The Searcher
You closed on your first acquisition. The seller's been helpful, but every Monday you're rebuilding the same report from email and a spreadsheet. You need a control panel before you can drive.
Operational clarity for the first 100 days.
We build the data infrastructure, dashboards, and automations that turn the business you just bought into the business you can actually run.
Who it's for
Whether you bought it to operate it, hold it, or scale it.
The Portfolio Operator
You hold five to twenty businesses. Each one reports differently. You need the same operating cadence across the portfolio without ripping and replacing what each one already runs.
The Strategic Acquirer
You bought a competitor or a tuck-in. Integration risk is real. You need to absorb the operational truth of the business. Fast. Without breaking what was working.
What we build
Four moves, sequenced for the first 100 days.
- 01
See your business clearly
Reconciled financials, a single source of customer truth, and live operating dashboards on day 30. The view a buyer always assumes they'll have on close. Built for real.
- 02
Run it without rebuilding it every Monday
Automations that close the loops the prior owner did by hand. Less heroism, more system. Your team gets their week back.
- 03
Decide based on truth, not gut
Forecasts, scenario models, and pipeline weighted to reality. The operating reviews stop debating numbers and start using them.
- 04
Document what's in people's heads
We map the knowledge concentration risk and turn the most load-bearing tribal knowledge into runnable SOPs and structured data.
Start here
The Discovery.
Two to three weeks of work for $7,500. Five written deliverables that surface the institutional knowledge in your operations. And what it would cost to make it work for the whole business.
Fee
$7,500
Flat fee. Yours to keep.
Timeline
2–3 wks
Kickoff to leadership walkthrough.
Five written deliverables
- Operations map
- Gap heatmap (priced)
- Tooling & risk register
- Priced modernization roadmap
- Leadership walkthrough
Whether or not we build the next phase together, the Discovery is yours.
Common questions
The short answers.
The first 100 days set the next five years.
Discovery turns the business you bought into a business you can actually run.
Turnkey solutions · Roadmap you own