The businesseswe work with.
We work across sectors. Almost all of our clients are owner-managed companies, and the same problems come up wherever they trade: pricing, cash, suppliers, hiring, and how to open in a new country. The sectors below are the ones we see most often.
- Clients
- Owner-managed
- Regions
- US · LatAm
- Languages
- EN · ES
- Base
- Delaware, US
- 01
Financial Services & Fintech
Brokers, agencies and small finance firms. We work on pricing, what it costs to serve each client, and the systems the back office runs on.
- Pricing
- Cost to serve
- Back-office systems
- 02
Manufacturing & Industrial
Production, purchasing and stock. What each product really costs to make, what you pay your suppliers, and where the floor sits waiting on something.
- Product costing
- Purchasing
- Production flow
- 03
Technology & Software
Small software and service companies. Pricing and packaging, the cost of delivering the work, and the reporting a founder needs before hiring or raising money.
- Pricing and packaging
- Cost of delivery
- Founder reporting
- 04
Energy & Natural Resources
Projects that run for years on long lead times. Budgets, managing contractors, and knowing early when a project is drifting.
- Project budgets
- Contractors
- Progress reporting
- 05
Consumer & Retail
Margin by product and by channel, stock that ties up cash, and what it actually costs you to win a customer.
- Margin by channel
- Stock
- Cost per customer
- 06
Logistics & Trade
Freight, warehousing and distribution. Working out what a delivery run or a job actually costs, reviewing supplier rates, and the paperwork that holds a shipment up.
- Job costing
- Supplier rates
- Paperwork
- 07
Professional Services
Firms that sell their people's time. How much of that time is billed, what each engagement earns, and pricing that does not change with whoever writes the proposal.
- Billable time
- Engagement margin
- Pricing
- 08
Real Estate & Construction
Developers and contractors. Cost per project, cash flow across a build, and reporting a lender or an investor will accept.
- Project cost
- Cash flow
- Investor reporting
Four questions we get in every sector.
The sectors are different. The questions owners ask us are much the same in every one of them, and it costs less to answer them early than late.
- 01
Where does the money actually go?
Most owners know their revenue and their bank balance and very little in between. We work out what each product, service or customer really costs and really earns. The answer usually changes what you sell, what you charge, and who you chase.
- 02
Why does everything take so long?
A job that should take two days takes two weeks and nobody can say where the time went. We follow the work from the order to the invoice, find the steps that add nothing, and take them out. Then we write down how it should run.
- 03
Should we open in another country?
Most often that means the United States, though it can just as easily be the UK, Spain or somewhere else in Europe. We look at what it costs to set up and to run, what has to be in place first, and what a realistic first year looks like. If the answer is to wait a year and do it properly, we will say so.
- 04
Is the team set up right?
Who does what, who decides what, and which jobs the owner is still doing because nobody else has been asked. We map it as it stands, say what should change, and help you get the next hire right.
If your sector is not on the list, ask us anyway.
Ask us