Built by an Operator.
Not a Consultant.
I’ve led enterprise teams and owned multi-locations businesses. Now I help $5M-$50M owners fix what’s broken and build systems that work on Tuesday afternoon.
For five months, inventory was disappearing from one of my locations.
Part theft. Part weak controls. Mostly because we didn't discover it until reconciliation—five months later.
The data existed. It just wasn't connected.
That moment changed everything.
I'd spent 15 years as an Executive Vice President at Wells Fargo managing $154M budgets and 450+ person teams. I knew enterprise operations.
But owning three multi-location businesses taught me what consulting never does:
Enterprise playbooks break down in growing companies.
You don't have unlimited resources.
You don't have layers of management.
You can't hire your way out of problems.
And you definitely don't have time to implement a 200-page strategic plan.
You need systems that work on Tuesday afternoon - when you're short-staffed and a supplier just failed to deliver.
That's what I build.
Scenario 1: Growing Fast, Breaking Faster
“Revenue’s up. Everything else feels fragile.”
You’ve pushed past $5M. Sales keep coming. But the systems that worked last year are bending now.
Every new hire adds complexity, not relief
Processes live in people’s heads
Problems don’t show up until they’re expensive
You’re one key person away from chaos
Operator reality:
Growth doesn’t fix broken operations, it exposes them.
Outcome:
Build systems that scale before the cracks become crises.
Here's What Operators Tell Me
Scenario 3: Poor Operational Visibility
“We have data… but we don’t trust it.”
You’re making decisions based on numbers that don’t line up. Inventory shrinkage shows up months after it happens. Margin problems appear in month-end reports - when it’s too late to fix them.
Systems don’t talk to each other
Reconciliation is manual and time-consuming
Exceptions fall through the cracks
You’re reacting to problems instead of seeing them early
Operator reality:
If you can’t see what’s happening in real time, you can’t control it.
Outcome:
Connect data across systems, surface exceptions early, and give leadership visibility they can actually trust.
Scenario 2: Holding on by a Thread
"We’re busy, but margins keep disappearing.”
You’re break-even or barely profitable. Everyone’s working hard - yet results won’t stabilize.
Manual work eats 20+ hours a week
Forecasts are rebuilt from scratch every month
Data exists, but nothing connects
One bad quarter could change everything
Operator reality:
If you can’t see what’s really happening, you can’t control it.
Outcome:
Restore visibility and control so performance becomes predictable again.
Scenario 4: Preparing to Sell - or Step Back
“The business runs… but only if I’m in the middle of it.”
You’re thinking about an exit - or at least freedom. But buyers (and banks) see risk.
No documentation processes
Inconsistent results across locations or teams
Decisions depend on you
The business can’t prove it runs without the owner
Operator reality:
Owner-dependence kills valuation and leverage.
Outcome:
Build systems and documentation that increase value and make the business transferable.
You know something's broken. You just don't know where to start—or you've started three times and nothing sticks.
That’s when you call an operator.
Four Steps From Chaos to Clarity
1. ASSESS
Find what's actually broken - not what you think is broken.
2. DESIGN
Fix operations first, then recommend technology strategically.
3. IMPLEMENT
Manage execution, coordinate vendors, make sure it actually gets done.
4. SUSTAIN
Ensure systems stick, teams adopt them, and improvements compound over time.
No decks handed off. No theory left behind. We stay involved until it works in real life.
We're not here to maximize billable hours.
We're here to fix what's broken and build what works.
What you can expect working with us
We Lead With Trust
No sales pitches. No upselling. You’ll get honest guidance — even if the right answer is a smaller engagement. If a $1,500 diagnostic solves your problem, we won't push a $15,000 transformation.
Customer-Centric From Day One
You're not buying hours — you're buying outcomes. Every engagement starts by understanding your constraints, your team's capabilities, and what success actually looks like for your business.
White-Glove Service — Not Corporate Consulting
You work directly with Shawn. No junior analysts. No handoffs. Clear communication, fast responses, and work delivered on time. No jargon. No decks you'll never read.
High Integrity, Real Solutions
We don't implement for the sake of implementing. If your current system works, we’ll tell you. If you're not ready for a change, we’ll say that too.
Results That Survive Real Life
We build systems that work on Tuesday afternoon — when you're short-staffed and things go sideways. Practical. Implementable. Sustainable.
Trusted By
Working with $5M-$50M businesses across:
Professional & Business Services
Knowledge-heavy firms where delivery lives in people’s heads, creating inconsistency, bottlenecks, and leadership overload as the business grows
Multi-Location & Franchise Businesses
Organizations struggling to replicate performance across locations due to weak systems, uneven execution, and lack of operational visibility.
Financial-Adjacent & Regulated Service Firms
Businesses where controls, process discipline, and risk management matter, but operational maturity often lags growth.
Founder-Led Companies Preparing for Scale or Exit
Businesses facing valuation risk because operations are informal, undocumented, or overly dependent on the founder.
Practical notes for owners fixing real operational problems.
Book a free 30-minute discovery call.
No sales pitch. No deck. Just a clear conversation about what’s actually happening inside your business.