Lead With Trust No sales pitches. No upselling. We tell you what you actually need—even if it's not the biggest engagement. If a $1,500 diagnostic solves your problem, we won't push you into a $15,000 transformation.
Customer-Centric From Day One You're not buying hours. You're buying outcomes. Every engagement starts with understanding your specific constraints, your team's capabilities, and what success actually looks like for you.
White-Glove Service, Not Corporate Consulting You get direct access to Shawn—not a junior analyst, not a team you've never met. Clear communication, fast responses, and work delivered on time. No jargon, no 200-page decks you'll never read.
High Integrity, Real Solutions We don't implement for the sake of implementing. If your existing system works, we tell you. If you're not ready for a particular change, we say so. Our reputation is built on honest guidance, not maximizing billable hours.
Results That Survive Real Life We build systems that work on Tuesday afternoon when you're short-staffed—not just in theory. Practical, implementable, sustainable. No shelf-ware.
Trusted By
Working with $5M-$50M businesses across:
Regional Banking & Financial Services
Multi-Location Operations
Manufacturing & Distribution
Professional Services
✓ 15+ Years Enterprise Operations Leadership
✓ $154M Budget Management at Wells Fargo
✓ MIT-Certified in AI for Business Strategy
✓ Serving Regional Banking, Manufacturing, Multi-Location Operations, Professional Services
Ready to Stop Fighting Fires?
Book a free 30-minute discovery call. No sales pitch. Just a straight conversation about your operations.