Services
Straightforward consulting services designed specifically for North Texas businesses. From capital strategy to AI-powered operations, we deliver measurable results.
Capital Strategy & Expansion
Bank-ready financials, investor materials, and credible capital plans for growth or succession.
What we deliver:
- Clean, bank-ready financial statements
- Capital raising materials & investor decks
- Business valuation & succession planning
- Debt refinancing & expansion strategy
Ideal for: Contractors, family businesses, and shops looking to expand, refinance, or plan succession.
Systems for Scaling
Dashboards, reporting, and operating workflows that create clarity and control.
What we deliver:
- Custom dashboards & KPI tracking
- Job costing & profitability reports
- Workflow automation & process documentation
- Inventory & resource management systems
Ideal for: Growing operations that need visibility into jobs, costs, and team performance.
Tax-Aware Strategy for Family Businesses & CRE
Strategic frameworks to help you and your advisors evaluate structures like QSBS, depreciation, and entity design for better after-tax outcomes.
What we deliver:
- QSBS qualification playbooks & awareness frameworks
- Cost segregation & depreciation strategy guidance
- Entity structuring blueprints for tax efficiency
- Coordination with your CPA/attorney for implementation
Ideal for: Family businesses, real estate owners, and founders looking to maximize after-tax value with their advisors.
AI in Internal Operations
Automation for invoicing, scheduling, and knowledge management that frees up your team.
What we deliver:
- Automated invoicing & payment tracking
- Smart scheduling & resource allocation
- Document management & AI search
- Internal knowledge bases & SOPs
Ideal for: Teams drowning in admin work and hunting for information.
Ready to get started?
Every engagement starts with a 30-minute discovery call to understand your goals, constraints, and key bottlenecks.