We work exclusively with established lower-middle-market businesses ($2M–$25M revenue), family-owned operators, and private equity portfolio companies. We do not work with early-stage startups, pre-revenue concepts, or businesses looking for top-line "growth hacking."

We focus on lower-middle-market companies facing multi-channel, supply chain, or backend technical complexity: specifically CPG, wholesale distribution, hospitality, and commercial service providers undergoing major structural transitions.

Our clients are established organizations facing critical operational inflection points such as untangling legacy software systems, executing M&A integrations, or shifting from founder-led decision-making to structured governance. They are looking for direct, operator-led transformation rather than rigid corporate advice.

We are typically brought in during technical due diligence or within the first 100 days post-close. We audit legacy tech debt, untangle broken processes, and build the vendor-neutral TCO models required to execute your value creation thesis without destroying margins.

We perform objective, vendor-neutral audits of tech stacks, platform architecture, and operational workflows to identify hidden liabilities before acquisition.

The hardest part of passing down a family business is modernizing the operations without destroying the company culture. We help the next generation safely transition off legacy systems (like decades-old ERPs) and implement structured governance, acting as an objective third party to navigate internal friction.

Traditional consulting firms hand off strategy decks for your internal team to figure out. When a founder hits an operational wall (usually because the tech stack is fragmented or the team is relying on personal heroics instead of documented SOPs) we embed as hands-on execution partners. We codify workflows, consolidate software debt, and build the operational governance needed to scale past founder-led decision-making.

Fractional CFOs often bring us in when they realize a company's financial leaks are actually operational software problems. We don't touch the financials; we build the vendor-neutral TCO (Total Cost of Ownership) models for software migrations and untangle the legacy tech debt so the CFO has accurate data to work with.

We operate as independent transition partners. We don't take software kickbacks, allowing us to build honest Total Cost of Ownership (TCO) models and manage platform consolidation.

Every engagement is led and executed directly by partners Laura Booras and William Fernandez. We do not use junior account reps, offshore hand-offs, or sales scripts. You work directly with senior operators who have built, scaled, and transitioned complex commercial operations.