Diagnose
We listen to the owner, review 6–12 months of financial records, and understand costs, customers, and day-to-day operations.
Baseline financials & a clear problem tree
A structured four-phase approach, with you involved at every step. Clear deliverables, weekly check-ins, and changes you can actually implement.
We listen to the owner, review 6–12 months of financial records, and understand costs, customers, and day-to-day operations.
We examine product profitability, break-even, pricing, stock, and waste to rank where money is being lost.
Together, we choose five practical changes. Each has an estimated financial impact, cost, owner, and deadline.
We start quick wins with you, check progress weekly, and hand over a dashboard and a three-month tracking plan.
The plan includes an advisor review at each phase gate, a weekly owner check-in, and an internal team review. We start small, test changes, and adjust based on what the numbers show.
Let’s find out what’s holding it back — together.