A productized path from diagnosis to scale.
Start with a diagnostic, add a build phase, and (optionally) keep an ongoing cadence retainer. Every engagement is scoped to one outcome: predictable profit and cash.
Profit by the Numbers
A fast, forensic read on where margin and cash are leaking, and the prioritized plan to stop it. Most clients see measurable improvement inside 30 days.
Timeline
2-4 weeks
Investment
$7.5k-$25k
Best for
Operators who need clarity on margin and cash, fast.
What you get
- Margin bridge + root-cause driver tree (price / mix / labor / material / overhead)
- 13-week cash forecast baseline + working-capital opportunities
- KPI scorecard against the 7 metrics that run your business
- Top-10 action plan with owners, timing, and expected impact
- Leadership- and sponsor-ready readout
Scale by the Numbers
The planning and reporting cadence your leadership runs every week, not just month-end financials. We install the operating system and the rhythm that makes it stick.
Timeline
6-12 weeks + retainer
Investment
$15k build + $6-15k/mo
Best for
Growth-stage operators ready for a repeatable operating system.
What you get
- Budget + rolling forecast (best / base / downside)
- Unit economics by branch / crew / channel
- Monthly close cadence + leadership pack
- Weekly KPI dashboard + decision rhythm
- Pricing + compensation alignment workshop
Institutional-Grade Scale
The full investor-grade finance stack (board reporting, controls, systems, and M&A integration) so value creation becomes repeatable and the platform is ready for its next phase.
Timeline
3-6+ months
Investment
$15k-$35k/mo + projects
Best for
PE-backed platforms preparing for a recap, add-ons, or exit.
What you get
- Board / IC pack with KPI bridges and cohort views
- Controls, policy library, and approval matrix
- ERP / BI build leadership (selection to implementation)
- M&A diligence + 30/60/90 integration playbook
- Lender package + covenant-ready reporting
Targeted modules for a specific leak.
Bolt these onto any engagement, or run one standalone when you know exactly where the problem is.
Pricing depends on entity complexity: locations, acquisitions, data cleanliness, and systems. Optional success-fee and advisory-equity structures available for the right fit.
Two audiences. One operating system.
Founder-led operators
Home & field services and multi-location businesses ($5M-$150M) where execution and unit economics decide whether growth turns into profit.
- HVAC, plumbing, electrical, roofing, landscaping
- Multi-location & regional branch models
- Asset-heavy, job-level profitability
PE-backed platforms
Sponsors and portfolio CEOs who need investor-grade visibility, covenant-ready cash, and repeatable value-creation workstreams across a roll-up.
- Roll-up & integration-heavy platforms
- Board / IC reporting and KPI bridges
- Recap, add-on, or exit readiness
A clear path from financial fog to financial command.
Diagnostic
We start with a forensic look at your numbers, systems, and goals: a margin bridge, a cash map, and a clear read on what's working and what's leaking.
Build the cadence
I install the financial infrastructure that fits your stage (forecast, unit economics, KPI dashboard) and the weekly rhythm your team runs on.
Drive the numbers
Hands-on partnership. We run the cadence, make decisions on real data, and compound margin and cash quarter over quarter.
Your business is bigger than your finance function. Let's fix that.
A 30-minute conversation about where you are, where you're going, and whether the numbers are ready to take you there.
Or reach me directly at 480.407.8503