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Small & mid-sized business

Lift your margins and get the business off your shoulders.

For profitable, owner-run businesses: we install the systems and automation that raise margins now and let the company run without you — so it is ready when you hand it to a successor, a family member, or a buyer.

A main street lined with independent local storefronts.
Higher margins without a full-time CFO
Revenue that does not depend on the owner
Retention that protects recurring revenue
A business that runs on systems, not you
Clean operations a buyer can trust
Guardrails so the next owner can't break it

Is this you?

Built to last, ready for the next chapter.

The owners we help tend to look alike:

Pre-revenue or chasing venture scale? Our Startups track is the better fit.

  • Profitable and cash-flowing, well past product-market fit.
  • The business still runs on you — your judgment is the system.
  • You are weighing succession, a family handover, or a sale to private equity.
  • You want higher margins now, and a company the next owner can run without breaking it.

What we build

Four systems that raise margins and de-risk the handover.

Each is a fixed-scope engagement — defined deliverables, a set price quoted after a short call, and a fast timeline. Start with the one that hurts most.

You can't see your numbers in real time

Financial clarity

We stand up automated planning, cash-flow forecasting, and margin dashboards — budget-vs-actual, unit economics, and the reporting a buyer's diligence team will ask for.

Tighter margins now, and financials clean enough to survive a sale.

New business runs through you

A pipeline that isn't in your head

Lead generation, CRM, and follow-up automation so deals come from a repeatable system instead of the owner's relationships.

Predictable revenue a new owner can inherit and grow.

You lose customers you worked to win

Keep the customers you won

Churn-warning signals, onboarding and renewal automation, and success workflows that protect recurring revenue as the business changes hands.

Higher retention — and the higher valuation multiple that comes with it.

The business can't run without you in it

Run without you

Process automation, documented SOPs, and role redesign with guardrails, so everyday decisions don't wait on the owner.

A transferable, de-risked business that is worth more at handover.

Every package runs on our AI enablement, automation, and technical delivery work under the hood — you just see the outcome.

How it works

Buying a package is simple.

No open-ended retainer and no custom scoping marathon. You pick a package, we price it, we build it.

1

Book a working session

A 30-minute call to pinpoint the package that fixes your biggest constraint.

2

We scope a fixed price

Defined deliverables, a set price, and a timeline — approved before any work starts.

3

We build and hand off

We install the systems and leave documentation your team owns and can run without us.

Case studies

SMB engagements in progress.

We share detailed outcomes directly, matched to the problem you are solving, rather than posting client specifics publicly. Tell us the result you want to drive and we will walk you through the most relevant work.

Want to raise margins and make the business run without you?

Tell us where it hurts most and we will scope a fixed-price engagement to fix it.