top of page
Texture-Solid-2.png

Operating Excellence & People Strategy

→ Ideal for: Founder exits with key-man risk · PE firms targeting margin expansion · Post-acquisition 100-day ops plans

COO + CHRO-led

Addresses the two operational risks that most commonly destroy lower middle-market deal value: process inefficiency and people dependency. Delivers margin engineering alongside an org redesign and talent strategy built around the post-acquisition value creation plan.

- COGS & margin analysis
- Process redesign
- Org design
- Executive hiring
- Retention & comp planning

Attorneys in Charge

FAQs

Key-man risk is our biggest concern post-close. How is it addressed?

We map every critical dependency in the first 30 days — customer relationships, institutional knowledge, supplier access — then build a structured transition plan to distribute them across a strengthened management team. The goal is not to remove the founder. It is to ensure the business survives without them.

How does this expand EBITDA margin, and how fast?

COGS analysis and process redesign typically surface 2–5 margin points within the first 100 days, through vendor renegotiation, workflow inefficiency, and over-staffed functions inherited from founder-managed operations. Margin expansion here is not a projection. It is the first deliverable.

How do LPs benefit from ops and people work vs. just revenue growth?

Revenue growth expands the topline. Ops and people work expands the margin, which compounds the exit multiple on both EBITDA and revenue. A business that grows revenue 20% and expands margin 3 points exits at a materially higher valuation than one that only grew the top line. LPs benefit from both levers running simultaneously.

Let's Talk

Let’s Start the Conversation
No pressure. Just aligned goals, smart growth, and real execution.

I’m reaching out as a...
bottom of page