Operator Advisory
Operator advisory for founder-led businesses
Most $3M–$15M businesses don't have a CFO, a real KPI system, or a management rhythm that survives the founder's calendar. We install the operating cadence — and stay in the seat long enough to make it stick.
What we focus on
KPI operating system
The 3–5 metrics that actually drive your business, dashboarded, reviewed weekly, and tied to accountability.
13-week cash discipline
Rolling weekly cash forecast that becomes your operational compass — not a finance-team artifact.
Monthly close & reporting
Predictable monthly close, lender- and board-ready financials, and management commentary that informs decisions.
Pricing, margin, and mix
Identify where price, mix, and customer profitability are quietly leaking margin — and fix it.
Best for owners who...
- Growing but cash is tighter than it should be
- Founder is the bottleneck on every major decision
- Bank or investor is asking for a better reporting package
- Considering a senior operator hire but not sure of the right scope
What you get
- →An experienced operator embedded with your leadership team
- →A working KPI dashboard, cash forecast, and operating cadence
- →Pricing, margin, and working-capital diagnostics
- →Honest counsel on whether to grow, professionalize, raise debt, or prepare for exit