Target business profile:
Typical profile:
Why they need us:
These firms often grow through technical expertise but hit walls around operational efficiency and commercial structure. Partners are great accountants but may lack experience in sales systems, people management at scale, or building advisory services that break the billable hours model.
Service fit:
Operating Model Transformation — Most accounting firms run on outdated structures (partner/senior/junior pyramid). When they try to scale advisory services or specialise by industry vertical, the old model breaks. We redesign around service lines, build clear career paths that retain good people, and create operational rhythms that don't rely on partners doing everything.
Business Performance Consulting — Common engagements: building sales capability for advisory services, developing pricing models beyond hourly rates, coaching partners on leadership vs technical work, creating management reporting that tracks profitability by service line not just overall revenue.
Agentic AI — Document processing, compliance workflow automation, client communication systems, and research automation for advisory work.
Common triggers:
Typical profile:
Why they need us:
Law firms are notorious for poor business operations despite advising clients on business matters. They struggle with utilisation tracking, matter profitability, staff retention, and transitioning from founder-run to properly managed businesses.
Service fit:
Operating Model Transformation — Build practice management systems that actually work, design structures that support specialisation without siloing, create proper financial management beyond just trust accounting.
Business Performance Consulting — Leadership coaching for partners transitioning from doing legal work to managing a business, building business development capability (most lawyers hate sales), developing pricing strategies that capture value not just time, succession planning when founding partners want to exit.
Agentic AI — Legal research automation, document assembly and review, client intake and matter management, precedent systems that actually get used.
Common triggers:
Typical profile:
Why they need us:
These firms usually have excellent technical capability but weak commercial and operational management. Project margins are unclear, scope creep is common, and they struggle to move from principals doing everything to properly delegated project delivery.
Service fit:
Operating Model Transformation — Build project delivery frameworks that ensure consistency, create clear roles between technical leadership and project management, develop resource allocation systems that prevent over-servicing, design career paths for technical staff who don't want to become managers.
Business Performance Consulting — Commercial management of projects (quoting, scope control, variation management), building business development capability, coaching principals on leadership, developing operational metrics that track project health not just revenue.
Agentic AI — Project documentation automation, compliance and consent processes, client communication systems, resource scheduling and capacity planning.
Common triggers:
Typical profile:
Why they need us:
Ironic but true: consultancies are often terrible at running themselves as businesses. They know how to deliver client work but struggle with their own operations, business development, and building scalable delivery models.
Service fit:
Operating Model Transformation — Move from individual consultants owning client relationships to firm-wide capability, build methodology and IP that creates consistency, develop associate and junior consultant roles that allow leverage.
Business Performance Consulting — Building systematic business development (not just founder networks), developing pricing that captures value not hours, creating operational metrics, succession planning, coaching consultants to become business leaders not just technical experts.
Agentic AI — Research automation, proposal development, client reporting systems, knowledge management that makes prior work accessible.
Common triggers:
Typical profile:
Why they need us:
Agencies are brilliant at client work and terrible at their own business operations. They habitually over-service clients, have unclear profitability by client or service line, and struggle to build operational systems that don't kill creativity.
Service fit:
Operating Model Transformation — Build account and project management systems that prevent over-servicing, create profitability tracking by client and service, design structures that support both creative and commercial excellence, develop career paths that retain creative talent.
Business Performance Consulting — Commercial management (pricing, scope control, profitability analysis), building new business capability, coaching creative founders on commercial leadership, developing operational reporting that creative teams will actually use.
Agentic AI — Client reporting automation, project management and time tracking, creative brief and approval workflows, resource allocation and capacity planning.
Common triggers:
Typical profile:
Why they need us:
Tech services firms often have strong technical capability but weak commercial and operational discipline. They struggle with project delivery consistency, pricing that captures value, and transitioning from founder-led to properly managed.
Service fit:
Operating Model Transformation — Build delivery frameworks that create consistency across projects, design structures that separate technical leadership from people management, develop service offerings that are clearly defined and consistently delivered.
Business Performance Consulting — Commercial strategy (pricing models, packaging, value capture), sales capability building, operational metrics for project and service delivery, leadership coaching for technical founders.
Agentic AI — This is native territory - automation of client onboarding, documentation, reporting, internal tooling for delivery teams, knowledge management systems.
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Typical profile:
Why they need us:
Construction firms frequently have strong technical capability but weak business systems. They struggle with project profitability tracking, cashflow management, job costing accuracy, and professional management as they scale.
Service fit:
Operating Model Transformation — Build job costing and project management systems that actually work, design organisational structures that support multiple concurrent projects, develop operational reporting that shows real-time project health, create clear roles and accountabilities across site and office teams.
Business Performance Consulting — Commercial management (quoting accuracy, variation management, margin protection), cashflow and financial management, leadership development for site managers transitioning to business roles, building business development capability beyond word of mouth.
Agentic AI — Quote and estimation automation, project documentation and compliance, subcontractor and supplier management, health and safety reporting.
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Typical profile:
Why they need us:
Trade contractors often grow from owner-operator to substantial businesses without building proper operational foundations. Job costing is poor, scheduling is chaotic, and they can't move beyond the founder being involved in everything.
Service fit:
Operating Model Transformation — Build scheduling and dispatch systems, create job costing frameworks that capture true costs, design career paths from apprentice to leading hand to supervisor, develop operational rhythms for service delivery and quality control.
Business Performance Consulting — Pricing strategy that moves beyond cost-plus, business development for commercial work, financial management and reporting, leadership coaching for former tradespeople now managing teams, succession planning when founder wants to step back.
Agentic AI — Job scheduling and dispatch, quote generation and follow-up, maintenance contract management, inventory and parts ordering, compliance documentation.
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Typical profile:
Why they need us:
Landscaping firms typically have strong horticultural knowledge but limited business systems. They struggle with seasonal cashflow, project estimation, commercial pricing, and creating operational structure as they grow.
Service fit:
Operating Model Transformation — Build operational systems for both maintenance and project work, design crew structures and scheduling systems, develop quality control and client communication processes, create financial management that handles seasonal variation.
Business Performance Consulting — Pricing strategy for both maintenance and projects, business development for commercial clients, cashflow management across seasons, leadership development for crew leaders, building estimation capability.
Agentic AI — Maintenance scheduling and client communication, quote generation for landscape projects, crew scheduling and time tracking, seasonal planning and resource allocation.
Common triggers:
Typical profile:
Why they need us:
Multi-site retail creates complexity that most founders aren't prepared for. Each location performs differently, operational consistency is hard to maintain, and they lack proper management reporting to understand what's actually driving performance.
Service fit:
Operating Model Transformation — Build operational frameworks that create consistency across sites, design management structures that support site autonomy within guardrails, develop reporting that shows performance by location and category, create training and development systems that ensure consistency.
Business Performance Consulting — Commercial strategy across locations, merchandising and category management, operational metrics and reporting, leadership development for site managers, building area manager capability to support multiple locations.
Agentic AI — Inventory management and ordering, staff scheduling across sites, customer communication and loyalty programs, performance reporting and analytics.
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Typical profile:
Why they need us:
Hospitality operators are experts in guest experience but often weak on business fundamentals. Food costs, labour management, venue profitability, and operational systems typically lag behind their ambition.
Service fit:
Operating Model Transformation — Build operational systems that work across multiple venues, create kitchen and front-of-house structures that reduce key person dependency, develop training systems that ensure consistency, design financial management that tracks actual venue profitability.
Business Performance Consulting — Commercial management (menu engineering, pricing, cost control), labour scheduling and productivity, venue-level P&L management, leadership development for head chefs and venue managers, building group services that support individual venues.
Agentic AI — Rostering and labour management, supplier ordering and inventory, reservation and customer communication systems, performance reporting by venue and category.
Common triggers:
Typical profile:
Why they need us:
Medical and dental practices often grow through clinical reputation but lack business structure. They struggle with operational efficiency, staff management, financial performance by practitioner or service line, and succession planning.
Service fit:
Operating Model Transformation — Design practice management systems that maximize clinical time and minimize administrative burden, create patient flow and scheduling optimization, develop clear roles between clinical and business management, build career paths for non-clinical staff.
Business Performance Consulting — Financial management and reporting by practitioner and service, pricing strategy that reflects value not just time or item numbers, building practice management capability separate from clinical work, succession and partnership planning, improving operational efficiency to increase capacity.
Agentic AI — Patient scheduling and communication, billing and claims processing, recall and appointment reminder systems, clinical documentation support, inventory management.
Common triggers:
Typical profile:
Why they need us:
Allied health clinics typically grow organically but lack proper business foundations. They struggle with practitioner utilization, commercial management, operational systems, and transitioning from owner-therapist to business manager.
Service fit:
Operating Model Transformation — Build operational systems for multi-practitioner practices, design scheduling and patient flow optimization, create administrative structures that support clinical delivery, develop cross-referral and multi-disciplinary collaboration frameworks.
Business Performance Consulting — Commercial strategy and pricing (moving beyond ACC or insurance rates where possible), practitioner performance and utilization management, building business development and referral systems, leadership development for principal practitioners, financial management and reporting.
Agentic AI — Appointment scheduling and reminders, patient communication and engagement, ACC or insurance claims processing, treatment planning and documentation, outcome tracking and reporting.
Common triggers:
Typical profile:
Why they need us:
Fitness businesses often start from passion but struggle with commercial sustainability. Membership models don't work properly, instructor costs eat margins, and scaling beyond the founder's energy and personality is hard.
Service fit:
Operating Model Transformation — Design membership and class structures that are financially sustainable, create instructor and manager roles that support growth, build operational systems for member experience and retention, develop multi-site frameworks if expanding.
Business Performance Consulting — Commercial model design (pricing, packages, memberships), member acquisition and retention strategy, instructor and staff management, financial reporting that shows true unit economics, coaching founder-instructors on business leadership.
Agentic AI — Class booking and scheduling, member communication and engagement, instructor scheduling and payment, retention and reactivation campaigns, performance analytics by class and instructor.
Common triggers:
Typical profile:
Why they need us:
Manufacturers typically have strong technical and production capability but weak commercial and operational management. They struggle with job costing accuracy, production planning, quality systems, and transitioning from owner-operator to professional management.
Service fit:
Operating Model Transformation — Build production planning and scheduling systems, design quality management frameworks, create clear organisational structure between production and commercial/support functions, develop operational reporting for production efficiency and quality.
Business Performance Consulting — Commercial management (quoting, pricing, margin protection), operational efficiency and lean manufacturing principles, financial management and job costing, supply chain optimization, leadership development for production managers.
Agentic AI — Production scheduling and capacity planning, inventory and materials management, quality tracking and reporting, customer order management, supplier relationship and ordering.
Common triggers:
Typical profile:
Why they need us:
Distributors often have good supplier relationships and market knowledge but weak operational systems. Inventory management is poor, customer profitability is unknown, and they lack the management structure to support growth.
Service fit:
Operating Model Transformation — Design warehouse operations and logistics systems, build sales and customer service structures, create inventory management frameworks, develop financial and operational reporting for business performance.
Business Performance Consulting — Commercial strategy (pricing, margin management, customer profitability), sales capability development, operational efficiency in warehousing and distribution, financial management, building professional management structure.
Agentic AI — Inventory management and optimization, order processing and fulfillment, customer relationship and sales tracking, supplier ordering and relationship management, logistics and delivery coordination.
Common triggers:
Typical profile:
Why they need us:
Food manufacturers face complexity from production, quality, compliance, and commercial pressures. They often have great products but weak business systems, unclear profitability, and struggle to scale while maintaining quality.
Service fit:
Operating Model Transformation — Build production planning that balances efficiency and flexibility, design quality and compliance systems, create structures that separate production from commercial and support functions, develop operational rhythms for planning and performance.
Business Performance Consulting — Commercial strategy and pricing, customer and product profitability analysis, operational efficiency, supply chain and procurement, building professional management capability, financial management including cost accounting.
Agentic AI — Production planning and scheduling, quality and compliance documentation, inventory and materials management, customer order and delivery management, traceability and recall systems.
Common triggers:
Typical profile:
Why they need us:
SaaS companies often have great product and engineering capability but weak operational and commercial discipline. They struggle with unit economics, customer success operations, pricing strategy, and building scalable go-to-market.
Service fit:
Operating Model Transformation — Build scalable operations for customer success and support, design product and engineering workflows that balance speed and quality, create structures that support both product development and commercial growth.
Business Performance Consulting — Commercial strategy (pricing, packaging, expansion revenue), sales and customer success capability building, unit economics and financial management, operational metrics and reporting, leadership development for technical founders.
Agentic AI — Customer onboarding automation, support ticket routing and response, product analytics and reporting, sales pipeline and forecasting, customer health monitoring.
Common triggers:
Typical profile:
Why they need us:
Digital agencies face similar challenges to traditional agencies but with additional pressure from platform changes and client sophistication. Profitability is often poor despite being busy, and they struggle to build sustainable operational models.
Service fit:
Operating Model Transformation — Build account and campaign management systems, design delivery processes that create consistency, develop reporting frameworks for client and internal performance, create structures that support both strategy and execution.
Business Performance Consulting — Commercial management (retainer vs project pricing, scope control), building new business capability, operational efficiency, client and service profitability analysis, coaching technical founders on commercial leadership.
Agentic AI — Campaign reporting automation, client communication and approval workflows, performance tracking and analytics, resource allocation, proposal and pitch development.
Common triggers:
Typical profile:
Why they need us:
E-commerce businesses often have strong marketing capability but weak operational foundations. They struggle with inventory management, fulfillment operations, customer profitability, and building sustainable unit economics.
Service fit:
Operating Model Transformation — Design fulfillment and inventory operations, build customer service frameworks, create marketing and merchandising structures, develop operational reporting for business performance across channels.
Business Performance Consulting — Commercial strategy across channels and customer segments, customer acquisition cost and lifetime value management, operational efficiency in fulfillment, inventory optimization, building professional operations as marketing-led founders scale.
Agentic AI — Inventory forecasting and management, customer service automation, marketing campaign automation, order fulfillment workflows, customer communication and retention.
Common triggers:
Typical profile:
Why they need us:
Education providers often have excellent educational capability but weak business foundations. They struggle with commercial sustainability, operational efficiency, regulatory compliance, and scaling beyond founder-educator capacity.
Service fit:
Operating Model Transformation — Design operational systems for course delivery and administration, build educational quality frameworks, create structures that separate education design from delivery from business operations, develop reporting for educational and financial performance.
Business Performance Consulting — Commercial strategy and pricing, business development and student acquisition, operational efficiency, financial management including funding compliance where relevant, leadership development for educators transitioning to management.
Agentic AI — Student enrollment and communication, course scheduling and resource allocation, assessment and feedback workflows, compliance and reporting automation, learning management system integration.
Common triggers:
Typical profile:
Why they need us:
Childcare centers operate in highly regulated environments with complex funding models. They struggle with occupancy management, staff retention, regulatory compliance, and financial sustainability within funding constraints.
Service fit:
Operating Model Transformation — Design operational systems for multi-center management, build quality and compliance frameworks, create staff structures and development pathways, develop reporting for occupancy, funding, and performance.
Business Performance Consulting — Financial management within funding models, occupancy optimization, staff recruitment and retention strategies, operational efficiency, building center manager capability, group services structure for multi-center operators.
Agentic AI — Parent communication and enrollment, staff rostering within ratio requirements, attendance and funding claims, compliance documentation, waiting list and occupancy management.
Common triggers:
Typical profile:
Why they need us:
Property managers often grow portfolios without building proper operational systems. They struggle with service consistency, client retention, operational efficiency, and scaling beyond key person dependencies.
Service fit:
Operating Model Transformation — Build property management operating systems, design client service and property oversight frameworks, create team structures for portfolio management, develop reporting for property and client performance.
Business Performance Consulting — Service pricing and commercial models, client acquisition and retention, operational efficiency, financial management, building property manager capability, scaling service delivery.
Agentic AI — Maintenance request and work order management, tenant and owner communication, inspection and compliance tracking, financial reporting by property, lease management and renewals.
Common triggers:
Typical profile:
Why they need us:
Facilities services firms often have strong technical capability but weak commercial and operational management. They struggle with contract profitability, service delivery consistency, technician productivity, and scaling operations.
Service fit:
Operating Model Transformation — Design field service operations and scheduling, build contract management frameworks, create structures for service delivery teams, develop quality and performance reporting systems.
Business Performance Consulting — Contract pricing and profitability management, service delivery efficiency, financial reporting by contract and service type, building operations management capability, commercial strategy for contract bidding.
Agentic AI — Service scheduling and dispatch, technician time and job tracking, client communication and reporting, preventive maintenance scheduling, inventory and parts management.
Common triggers:
Typical profile:
Why they need us:
Production companies are brilliant at making content but often terrible at running the business. Job costing is poor, client management is reactive, and scaling beyond founder capacity is difficult.
Service fit:
Operating Model Transformation — Build production management systems, design crew and resource allocation frameworks, create client service and project delivery processes, develop financial tracking for project profitability.
Business Performance Consulting — Pricing and scoping discipline, project profitability management, business development and client relationship management, operational efficiency, coaching creative founders on commercial leadership.
Agentic AI — Project management and scheduling, client briefing and approval workflows, asset management and version control, crew and equipment scheduling, project financial tracking.
Common triggers:
Typical profile:
Why they need us:
Design studios often have exceptional creative capability but weak business discipline. They over-service clients, struggle with pricing, have unclear profitability, and find it hard to build operational systems that don't stifle creativity.
Service fit:
Operating Model Transformation — Build project and client management systems, design studio operations that balance creativity and efficiency, create account management frameworks, develop time tracking and profitability reporting.
Business Performance Consulting — Commercial management (pricing, scope control, value-based fees), client acquisition and retention, project profitability analysis, operational efficiency, coaching designers on business leadership.
Agentic AI — Project management and client communication, design review and approval workflows, asset management, time tracking and project profitability, proposal and quote generation.
Common triggers:
Typical profile:
Why they need us:
Auto service businesses often have strong technical capability but weak business systems. They struggle with job profitability, parts inventory management, customer retention, and transitioning from owner-mechanic to business manager.
Service fit:
Operating Model Transformation — Build workshop operations and job management systems, design customer service and booking frameworks, create technician productivity and quality systems, develop inventory management for parts and consumables.
Business Performance Consulting — Pricing strategy and job profitability, customer retention and service marketing, operational efficiency and bay utilization, financial management, building service manager capability, multi-site operations if expanding.
Agentic AI — Customer booking and communication, job management and technician assignment, parts ordering and inventory, service reminders and marketing, warranty and claims processing.
Common triggers:
Typical profile:
Why they need us:
Transport operators often have good operational knowledge but weak business systems. They struggle with route optimization, fleet management, customer profitability, and building management capability to scale.
Service fit:
Operating Model Transformation — Design operations and dispatch systems, build fleet and driver management frameworks, create customer service and account management structures, develop operational reporting for delivery performance and profitability.
Business Performance Consulting — Commercial strategy and pricing, customer and route profitability analysis, operational efficiency, financial management including fleet costs, building operations management capability, growth strategy.
Agentic AI — Route planning and optimization, dispatch and driver communication, customer job booking and tracking, vehicle maintenance scheduling, proof of delivery and invoicing.
Common triggers:
Typical profile:
Why they need us:
Waste operators face complexity from collection logistics, processing operations, regulatory compliance, and commercial pressures. They often lack proper systems for route optimization, contamination management, and financial reporting.
Service fit:
Operating Model Transformation — Design collection and processing operations, build route optimization and fleet management systems, create compliance and reporting frameworks, develop operational reporting for collection and processing performance.
Business Performance Consulting — Commercial strategy and pricing, customer acquisition and retention, operational efficiency, financial management, building management capability for operations, compliance management.
Agentic AI — Route optimization and scheduling, customer service and contamination communication, driver and vehicle management, compliance and regulatory reporting, invoicing and customer management.
Common triggers:
Typical profile:
Why they need us:
Environmental consultancies have strong technical capability but often weak business operations. They struggle with project profitability, utilization management, commercial discipline, and scaling beyond technical founders.
Service fit:
Operating Model Transformation — Build project and resource management systems, design operational frameworks for field and office work, create quality and compliance processes, develop reporting for utilization and profitability.
Business Performance Consulting — Commercial management (pricing, scoping, project profitability), business development, consultant utilization and productivity, financial reporting, coaching technical founders on business leadership.
Agentic AI — Project and client management, field data collection and reporting, compliance and regulatory documentation, resource scheduling, technical report automation.
Common triggers:
Typical profile:
Why they need us:
Agri-service businesses often have deep sector knowledge but limited business systems. They struggle with seasonal cashflow, pricing volatility, operational efficiency, and succession planning as founders age.
Service fit:
Operating Model Transformation — Build operational systems for seasonal work, design resource management and scheduling frameworks, create financial systems that handle seasonal volatility, develop succession and ownership transition plans.
Business Performance Consulting — Commercial strategy and pricing in volatile markets, business development and customer retention, cashflow and financial management across seasons, operational efficiency, leadership development for next generation.
Agentic AI — Customer and job scheduling, equipment and resource management, seasonal planning and forecasting, customer communication and invoicing, inventory management for supplies or products.
Common triggers:
Typical profile:
Why they need us:
Artisan producers often have great products and brand but weak business foundations. They struggle to scale production while maintaining quality, have unclear unit economics, and lack proper operational systems.
Service fit:
Operating Model Transformation — Design production operations that scale without losing artisan quality, build sales and distribution frameworks, create quality and compliance systems, develop financial reporting for product and channel profitability.
Business Performance Consulting — Commercial strategy (pricing, channels, product mix), production efficiency and scaling, supply chain and procurement, financial management including cost accounting, building business capability separate from production.
Agentic AI — Production planning and batch management, inventory and materials ordering, sales order management, compliance and traceability, customer relationship and distribution management.
Common triggers:
Growth without foundations:Most SMEs under $20m have grown organically without building proper operational, financial, or management systems. The business works because the founder makes it work, not because systems and structure make it work.
Outgrowing founder capability:The skills that built the business (technical expertise, sales ability, client relationships) are different from the skills needed to run it at scale (management, financial discipline, operational systems, leadership).
Unclear profitability:Many SMEs know their top-line revenue but have poor visibility on profitability by client, product, service, location, or project. They're busy but can't explain which parts of the business actually make money.
Key person dependency:The business relies too heavily on the founder or one or two key people. Knowledge, relationships, and capability aren't distributed. This creates risk and limits growth.
Reactive not strategic:The business operates month to month, firefighting issues rather than building ahead. Strategic planning happens in the founder's head, not in documented plans with clear accountability.
People challenges:Can't attract or retain good people, unclear career paths, insufficient management capability, cultural issues as the business scales beyond "everyone knows everyone".
Cashflow pressure:Revenue is growing but cashflow is tight. Working capital is tied up in inventory, debtors, or work-in-progress. Growth is consuming cash faster than it's generating it.
Technology gaps:Running on spreadsheets, manual processes, or legacy systems that don't talk to each other. Technology should enable the business but instead creates friction.
Operating Model Transformation addresses:
Business Performance Consulting addresses:
Agentic AI for Transformation addresses:
When a visitor describes their business:
When a visitor asks "Can you help businesses like mine?":
When recommending services:
Red flags for qualification:
Green flags for good fit:
Primary keywords by sector:
Content strategy:
Geographic focus:
Document control: