For owner-run businesses
Runs without you.
For owners who want a business that works when they step away. For a week, or for good.
Most small businesses already have an operating system. It's the owner. Every price, every process, every "here's how we handle that" lives in one head. That works right up until you want a real vacation, a second location, a bigger team, or a buyer.
I move the operating system out of your head and into things your team can run: one source of truth for clients, jobs, and billing, invoicing that sends itself, a binder for every job that repeats, an onboarding kit so the next hire is productive in days instead of months, and a dashboard that tells you how the business is doing without anyone having to ask you.
Same way I work with schools: in the tools you already pay for, with the people who'll use it, documented so it outlasts me.
Could It Run Without You?
The honest answer, in a day.
- A day on site (or two half-days on video) watching how the work actually moves
- A sit-down with you and whoever's second-in-command
- A memo naming every process that lives only in your head, ranked by how much it would hurt if you weren't there
- A 90-day plan for moving the top five out
$1,500
credited toward the build within 60 days
Get the honest answerRuns Without You
The business, out of your head and into systems your team can run.
- One source of truth for customers, jobs, and billing
- Invoicing that generates and sends itself, with a log of every send
- A binder for every recurring operation, written for the person who'll do it next
- Your calendar and inbox restructured so a second-in-command can hold them
- A one-page dashboard of the numbers you check anyway
- A final test: your team runs a week without you in the loop
from $8,500
4–6 weeks · half at signing, half at delivery
Build the operating systemThe Handoff Sprint
For the person taking over.
- For a new owner, general manager, or successor
- A guided walkthrough of every system
- The binder updated to the new team
- A 30-day check-in and a 60-day check-in
- A short list of what to change now and what to leave alone
from $3,500
30 days, plus two check-ins
Plan the handoffA buyer pays for what runs without you, and discounts what doesn't. Clean customer data, documented processes, and a team that can operate on day one make diligence faster and the handoff smoother. If you're already working with an exit or transition advisor, I slot in as the operations workstream: I build and document, they run the process. Nothing here is a valuation promise; it's the part of the sale you can control before the first conversation.
What kinds of businesses?
Service businesses where the owner is still the operating system: practices, studios, shops, agencies, brokerages, trades. If your customers are families and your team still leans on you for how things get done, you're squarely who this is for.
We're not selling. Is this still for us?
Yes. Most owners I work with aren't. They want a vacation that's actually a vacation, or a manager who can run the place without a hundred texts.
My team isn't that small. Is this still for us?
Yes. Size isn't the test; routing is. If a team of five or fifty still comes to you for pricing, process, and "how do we handle this," the work is the same: move it out of your head and into systems the team can run.
What tools do you build in?
Whatever you already pay for: Google Workspace or Microsoft 365, your existing invoicing or point-of-sale, your website. I'm not going to hand you a new subscription.