A clear starting assessment, a short list of real priorities, and a ninety-day cadence that turns those priorities into finished work — not another binder that sits on a shelf.
Before we recommend anything, we find out where the business actually stands — not where you assume it stands.
A structured look at the business as it exists today — how it runs, who it depends on, and what a buyer or lender would actually see.
A check on the coverage already in place — insurance, buy-sell agreements, estate documents — measured against what the business and family actually need.
The specific, ranked list of value drivers worth working on first — not a generic checklist, but priorities sized to your business.
Every quarter, we take the two or three highest-leverage priorities from your assessments and build a focused plan around them — with a named owner, a deadline, and a check-in rhythm. No twenty-item task list nobody finishes. A short list that actually gets done.
A small number of priorities identified from your Discovery, Protect, and Grow results — things like reducing owner dependence, addressing customer concentration, or closing a coverage gap.
We act as advisor and accountability partner through each sprint — not the one doing the day-to-day work in your business, but the one making sure the priorities don't quietly slip.
A long-time client came to us running the business well, but running it alone. Discovery and Grow assessments turned up two flags: the owner was carrying essentially all of the business development personally, and a large share of revenue sat with a handful of customers.
The first Ninety-Day Sprint focused on two priorities: bringing on a second leader who could take on part of the sales role, and pursuing a licensing step that opened up a new source of leads outside the existing customer base. Small, specific, and achievable in ninety days — not a five-year transformation plan.