Featured story · Central Texas

Most businesses don't have a revenue problem.
They have a visibility problem.

A healthcare services owner in Central Texas was doing $4.2M in annual revenue. She was working 60-hour weeks in a city where labor costs and real estate had squeezed her margins year after year. The business was profitable — on paper. But every month felt like a scramble, and she couldn't figure out why growth had stalled while she was clearly working harder than anyone on her team.

When we mapped her financials, the answer was hiding in plain sight. Three service lines were generating 90% of revenue but consuming only 40% of operational cost. Two others were consuming 60% of cost while contributing 10% of margin. She wasn't underpaying herself — she was unknowingly subsidizing the wrong business.

Within 90 days, we restructured her service mix, automated her scheduling and billing workflows, and rebuilt her reporting so she could see margin by service line in real time. Revenue held steady. EBITDA improved by 22%. And she got her Friday afternoons back — something she hadn't had in three years.

Representative composite of work across multiple SMB engagements. Details anonymized.

The symptom
"We're busy but not growing."
The diagnosis
Margin leakage hidden inside an unexamined service mix
The intervention
Financial restructuring + AI-powered operations + real-time reporting
The outcome
+22% EBITDA
in 90 days, no new revenue required

Representative engagements across strategy, operations, and financial management. All businesses below are in the same markets you operate in — Austin's labor market, Central Texas real estate costs, and the regional competitive landscape. Details shared under NDA where applicable.

Operations · Healthcare · Austin, TX
Podiatry Clinic Inventory & Purchasing Overhaul
A newly acquired Austin podiatry practice had no visibility into purchasing patterns or inventory levels — a costly blind spot in a city where supply chain disruptions and vendor pricing have been volatile. Spend was uncontrolled, stockouts were routine, and the new owner was flying blind. We mapped the full supply chain, designed a purchasing workflow built for Austin's market conditions, and delivered a 12-week implementation roadmap the owner could run without a full-time ops team.
Outcome: Full spend visibility & inventory control from day one of ownership
Strategy · Medtech · Global
$1B+ Investment Portfolio Assessment
Led global investment assessment and M&A pipeline management for a high-growth medtech division. Cross-functional leadership teams across three continents needed alignment on strategic priorities and capital allocation. Built the analytical framework and facilitated the decisions that shaped a multi-year innovation agenda.
Outcome: Accelerated innovation pipeline & inorganic growth strategy
Analytics · Operations · Enterprise
In-house BI Capability Build
A global organization was paying $1M+ annually to external analytics vendors for reports their own team could produce with the right infrastructure. We designed and built an internal business intelligence function from scratch — tools, team, governance, and training — eliminating the dependency entirely.
Outcome: $1M in annual vendor spend eliminated
Transformation · Energy · Central Texas
Enterprise Transformation Advisory
Advised energy sector clients through strategic transformation and change management over a multi-year engagement rooted in Central Texas. Integrated analytics frameworks to support decision-making at the enterprise level — replacing gut-driven planning with structured, data-backed strategy review cycles.
Outcome: $600K in expanded client engagement revenue
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