The work, and what it actually changed.

Healthcare staffing

On the verge of bankruptcy with $275K in debt and a cap raise in motion. We restructured the cost base, reset the business model, and worked the raise alongside the owner and a specialist accountant we brought in.

“They did not hand us a plan and leave. They sat in the numbers with us every week until the company had a future again.”

Mortgage

A fast-growing lender with no operating system. We installed EOS as the organizing layer, ran quarterly planning, and coached the leadership team through two rounds of role changes.

“The weekly rhythm changed everything. For the first time the leadership team was solving the same problems in the same room.”

Mortgage / M&A

A buyer with capital and no pipeline. We sourced targets, made the introductions, and stayed through integration of the acquired team, systems and comp structure.

“The sourcing was the easy part to see. The integration work afterward is what kept the acquisition from falling apart.”

Marketing agency

Owner stuck as the bottleneck on every account. We rebuilt the accountability chart, recruited two operating hires, and coached the owner out of day-to-day delivery.

“I stopped being the only person who could answer anything. That was the whole goal.”