Practical tools for getting the business off your back.
A growing library of scorecards, checklists, and templates pulled from our client engagements. Built for owners who want to start documenting and automating their own operation before they engage the firm.
The Owner-Dependency Scorecard
A 40-point self-assessment that grades how much of the business still runs through you — and which functions to systemize first.
Request downloadSOP Starter Checklist
The 20% of processes that produce 80% of results in a construction business, with a documentation order and template structure.
Request downloadManual Work & Automation Audit
A structured audit for finding the repetitive work in estimating, scheduling, follow-up, and reporting that should not require a person.
Request downloadAccountability Chart & Decision Rights
An editable template for defining who owns what, who decides what, and what actually needs to escalate.
Request downloadWeekly Operating Rhythm Agenda
The exact weekly leadership meeting agenda we install in client engagements, with timing, metrics, and ownership.
Request downloadSellability Readiness Guide
What acquirers, lenders, and franchisees actually evaluate — and the documentation to have ready before the conversation.
Request downloadBuild a company that runs without you.
We walk your operation, show you exactly where the business depends on you, and put the first documented, automated systems live in 30 days.