Services
These aren't a menu to pick from. They're one engagement, sequenced so each piece is in place before the next one needs it.
We find the actual constraint on the business — not the one that's easiest to talk about — and build the plan that clears it.
The entity, the paperwork, and the separation that make a business legible to banks, partners, and eventually heirs.
A credit profile in the company's name, built in the right order, so funding stops depending on your personal score.
Turning what the business produces into something that holds its value outside of the business.
The part most founders postpone: deciding now what the next generation actually receives, and making it survivable.
Nothing here is a retainer that runs forever. Each engagement ends with you holding the system.
I
A full read of where the business actually stands — entity, books, credit file, revenue concentration, and the gap between what you own and what you control.
II
We design the structure the business should have had from the start, sequenced so each piece is in place before the next one needs it.
III
Filings, accounts, agreements, credit lines, and systems — built alongside you rather than handed over as a list of recommendations.
IV
Documentation, training, and a maintenance calendar so the structure holds without us. You keep the playbook.
That's usually the answer to a short conversation, not a form. Start there and we'll find it together.