A passion for optimization

Personalized solutions by senior partners, not cookie-cutter packages.

Leadership Transitions

Navigate leadership changes, retirements, growth phases, and other inflection points with confidence and clarity.

Operations Modernization

Bring your operations into the 21st century with systems, processes, and compliance that actually work for your team.

Business Health Check

We uncover the real dysfunction underneath surface problems. No band-aids—just honest assessment and strategic solutions.

Right-Size Your Team

Instead of replacing warm bodies, we redesign roles that actually match your business needs and growth trajectory.

Hands-On Execution

Transform your vision into operational reality with hands-on execution that bridges the gap between planning and performance.

Scoped Projects

Deploy specialized expertise for complex initiatives that demand attention, deep domain knowledge, and flawless execution.

At your service

We specialize in supporting traditional and legacy business in trade industries, bringing you the results and resources available to private equity and venture capital firms without selling out.

Trade & Service Businesses

  • HVAC & Environmental Systems
  • Construction & Building Services
  • Plumbing & Water Services
  • Cleaning & Maintenance
  • Landscaping & Outdoor Services
  • Solar & Renewable Energy Services
  • Specialty & Niche Trades

Family-Owned Businesses

Multi-generational businesses that keep our communities running undergoing transitions, modernization, and growth while preserving their values and independence.

Growing Traditional Businesses

Established businesses ready to professionalize their operations without losing their soul or “becoming corporate”.

“They didn’t just replace our retiring employee, they transformed how we think about our entire back office. What we thought was a payroll problem was actually a strategic opportunity.”

Owner

Michigan-based commercial HVAC company


When a key employee retired, this family business was scrambling to maintain certified payroll compliance. We assessed their real needs, redesigned the role to provide strategic support beyond just payroll, and implemented systems that positioned them for growth. The result? A more efficient operation and an owner who finally has the support he needs to modernize his business.

Schedule a Call

Receive a free business audit during your consultation.