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capabilities
Our team of experienced professionals has the knowledge and skills to help you achieve your business goals, whether you need help with strategic planning, financial management, or anything in between. It starts by understanding how your business operates—financially, operationally, and organizationally.
We cultivate a team of professionals who have done the job across industries, structures, sizes, and stage. Our operator approach leverages industry expertise to produce immediate value.
PROVEN EXECUTION
company sizeS* WE SERVE
Sole Proprietors or Founder Led
Employee count: Less than 50 (typically between 5-10)
Revenue: Less than $2 million annually
Factors:
- Solo entrepreneur
- Locally focused
- Limited financing options
Industries:
- Professional services (accountants, lawyers, healthcare offices)
- Mom-and pop shop (repairs, landscaping)
- Non-chain restaurant
- Property management
- Personal care (nail, hair, beauty)
Small Business Entities
Employee count: Less than1,500 employees (typically less than 500)
Revenue: Less than $38.5 million annually
Factors:
- Independently owned
- Core leadership but not formal executive leadership
- Regionally or locally focused
- Resource-constrained
- Agile and innovation-driven
Industries:
- Manufacturing
- Food processing
- Agriculture
- Retail
- Logistics/warehouse
Mid-Market Enterprises
Employees:
Over 1,500 employees
Revenue:
Between $38.5 million and $1 billion
Factors:
- Formal executive team
- Operate in multiple regions or divisions
- Require integrated systems (e.g., CRM + ERP + HRIS)
- Are scaling fast but struggling with resource balancing
Industries:
- Manufacturing
- Food processing
- Agriculture
- Retail
- Logistics/warehouse
*https://www.sba.gov/federal-contracting/contracting-guide/size-standards