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 25 LMM Companies on EOS
Twenty-five companies is not twenty-five deals. It's one operating system applied twenty-five times. Here's the operator-first playbook that makes a family-office portfolio compound instead of sprawl.
Read 11 min readRunning a Portfolio on EOS: The L10, Rocks & Scorecards That Keep 25 Businesses Aligned
L10 meetings, rocks, and scorecards are boring on purpose. That's exactly what makes them scale across twenty-five 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 is in a very specific set of places — here's where we're spending AI budget across the portfolio.
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