Roles and rules
Every recurring decision gets written rules and an owner who isn’t you. Who quotes, who approves, who schedules, and what happens when something slips.
For owners of $2M to $20M businesses
Build the business that runs without you.
We build what your business is missing: clear roles, written rules, systems that carry the repetitive work, and numbers that assemble themselves. Then you decide what to do with it.
36 questions. About 10 minutes. Free.
Three systemsrunning without you by the end of the first sprint. Guaranteed.
20+ years operating owner-run companiesPrivate equity acquisition and integrationBuilt and exited a multimillion-dollar e-commerce companyRestoration, construction, trades, and services
The real problem
It’s not a you problem. It’s a build problem.
You built something that works. Somewhere along the way it started working through you. Every approval, every hard question, every fire finds its way to your phone, and the team has learned to wait.
That isn’t a character flaw or a hiring problem. The business is missing the parts that let it run on its own.
Sound familiar?
“Sales are up and it’s still not sustainable.”
“The minute I step back, something breaks.”
“My last vacation was a laptop in a different time zone.”
“Nobody will make a call until I make it.”
“I hand things off, and it all lands back on me.”
The business should be able to make a decision without you in the room.
What we build
What runs the business when you’re not in the room.
Three parts, one machine. Built inside your business, with your people, on the tools you already have where they work.
Systems that carry the weight
Follow-up, routing, reporting, collections. A short list of systems carries the repetitive work. Your people keep the judgment calls.
Numbers that assemble themselves
A dashboard that builds itself, a weekly leadership meeting with a fixed agenda, and alerts that reach you only when something slips.
How it works
Start with a score. End with a business that holds.
Three steps. You can stop after any of them.
1
The Business Scorecard
A first read on where you stand across five pillars: leadership, revenue, operations, financial clarity, and owner independence.
2
The Business Audit
We pressure-test the scorecard inside the business, name every gap, and put a dollar figure on each one. You get a written definition of done.
3
The install
We fix, bolt on, or build the pieces that are missing, in 90-day sprints, with your team. Everything built is yours to keep.
The guarantee
Three systems running without you by the end of the first sprint, or we keep working free until they are.
What it looks like
Three businesses. Three constraints. One machine.
Every job routed through the owner who answered the phone.
- What got built
- Job handoff and scheduling on one board, a referral program that runs itself, and a dashboard with margin by job type.
- After the first sprint
- The weekly leadership meeting runs on numbers, not memory. All but one of the owners are out of the daily routing.
The rate card was in his head.
- What got built
- A written rate card and quoting templates, follow-up that chases every inquiry to booked or dead, and invoice collection that runs without him.
- After the first sprint
- Two people quote correctly. Quotes go out same day. The owner’s week has a full day back in it.
Profitable, and worth less than it should be.
- What got built
- Accountability by role, a monthly close with a real dashboard, and a business development cadence that widened the customer base.
- After the first sprint
- A written valuation read, the top three discounts named, and a plan to close each one before the business goes to market.
Is this for you
Built for a particular kind of owner.
Fit matters more than size. You don’t have to sort yourself out first. The Scorecard does that, and the answer is often not the one owners expect.
This is you if
- You run a $2M to $20M business, or a team of 5 to 50, that works as long as you’re in it.
- You’ve tried EOS, Scaling Up, a fractional hire, or a COO, and every hard question still ends with you.
- You’re past wanting advice. You want it built, inside the business, with your team.
- You want that to change now, not someday.
This isn’t for you if
- You’re pre-revenue or still proving the model.
- What you want most is a coach, a peer group, or a library of frameworks.
- You want a template handed over with nobody accountable for making it work.
- You’re not ready to let your team own decisions you used to make.
Who does the work
One operating partner. Not five hires.
Not advice from the sidelines and not a deck at the end. We take the work, we own the outcome, and we stay accountable for it until it holds.
- Twenty years operating across sales, marketing, operations, and finance.
- Years on a private-equity platform team: diligence on acquisitions, then integrating them.
- Built and exited a multimillion-dollar e-commerce company.
- Ran a design, development, and advisory agency that made its clients millions.
Common questions
What owners ask before they start.
I've tried EOS, Scaling Up, even Scalable. None of it stuck. Why would this?
Frameworks give you the meeting and the vocabulary. They don't build the systems the meeting is supposed to review, and they assume the owner will keep the whole thing running. We build the systems first, run the meeting ourselves through the first sprint, and hand it to your team only when it holds without us.
I'm buried. How am I supposed to take on one more thing?
Buried is the condition this fixes, not a reason to wait. The first phase exists to take work off you. We need about an hour of your week for decisions. The building is ours.
What actually gets built?
Whatever the audit names. Usually some mix of lead and quote follow-up, invoice collection, quoting and pricing, approval routing, job handoff and scheduling, the operating dashboard, and exception alerts. Sometimes that's process and ownership. Sometimes the software your industry sold you is the constraint and we replace it.
Do I have to change my team or my org chart?
No. We work with the people you have. Most owners find out their people can carry a lot more than they've been allowed to, once the rules are written down and decisions have a home that isn't the owner's phone.
Where does AI fit?
On the repetitive work, before you hire against it: follow-up, reporting, routing, document assembly. Human first, AI native. The judgment stays with your people. The machine carries the weight.
Isn't this expensive? I've been quoted on software that does this.
Usually less than what you've been quoted, because we don't default to off-the-rack platforms and the per-seat fees that ride along with them. Where the right tool already exists, we use it. Where it doesn't, we build something you own, and the subscription you were about to sign goes away.
How long is this?
The full install runs about twelve months, in four 90-day sprints. You'll see the first change inside the first month. Nothing locks you in: it's month to month on paper, and the expectation on both sides is that we work together until it holds.
What does it cost?
The Business Audit is a fixed, one-time price, shown on its page, and it credits in full to your first month if we keep going. Install rates are set in the audit, in writing, before you commit to anything, and they don't go up because the audit found more.
Take the first step
Score the business. See the leverage.
Thirty-six questions, five pillars, about ten minutes. You walk away with your scorecard, the heaviest drag on the business named, and three 90-day moves you can make now.
Free. No sales call required to see your results.