Operational success through management advisory and hands-on revenue operations systems

Managing portfolios by applying great operating principles and driving results

Great teams have best in class owners, coaches and players.  When those teams are matched with the right play book and drill on execution, success is inevitable.  We give our portfolio companies and management consulting clients clients the playbook and leadership support to get the market execution that they need to get to the next level.  

Company growth systems

Revenue engine, operating backbone, strategic leadership.

Growth and retention orbit the system that produces them. We install that system, help you run it, oversee it and hand it over working at the right time.

Measurable operating capacity — process, cadence and numbers a business can be run on.
A gold pawn at the centre of a network of connected black pawns, with a hand placing the last piece
Every piece connected to one system
01

Revenue engine

Business development systems creation, sales roadmap for actual execution and operation, pricing and revenue operations strategy, pipeline design, custom CRM development, marketing-to-sales handoff systems and operations systems for delivery. 

02

Operating backbone

We develop and execute documented systems and processes, that work in real world business operation execution.  The roadmap that we create is engineered for the best in class execution that is key to successful and profitable operations. This is the lodestone that is critical to right sized resource provisioning  vs. cost center spend analysis.  

03

Strategic leadership

Department head support or fractional placement.  We provide strategic analysis across all business segments, even before a formal department is delineated for creation.   Issues at start-up are different from issues when scaling.  Our team knows the difference and executes to plan each step of the way. 

04

Executive advisory

Plan, financial narrative and metrics development and execution.  No matter how talented a team is, you can’t win a game drawing x’s and o’s in the dirt and shooting from the hip – even with great talent and great ideas.  The  company only runs as well as the plan reads.  Our bench has deep knowledge in providing the insight and support that makes the difference.  

From the desk
A manager reviewing numbers on a tablet on a factory floor while two colleagues look on
Run on the numbers

The Operations Review

“The Operations Review” is both a publication and an analysis of how we see the process of operations management and execution level growth strategies.  We cover management, revenue systems and the operating decisions that move value. This is written by expert operators, for operators who are looking for strategies that actually make a difference in the real world.

What we coverFMM-ORMonthly
01 · Leadership

Leadership teams support: helping owner operators and SME executives  manage leadership execution.  Organization systems need to operationalize a leader’s vision in structures that let a company run without leadership needing to be involved  in every decision.

02 · Management

Management systems that adhere to a “best practice playbook” drive great results without constantly re-invent the wheel “on the fly.”  Without a playbook management is reactive, in constant disarray and overly reliant on “off the cuff” decisions.  

03 · Revenue Operations

Sales is the lifeblood of business.  This discipline is too often relegated to the “lower arts” of corporate work by executives and their advisors.  We apply  custom solutions to both the art and science of revenue operations to drive real results. 

An operator in a blue shirt and tie leaning on a conveyor line in a distribution warehouse
On the floor
A manager in a suit with three team members in hard hats and safety vests giving a thumbs up on a factory floor
Experts in the trenches and in the boardroom
Who you work with

Leadership and Team

A single chess king standing ahead of a blurred row of pieces
Leading from the front

When Making The Right Decisions is the Whole Game

A team that stands with you so that you stand apart

A Best In Class Bench Behind the Marquee

Our group has remained a boutique by design and projects are lead by operators who know how to get results “where the rubber meets the road.”  Every “company partner” that we work with constitutes a project that is architected and roadmapped by our results oriented executive team: they also manage execution oversight.  At the level right below our executive team, is a full bench of professionals who can roll out a swat team based approach to assess an organization, put the right pieces in place and achieve superior execution toward concrete results. 

We help companies execute to their metrics through leadership support, management systems, revenue operations, a coordinated tech stack, custom solutions and a playbook that provides what a company needs to reach its full potential in its market.   

Our track record

Some representative projects and portfolio companies

We do not publish client names or logos, and we will not publish yours.  We have provided some anonymized engagements below.

Regional Financial Service Company - drove growth to 120X ROI from start of start to exit - core start-up team to 100+ employees

Growth from a very small footprint to a regional presence.  Standing up all departments and tying them together to run efficiently, minimal friction, to revenue metrics and cost containment in an integrated custom system.  Revenue operations through market leading sales and marketing operations was the leading innovation in this platform.   

Media Company with Boutique Footprint - High Return Cash on Cash Return and Cash Flow Profile — Hands on Management of Team and Processes Driving Revenues

Corporate marketing and hands-on sales department creation that created a real going concern value independent from the founders referral network.  A cash flow engine business where close management and tight resource matching drives outsized revenues and returns.  A custom approach with bespoke systems, processes, along with innovative digital and automation scaffolding to maximize free cash flow.  

Side by Side Financial Services and Stealth SaaS Products Development, Deployment and Growth System Rollout and Execution — Growing ARR and Preparing for Additional Investor Rounds

Innovative tech builds.  Market separating use cases built with record speed to deployment and monetization.  Full go to market roadmap to ARR: rolled out, executed and achieved.  Discipline to custom metrics and strong operational hygiene at the point where the game plan meets hands on marketing, outreach, sales and completed customer acquisition.  The financial narrative matches the results. 

Insights

What we're watching

Let's talk about what you are working on

Tell us where the constraint is and who it is costing. We will come back with a straight answer on whether we are the right people for it.

Office
13200 Main Road
Mattituck, NY 11952
Mailing
P.O. Box 1460
Mattituck, NY 11952