Your SG&A is an overhead tax — and right now, you're probably overpaying it by $1M to $3M a year. We connect your systems, deploy AI agents, and eliminate the operational drag that's eating your margins and your calendar.
By $30M in revenue, most companies have accumulated a patchwork of disconnected tools, manual workarounds, and processes that live in people's heads. The business keeps growing — and so does the operational drag. Here's what that looks like from the inside.
Your CRM doesn't sync with your ERP. Your HRIS feeds payroll manually. Your project tool has no connection to billing. So your team spends half their time being the integration layer.
avg. 40+ hrs/month wasted per companyBy the time your leadership team finishes reconciling three different versions of last month's revenue, the moment to act has passed. Inconsistent data creates internal politics, not clarity.
leadership credibility erodesWhen your best operations hire leaves, they take three years of tribal knowledge with them. The processes never got documented because there was never time to document them.
average 6–12 month recovery timeApproval requests. Escalations. Report preparation. Firefighting. Every hour you spend on internal operations is an hour you didn't spend with a client, a prospect, or building the next thing.
CEOs lose 40–60% of growth timeThe typical $40M company in your industry should be running SG&A at 18–22% of revenue. If you're at 28–35%, you're carrying $3M–$5M in overhead you could be eliminating — or investing.
$1M–$3M in recoverable EBITDAWhen a PE firm or strategic buyer runs due diligence, they can smell manual processes from a mile away. Every undocumented workflow and every spreadsheet-dependent report is a risk they price into the deal.
avg. 0.5–1.5x EBITDA multiple discountEnter your revenue and current SG&A ratio to see your opportunity.
Based on industry benchmarks for $20M–$100M B2B companies. Actual results vary by company.
We don't sell software. We don't outsource your functions. We build the operating system your business needs to run at its best — and then we keep it running.
We map every system, every manual hand-off, and every process that lives in someone's head. You get a plain-language roadmap that shows exactly where the overhead is coming from — and what it's costing you.
We build it. Your systems get connected. Your AI agents get deployed. Your highest-friction workflows get automated. No rip-and-replace — we work with the tools you already have.
AI agents require care and feeding. We monitor, optimize, and expand your operational infrastructure as your business evolves — and we measure SG&A progress every quarter.
Our agents work inside your existing tool stack. They handle the high-volume, repetitive workflows that eat your team's time — and they log every action for full auditability.
Monitors pipeline health, flags stale deals, auto-generates weekly revenue reports, and alerts the CFO to forecast variances — before they become surprises.
Processes and codes vendor invoices, routes for approval, and reconciles against purchase orders — without AP staff touching routine invoices.
Triggers and tracks every step across HRIS, IT provisioning, payroll setup, and manager check-ins. New hires are productive faster. Nothing falls through the cracks.
Pulls data from your delivery systems and auto-populates client-facing status reports. Your project managers stop building decks and start doing actual project work.
Routes incoming contracts for review, tracks key dates and renewal windows, and flags obligations that require human attention. Nothing expires silently again.
Not an agent — a foundation. One dashboard that pulls from all your systems of record. Weekly leadership meetings start with aligned numbers, not a debate about which spreadsheet is right.
Big consulting firms are too expensive and too junior. BPO companies outsource your functions without fixing them. ERP implementers deliver go-live and disappear. Offshore IT shops execute without strategy.
We sit in the white space between all of them: senior operators who are genuinely deep in AI and systems integration, priced specifically for companies your size, and accountable to a measurable outcome.
We don't get paid more if you buy more software. Our incentive is your lower SG&A ratio.
| Approach | Right size for mid-market | AI-native | Outcome-based | Senior delivery |
|---|---|---|---|---|
| Low SG&A | ✓ | ✓ | ✓ | ✓ |
| Big Consulting | ✗ | ✗ | ✗ | ✗ |
| BPO / Outsourcing | ✓ | ✗ | ✗ | ✗ |
| ERP Implementers | ✓ | ✗ | ✗ | ✓ |
| RPA / Automation Boutiques | ✓ | ✓ | ✗ | ✗ |
Our clients are $20M–$100M B2B companies at a moment when operational friction has become a genuine constraint on growth, margins, or value creation.
You just closed. The operating partner wants an EBITDA improvement plan by Q2. You need to show momentum — without destabilizing the team that got you here.
Trigger: New PE ownershipYou're 18–36 months from a process. Every point of SG&A you eliminate adds multiple to the exit. And buyers are going to scrutinize your operational infrastructure.
Trigger: Pre-sale readinessYou doubled revenue in three years. The processes that worked at $15M are breaking at $45M. Headcount is growing faster than margins. You know something has to change.
Trigger: Rapid headcount growthYou didn't build this company to spend your days approving expense reports and untangling spreadsheet errors. You have a new CFO or COO and a mandate to get the house in order.
Trigger: New CFO/COO hireYou spent $500K implementing a new ERP. The system went live. The chaos didn't go away. You need someone to actually make the technology deliver what it promised.
Trigger: Post-implementation cleanupThe business has scaled beyond what a family team can manage on instinct. You need institutional-grade processes without the institutional-grade overhead that comes with them.
Trigger: Generational transitionWe anchor every engagement to specific, measurable targets. Here's what our clients typically experience within 18 months.
We've had hundreds of conversations with leaders in your position. Here are the questions that come up most.
The Diagnostic is a 3–4 week engagement that gives you a precise map of where your overhead is coming from — and what it would take to eliminate it. Most clients find it pays for itself in the first month of implementation.
Fixed fee · $18,000–$28,000 · Valuable whether or not you continue to implementation
No long-term commitment required to start