Our Operating Approach

We preserve what's working. We upgrade what isn't.

When we acquire a business, our first priority is continuity—retaining key employees, maintaining customer relationships, and understanding what's made the business successful.

Then we systematically strengthen the foundation:

Months 1-3: Listen and Learn

• Deep dive with leadership team and frontline employees

• Identify what's working well and should be preserved

• Understand pain points and bottlenecks from those doing the work

• Align on 10-year vision, 3-year targets, and 1-year priorities

Months 4-12: Strengthen Systems

• Implement EOS (Entrepreneurial Operating System) for clearer accountability and communication

• Upgrade financial reporting and operational dashboards for better decision-making

• Address critical gaps in talent, technology, or processes

• Invest in growth initiatives that leverage existing strengths

Year 2+: Strategic Growth

• Launch new products or services that fit the company's DNA

• Expand into adjacent markets where we have natural advantages

• Build repeatable sales and marketing processes

• Develop next-generation leadership from within

We make changes deliberately, with input from the team—not by decree from above.

For employees reading this: We know transitions create uncertainty. Here's our track record: in our last company, we maintained 95%+ employee retention with best-in-class turnover (7.6% annually) while growing revenue from $32M to $68M. We keep good people, give them better tools, and create shared upside through equity participation. If you're delivering value, your job is safe—and there's opportunity to grow.