Achieve your top priorities faster and unlock the full value of your business

We help business owners reach their goals by providing hands-on operational support, strategic growth development, and access to capital

Connect with us
Man using lever on stone

Refine your roadmap

Build the best team

Streamline your systems

Who we help

We work best with privately-held companies that:
have less than
$100M in revenue
are tackling
new opportunities
or facing
new challenges
have owners with a
growth mindset
As a business owner, you have built your company with vision, hard work, and persistence. You navigate constant change and make daily trade-offs. You strive for greater control and freedom from certain tasks. We help owners understand what their business is worth, prepare it for the future, and position it to achieve new heights or transition to new owners in the years ahead.
Winding path into the mountains
As an investor in a privately held company, you have a large financial stake tied to equity of the business. You strive to support the organization but don't have the time to get involved in the day to day. You know the organization needs more resources to compliment the existing team. We help investors maximize the value of their ownership by helping the management team identify and execute key opportunities to accelerate growth and profitability.

What we do

As operating partners, we become your trusted collaborators by providing a fresh perspective, hand-on support, unbiased feedback, and access to our network of experts and investors

Refine your Roadmap

Market research to identify opportunites
Competitive intelligence to spot threats
Data analytics to evaluate operations
Growth forecasting to project performance
Sales strategy to enable growth
Cash management to ensure sustainability
Right Plan

Build the best team

Recruiting to fill key roles
Staff productivity to maximize results
Performance targets to create accountability
Technical skill building to grow capacity
Leadership development to promote staff
Fractional resources to address gaps
Right People

Streamline your systems

Standard procedures to increase consistency
Software to enhance operations
Technology automation to create efficiency
Workflow optimization to eliminate waste
Vendor negotiation to reduce costs
Communication workflows to drive results
Right Process
We help you maximize the value of your business so you can get the most out of your life

Who we are

We are business operators to our core

We believe in rolling up our sleeves. We bring broad experiences and specialized skills. We've worked across industries and built expertise in strategic planning, financial analysis, business development, recruiting, technology implementation, and operations

We are resourceful problem-solvers to help you tackle your toughest challenges

Sam Sager

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Sam began his career working as a management consultant with Fortune 500 companies before discovering a passion for helping privately held businesses grow through strategic planning, data analysis, and financial management. Sam has first-hand experience starting, scaling, and selling businesses. He has experience across industries with a specific focus on the healthcare, technology, and construction sectors.

Matt Cox

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Matt is a US Naval Academy graduate who spent the first part of his career serving as an officer aboard a submarine. After transitioning to the commercial sector, Matt has excelled as a business development executive, helping small businesses grow and maximize their enterprise value. He has also worked directly with business owners to streamline operations, accelerate their growth, and transition their organizations.