Operator Advisory
How founder-led companies professionalize operations — installing the KPIs, cadence, cash discipline, and management rhythm that lets a business scale without depending on the owner's gut feel.
Profitable but Cash-Tight: Why Growth Drains Cash
If you're profitable on paper but watching payroll on Friday wondering if it clears, you're in the working-capital trap. Here's the 90-day fix.
Read 9 min readHow to Build and Run a 13-Week Cash Flow Forecast
The single most useful financial tool a $3M–$15M business can install. Build it in a day, update it in 30 minutes a week, and see the cliff six weeks out.
Read 8 min readFractional CFO vs. Operator-Advisor vs. M&A Broker: Which Do You Need?
Fractional CFO, operator-advisor, M&A broker — they sound interchangeable and they're not. Hire the wrong one and you spend money to no effect.
Read 12 min readThe Operator's Playbook: How a Family Office Vets, Buys, and Runs LMM Companies on EOS
A family-office portfolio is not a series of unrelated deals. It's one operating system applied again and again. Here's the operator-first playbook behind it.
Read 11 min readRunning a Portfolio on EOS: The L10, Rocks & Scorecards That Keep Businesses Aligned
L10 meetings, rocks, and scorecards are boring on purpose. That's exactly what makes them scale across very different businesses. Here's the version that actually works.
Read 10 min readThe First 100 Days After a Business Sale: An Integration Playbook
The first 100 days after close decide whether the business you bought is the business you can scale. Here's the integration playbook — in order, with what to change and what to leave alone.
Read 8 min readKPI Scorecards for Essential-Service Businesses
A one-page weekly scorecard is the cheapest piece of operating infrastructure you can install in a lower-middle-market service business. Here's the version we use.
Read 8 min readAI in Essential Services: Where the Real Leverage Is
Essential services are among the most AI-resilient categories in the American economy. The leverage sits in a very specific set of back-office workflows — and in the controls around them.
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