SCALE SMART, GROW STRONG

Solutions for Small Businesses

Get the executive expertise and operational support you need to break through growth barriers—without the overhead of full-time hires.

THE CHALLENGE

Growing Pains Are Real

Small businesses face unique challenges that require expert solutions. You need reliable execution and clear numbers—without adding a dozen full‑time roles. We bolt in the right capability at the right time.

Common Challenges

Cash-flow visibility and month-end close delays

Inconsistent processes across sales, marketing, and service

Tool sprawl and disconnected data

No time to hire or train specialized talent

Compliance and risk gaps (finance, HR, security)

What Small Businesses Need

Predictable back-office operations and clean reporting

Simple, repeatable GTM processes that generate pipeline

Automation that saves hours—not months of projects

On-demand specialists and fractional leadership

What We Provide

Financial Clarity

Close faster, forecast better, and manage cash with confidence.

A simple GTM engine that turns activity into pipeline and revenue.

Automate the busywork and connect your tools so data just works.

Clear roles, simple processes, and a cadence your team can keep.

COMPARE & CONTRAST

Best-Fit Services

Compare engagement models side-by-side, and pick the model that aligns with your mandate.

OPaaS

Best when...

Need seasoned operating partners to lead diligence, 100-day plans, and value creation

Primary Outcomes

Operator-led DD, strategy design and execution, operating cadence, margin expansion, playbooks.

Typical Duration

3-12 months

Team Composition

Lead operator + analysts/SMEs

Example Use Cases

Roll-ups, carve-outs, integration, pricing overhaul

TaaS

Best when...

Need fast access to interim execs and specialist operators for targeted springs

Primary Outcomes

Leadership coverage, capability spikes, knowledge transfer

Typical Duration

3-24 months (as needed)

Team Composition

Curated bench of execs & SMEs

Example Use Cases

Interim CFO/COO, GTM audit, data migration

Our Recommendation

for Small Businesses

FaaS

Best when...

Need entire functions delivered under SLAs (Finance, RevOps, Marketing Ops, Tech/Data

Primary Outcomes

Predictable outputs, KPI governance, enterprise-grade execution

Typical Duration

6-24 months

Team Composition

Dedicated pod with leads & ICs

Example Use Cases

Monthly close, RevOps engine, data platform run

Dimension

Best when...

Primary outcomes

Typical duration

Team composition

Example use cases

OPaaS

Need seasoned operating partners to lead diligence, 100-day plans, and value creation.

Operator-led DD, strategy design and execution, operating cadence, margin expansion, playbooks.

3-12 months

Lead operator + analysts/SMEs

Roll-ups, carve-outs, integration, pricing overhaul

TaaS

Need fast access to interim execs and specialist operators for targeted springs.

Leadership coverage, capability spikes, knowledge transfer.

3-24 months (as needed)

Curated bench of execs & SMEs

Interim CFO/COO, GTM audit, data migration

Our Recommendation

for Small Businesses

FaaS

Need entire functions delivered under SLAs (Finance, RevOps, Marketing Ops, Tech/Data)

Predictable outputs, KPI governance, enterprise-grade execution.

6-24 months

Dedicated pod with leads & ICs

Monthly close, RevOps engine, data platform run

TIMELINE

Your Growth Trajectory

A clear path from initial challenges to sustainable scale.

Foundation

Foundation

• Establish core business processes
• Basic financial management
• Initial team structure
• Focus on product-market fit and customer acquisition

Systems & Structure

Systems & Structure

• Implement scalable systems
• Formalize processes
• Build strong operational foundation
• Establish clear roles and responsibilities

Growth Acceleration

Growth Acceleration

• Scale marketing and sales efforts
• Expand team capabilities
• Optimize operations for efficiency
• Focus on sustainable growth metrics

Strategic Expansion

Strategic Expansion

• Explore new markets
• Develop strategic partnerships
• Build leadership capabilities for long-term sustainability and potential exit opportunities

Foundation

• Establish core business processes
• Basic financial management
• Initial team structure
• Focus on product-market fit and customer acquisition

Systems & Structure

• Implement scalable systems
• Formalize processes
• Build strong operational foundation
• Establish clear roles and responsibilities

Growth Acceleration

• Scale marketing and sales efforts
• Expand team capabilities
• Optimize operations for efficiency
• Focus on sustainable growth metrics.

Strategic Expansion

• Explore new markets
• Develop strategic partnerships
• Build leadership capabilities for long-term sustainability and potential exit opportunities

Ready to Break Through Your Growth Barriers?

Let’s discuss your specific challenges and create a custom plan to accelerate your business growth.