FAQs

We talk about your business, your biggest challenges, and your goals. By the end, we'll both know whether a Discovery, coaching, or fractional advisory support makes sense. There's no sales pitch and no obligation.

We work with owner-led contractors, typically with 5 to 50 employees. That includes general contractors, specialty trades, and renovation and remodeling companies and specialty B2C shops like kitchen & bath, construction peripherals, fixtures in the construction trade.

Anywhere in the country. Most of our work is done remotely using your records and video calls. If you'd like us on-site, we're happy to come, with travel expenses covered by you.

You're likely a good fit if you're busy but profits don't match the workload, if you're stuck in the middle of everything, or if you're ready to grow but need more structure first. The fit call will tell us both for sure.

A Discovery is an honest, outside look at your business. We review your records, interview you, and then meet to walk you through what we found, what it's costing you, and what to fix first.

Choose Profit & Accounting if margins or cash are the issue, Systems & Operations if jobs and handoffs break down, and Sales & Pipeline if winning the right work is the struggle. The Full Contractor Deep Dive covers everything. If you're not sure, we'll help you decide on the fit call.

There's no deposit. We present our findings and the invoice at the findings meeting. If you see the value, you pay. If not, you owe nothing. The guarantee covers the Discovery fee. On-site travel expenses are billed separately.

Access to key records such as financials, (Typically 2 to 3 years of P&Ls and/or Income Statements) how you job cost, how your estimating, and scheduling, plus a few hours during the Discovery which would include the opening interview and a findings meeting.

That's common, and its often part of what we find. We work with what you have and show you what needs cleaning up.

You have three choices: put the plan in place on your own, work with us through coaching, or bring us in as a fractional advisor or do nothing and stay the same. There's no pressure either way.

With coaching, we guide you and your team while you do the work. With fractional advisory, we work alongside you part-time, joining meetings, reviewing the numbers, and helping run the business side.

As long as they add value. Engagements are built around your goals, and you can scale support up or down as your needs change.

In most cases, yes. We don't recommend solutions before we understand the problem.

Due to the nature of our work and to protect our clients' confidentiality, we don't give out references. Besides would we ever give you a bad one? Our satisfaction guarantee is how we earn your trust instead.

We focus only on contractors, we diagnose before we recommend anything, and we tell you the truth. We're not "yes men," (that's the last thing you need) and you pay for a Discovery only if you see the value.

Yes. We sign a Non-Disclosure Agreement before any detailed information changes hands, and we never share your information or name our clients.

We stay focused on what we do best, and we're upfront about what falls outside our scope:Tax preparation, bookkeeping clean-up, software implementation, or HR and legal advice. When you need these, we'll refer you to trusted professionals in our network.A business valuation. This is a separate engagement with a certified business valuation professional. What we do is help build value by putting in place the systems, methods, and controls that make your business more profitable, less dependent on you, and more attractive to buyers. Those are the factors that can raise the multiple your company commands.Capital raising or mergers and acquisitions advisory.These transactions require specialized financial and legal expertise from an investment banker, an M&A advisor, and an experienced attorney. Where we add value is before the deal, getting your business ready so you go to the table in the strongest possible position.A guarantee of specific business results.No honest advisor can promise a specific outcome, because real change depends on the owner and the team doing the work. We bring the experience, a clear plan, and steady accountability. Your commitment turns that plan into lasting results.