Our Consulting Process
Clear process from initial assessment through successful implementation and measurable results.
How We Work With You
Discovery and Assessment
We start by understanding your situation deeply. For acquisition consulting, we review financials and visit the practice. For growth consulting, we assess your operations and financials. For any engagement, we want to understand your goals, constraints, and what success looks like for you. This phase typically takes 1-2 weeks and may involve discovery calls, financial review, site visits, stakeholder interviews, and market analysis.
Analysis and Recommendation
We analyze what we've learned and develop recommendations. We identify the most important issues, assess opportunities, and develop a strategic plan for your engagement. You receive a clear proposal with summary of findings, key opportunities, recommended scope of work, specific expected outcomes, timeline, and fees.
Engagement and Implementation
Once you approve our proposal, we begin active consulting. For acquisitions, this means due diligence, deal structure analysis, and integration planning. For growth, it means process improvement, team development, and performance optimization. For management, financial systems, operational improvements, and strategy planning. We provide regular meetings, clear guidance, implementation support, and ongoing coaching.
Results and Ongoing Support
Once the initial engagement is complete, you have achieved results. We track what changed and measure outcomes against goals. Many clients continue working with us for ongoing support, coaching, and strategy refinement. We're available for continued partnership as your practice evolves.
Communication and Support
Throughout our engagement, you get:
Regular Meetings
Scheduled calls to discuss progress, address issues, and plan next steps.
Clear Guidance
Written recommendations and action plans you can follow.
Implementation Support
Help actually implementing recommendations, not just strategic documents.
Responsiveness
Quick turnaround on questions, issues, and requests.
Honest Feedback
Straight talk about what's working and what isn't.
Engagement Models
Project-Based
For specific projects (acquisitions, due diligence, insurance analysis), we scope the work, define deliverables, and agree on fees upfront. You know what you're getting and what it costs.
Typical duration: 4-12 weeks
Monthly Retainer
For ongoing coaching (practice management, growth consulting), we establish a monthly fee for regular meetings and support. You get dedicated access to our expertise.
Monthly agreements
Hourly Consulting
For flexible arrangements where scope varies, we charge hourly. You pay only for time spent. Ideal for ad-hoc guidance and quick consultations.
As-needed basis
What Makes Our Approach Different
- Experience-Grounded: 30+ years of real-world consulting, not theory
- Operational Focus: We evaluate operational reality, not just financials
- Implementation-Focused: We help you actually achieve results, not just develop strategy
- Long-Term Perspective: We're invested in your success, not just closing an engagement
- Direct Access: You work with experienced consultants, not junior staff
- Honest Feedback: We tell you what we find, not what you want to hear
Success Metrics
We establish clear metrics at the start of each engagement. Success might mean:
- Successfully completed acquisition at fair price without surprises
- Production increase of 15-25%
- Improved team retention and engagement
- Better work-life balance
- Improved financial performance and profitability
- Clearer business strategy and decision-making
We measure progress monthly and adjust strategy if needed to stay on track.