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Process

Business Management Consulting
Done the Right Way

1.

Free 60-Minute Strategy Call
 

A no-obligation working session for owners. We clarify your goals, surface the biggest constraints (cash, capacity, or demand), and align on 2–3 high-leverage moves you can act on immediately. You’ll leave with a short summary (priorities, draft KPIs, suggested next steps) and a clear sense of fit—no pitch deck, no jargon, no pressure.

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2.

Small Business Analysis

 

We replace guesswork with evidence. S&L maps how value actually flows through your company—structure, systems, leadership cadence, revenue engine, and financial controls—then baselines the right metrics (margin, cash velocity, utilization, win rate, etc.). You get a concise findings brief and a 90-day, right-sized roadmap that shows what to change, in what order, with expected impact.​

3.

Implementation &  Execution

 

Plans become results. We turn the roadmap into owned tasks with timelines, run a simple weekly cadence, pilot the highest-return fixes, and scale what works. Dashboards make progress visible; KPIs verify lift in margin, capacity, and cash. Engagements are scoped and transparent (often fixed-fee), with our financial assurance available—so you see tangible value while building a business that runs without heroics.

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Measure → Build → Capture

Ideal Client Profile

Shapcott & Lauber is the best fit for:

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  • Owner-led, built-environment & allied trades (construction, manufacturing, logistics, industrial services) with 20–250 employees

  • Firms that want to Build → Scale → Harvest value: tighten structure/systems, protect margin, and create owner optionality (step back, succession, or exit)

  • Businesses seeking strategy + hands-on implementation (not just advice) with fixed scope, transparent pricing, and measurable KPIs

  • Leaders open to clarity, accountability, and coaching—ready to replace heroics with a repeatable operating rhythm

  • Companies experiencing profit leakage (job costing, change-order discipline, cash conversion) or capacity/demand imbalance and want a 90-day plan to stabilize

 

Strengths and Considerations

 

Strengths

  • Domain depth in construction & allied sectors: project margins, change orders, field/labor realities

  • Implementation-first delivery: we run the cadence, build tools, and land quick wins (30–60 days)

  • Measured ROI & financial assurance: KPI-tied work with a clear guarantee

  • Hybrid model: local Triad presence + efficient remote support; on-site when it matters

  • Owner-ready systems: reduce key-person risk; succession/exit preparation woven into the work

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Considerations

  • Sector fit & pilot path: If you’re outside the built-environment, we’ll confirm transferability during the strategy call and (if needed) start with a small pilot.

  • Data readiness & visibility: We’ll need access to financials (job cost, WIP/AR/AP), pipeline/CRM, and key ops metrics; we can help stand this up if gaps exist.

  • Leadership bandwidth & ownership: An internal lead and periodic owner time are required to keep cadence, decisions, and adoption on track.

  • Scope, cadence & KPIs: We align upfront on deliverables, meeting rhythm, and success metrics—S&L delivers outcomes and tailors methods during engagement.

If you have any questions or need more

information on our services or how we work, let's schedule a discussion, we are here to help.

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