Revenue’s up. Profit isn’t. And your numbers can’t tell you why.
We build the decision layer your books were never meant to give you. Guaranteed 3x your Diagnostic fee in recoverable value, in 14 days. Typical 5x to 10x.
30 minutes with Russ. No pitch. You leave with at least one named number.
“You showed me the customer I was protecting was the one bleeding me. I would never have gone looking.” Owner, manufacturer, $15M revenue
You have a system of record. You don’t have a system of decision.
Most founders and owners look back wishing they had called it differently. The decisions weren’t wrong. You made them on the only numbers you had, and those numbers were never built to decide from. Your books tell you what happened. They can’t tell you what to do next.
What compounds underneath clean reporting is the value trapped inside decisions made on numbers that were never built to decide from. Revenue grows, profit stalls, and nothing in the monthly report can point at the reason. The cash is not gone. It is locked inside calls that looked right at the time and were never re-decided against what is true now.
The Six Trap Diagnostic™
Nobody re-validates every commitment while the business is growing. Not because they are careless, but because the human brain is built not to. The six patterns below are structural, not failures of the owner. No one running a company can counteract all six alone.
The money already spent feels like it is voting. It is not. The next dollar is the only one that decides anything.
Doing nothing feels neutral. It never is. Every quarter of unchanged spend is an active call you are making by default.
The right total can hide the wrong allocation. A clean bottom line can mask a customer or a product line that the rest of the business is quietly funding.
The first number set becomes the number every later conversation orbits. The price you set three years ago is rarely the price today’s market would pay.
Admitting a commitment is not paying off hurts about twice as much as recovering the cash feels good. Most owners sit under that math without ever naming it.
Polished reporting can feel like proof when it is really theater. Defending a number with a story that quietly stopped being true is the most expensive habit a company carries.
Find. Install. Run.
Three steps, one rhythm. We find what your money is doing, install the cadence that makes every next call defensible, and run it with you until deciding from the numbers is just how the company operates.
Find. The Decision Diagnostic, in 14 days.
We name what your money is actually doing. Every cost, product line, and customer carries a number and a decision status. You leave with a dollar-ranked list of where value is trapped and a plan for every dollar that has to move.
Install. The rhythm that makes the next call defensible, proven across 90 days.
Pricing moves, a product line gets restructured, a cost gets cut. Each call is backed with math, taken live in market, and scored against what actually happened. By Day 90 the rhythm is installed and running, not modeled.
Run. The rhythm on retainer.
Weekly decision cadence, a monthly deep dive, a quarterly model rebuild. Every new material decision hits the same loop, so the company keeps deciding from numbers built to decide from. The cadence is Financial Rhythms™.
Three promises, priced to your revenue.
Most owners start with the Diagnostic and move into the Resolution. Pricing is banded by revenue. The floor is $5M; below that the guarantee math does not hold, so we refer out.
The Decision Diagnostic
Find. 14 days. Names what your money is actually doing.
A dollar-ranked map of recoverable cash, recoverable margin, and avoided cost, with an owner-accepted plan for every dollar that has to move.
The 90-Day Decision Resolution
Install. 90 days. The rhythm proven in market.
Material decisions defended with math, taken live in market with the data to score them, and Financial Rhythms™ running as the monthly cadence. A Resolution signed within 7 days of the Day 14 readout credits the Diagnostic fee 100%.
The Decision Partnership
Run. Monthly. The rhythm on retainer.
Weekly, monthly, quarterly cadence. Every new material decision runs the same loop. Adds a 5% success fee on confirmed Realized Value, certified quarterly against methodology, not opinion.
What the guarantee puts on the table.
Enter your annual revenue. We show your Diagnostic fee and the recoverable value the guarantee names in 14 days, or the Diagnostic is free.
Estimate based on banded pricing. Final scope is set on the fit call.
Built for operating companies that run on data.
The Diagnostic math is built for a specific band. If you are inside it, the work fits across whatever you build or sell. If you are outside it, we will say so on the first call and you keep your time.
Fits
- Operating companies, $5M to $50M in revenue.
- You run on data but know you are not yet getting the truth from it.
- EOS and Vistage operating companies, plus construction, manufacturing, SaaS and AI, and professional services.
- Owners ready to act on the numbers, not just read them.
Not a fit
- Under $5M in revenue. The guarantee math does not hold, so we refer out.
- Happy guessing, or unwilling to act on the numbers.
- Shopping for cheap bookkeeping.
- Already in an active turnaround with another firm in the chair.
Recovered value, in the cash.
The mechanism reads the same across industries because the traps do. Three companies, three sectors, one method. Anonymized by segment and revenue band.
Pricing was anchored to costs that had moved years earlier, and the aggregate P&L hid which products carried the business. The Product Line P&L broke the cross-subsidy and the recovery plan repriced against the current market.
Cash was trapped in a billing and close cadence nobody had revisited, and clean-looking reports masked the leak. We rebuilt the rhythm, pulled the working capital forward, and put margin on a weekly line of sight.
The biggest account felt untouchable, so the math on it never got run. Full cost allocation showed it was funded by everyone else. We repriced and reset terms instead of protecting the logo.
The methodology is called Decision-First Finance.
We reorganize the finance function around the next material calls the company has to make, not the last few months of variance. Reporting becomes a byproduct of decision-first work, not its product. The close still closes. The board deck still ships. The center of gravity moves to the decision queue.
Every decision runs the same loop. Most companies never close it, so value traps and stays trapped. Our intervention is the last two nodes, Diagnose and Defend, run on a rhythm: weekly cadence, monthly deep dive, quarterly rebuild.
Decide from the numbers. Prove it in the cash.
You walk into every major decision able to point at the number behind it, and the recovered cash proves the view was right. That is the whole promise. It starts with one 30-minute call.
For owners
One 30-minute fit call. No pitch. If the fit is there, we book the Diagnostic. If it is not, both sides know inside the first call and we end clean.
For advisors and boards
EOS implementers, Vistage chairs, PE operating partners, and fractional teams bring us in when an operating company is making big calls without the math to defend them.
Read the guarantee