Know where technology investment returns money before you spend it.

Operational Diagnostics & AI Readiness

We assess your operation the way an operator would — workflow by workflow — and deliver a scored candidacy map, a risk-weighted ROI model built to survive CFO and sponsor review, a governance gap register, and a sequencing plan your team can execute without us. Our flagship serves dental groups and emerging DSOs of 3–30 locations; the same instrument adapts to any multi-site services business.

Fixed scope · Fixed fee · Ten business days
Turn the strategy on the slide into something your teams actually execute.

Systems, Process & Organization Design

Strategy fails in the seams: unclear decision rights, workflows that don’t match reality, reporting lines that create friction instead of removing it. We redesign the operating machinery — decision rights, governance, platform integration, and workflow — using Lean, Six Sigma, and data-driven methods. Then we build the documentation and routines that make it stick after we leave.

Scoped per engagement · typically 4–12 weeks
A new revenue line, built from zero, handed to you running.

Revenue Program Development

Market segmentation and target databases. Positioning and sales materials. Pipeline and CRM infrastructure. Active outreach and relationship development. Complete handoff documentation. Recent work includes building the corporate events revenue program for a presidential historic site in Washington, DC — from market strategy through signed business.

Retainer · typically 6–12 months
Find the failure before it finds you.

Risk Management & Red Teaming

We stress-test your plans from an adversary’s perspective — exposing the single points of failure, unexamined dependencies, and quiet assumptions your own planning process is structurally unable to see. Organizations don’t get blindsided by the risks on the register; they get blindsided by the ones nobody was allowed to say out loud.

Scoped per engagement