What We Do
Operations Optimization
What it is:
A deep analysis and reworking of your workflows, team roles, and cross-functional handoffs.
How we do it:
Conduct structured interviews with team stakeholders
Analyze existing workflows, SOPs, and tech tools
Identify process bottlenecks and missed automation opportunities
Deliver revised workflows, SOPs, and clear ownership models
Why it matters:
Inefficient operations quietly kill growth. We bring calm to chaos by aligning how work gets done with what the business is trying to achieve.
Example Outcome:
Reduced project delays by 27% and reallocated 18% of team capacity by clarifying approval chains and automating status tracking for a mid-sized real estate developer.
Technology Enablement
What it is:
Aligning your tech stack with your actual business processes – not the other way around.
How we do it:
Assess your current tools and utilization
Identify overlap, gaps, and underused features
Define use cases, selection criteria, and success metrics
Oversee selection, procurement, and implementation
Train users and build SOPs for consistent adoption
Why it matters:
Technology should make work easier. Too often, it just adds noise. We ensure every platform earns its place in your ecosystem.
Example Outcome:
Streamlined a 6-tool project management stack into 2 integrated platforms, improving visibility and cutting reporting time by 40%.
M&A Pre-Acquisition
What it is:
Positioning your business to maximize valuation and reduce buyer risk by professionalizing your internal operations
How we do it:
Capture undocumented processes and tribal knowledge
Build a process library aligned with key business functions
Clarify org structure, roles, and reporting flows
Identify “deal blockers” before they show up in diligence
Why it matters:
A company with clear processes, controls, and documentation presents less risk — and commands a higher multiple.
Example Outcome:
Helped a founder-led firm complete a $42M sale by building a data warehouse, process documentation, and an integration roadmap prior to acquisition.
Post-Acquisition Integration
What it is:
Helping newly acquired or merged companies align people, processes, and systems quickly and with minimal disruption.
How we do it:
Map legacy workflows vs. target state
Support systems consolidation and access controls
Clarify team roles post-merger and guide change management
Provide integration playbooks and dashboards
Why it matters:
70% of M&A deals fail to deliver expected synergies. We close that gap by operationalizing the strategy behind the deal.
Example Outcome:
Enabled $1.8M in synergy realization in 9 months post-close by aligning systems, eliminating duplicative processes, and integrating project workflows.