Scoped to the two or three items with the highest return.
Monthly close & reporting system
A repeatable close, meaningful management reports, and a documented review cadence.
Cash flow & forecasting model
A 13-week rolling forecast, scenario planning, and cash-position visibility 60–90 days out.
Pricing & margin architecture
Service-level margin analysis, pricing structure, and offer redesign where warranted.
Role, capacity & delivery structure
Clear roles, capacity plan, escalation rules, and delivery accountability.
Owner-independence systems
Documentation, controls, and rhythms that let the business run for two weeks without the owner.
Opportunity pursuit process
A repeatable way to evaluate, price, and staff larger opportunities before commitment.
Starting from $2,500
Fixed scope, fixed timeline (typically 4–8 weeks). Larger or more complex buildouts scoped separately. Business Review recommended first — but not required.
- 01. Scoping session confirms priorities and success criteria
- 02. Build phase with weekly touchpoints
- 03. Handoff, documentation, and training
- 04. Optional transition to Advisory
What to expect from a Buildout.
What's included?
A scoping session, implementation of 2–3 priority systems, weekly touchpoints, documentation, training, and a clear handoff. The scope is fixed before work begins.
How long does it take?
Most buildouts run 4–8 weeks. The exact timeline is set during scoping and depends on the complexity of the systems and how quickly your team can provide information.
Who is this engagement for?
Businesses that already know which financial or operational systems are limiting growth — or have completed the Business Readiness Review and want to implement the priorities quickly.
Do I need the Business Review first?
Recommended, but not required. If you know your priorities, we can scope the buildout directly. If you are unsure, start with the Review.
What happens after the Buildout?
You receive documented systems, trained team members, and a handoff. Many clients then move into Ongoing Advisory to maintain the new rhythm.