The Catalog
Our Line of Services
Eight trades, one firm. Pick what you need, or let us recommend where to start.
Walker Evans, general store interior, Alabama, 1936. Library of Congress (public domain).
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No. 01
Strategy & Planning
Quarterly or yearly
A written plan you can pin to the shop wall and actually follow.
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No. 02
Operations & Efficiency
On-site, 2 to 6 weeks
We find where time and money leak out, and we plug the holes.
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No. 03
Succession & Transition
By the engagement
Handing the business to the next generation, family or otherwise.
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No. 04
Financial Review
Fixed fee
A clear look at the numbers before you borrow, buy, or build.
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No. 05
Growth & Expansion
Retainer
New markets, second locations, and how to pay for them.
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No. 06
Due Diligence
Advisory
Look under the hood before you sign.
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No. 07
Tax & Legal Coordination
With your licensed advisors
Your CPA and attorney give the advice. We make sure the business side is ready for it.
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No. 08
Web Development & Branding
Project or monthly
A name, a look, and a website that bring in the calls.
Strategy & Planning
Most owners carry the plan in their head. We put it on paper: where the business is going, what it will take to get there, and what you will stop doing to make room. A plan you can hand to your team, your banker, and your partners.
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Operations & Efficiency
Henry Ford did not invent the automobile. He invented a better way to build it. We walk your floor, follow the work from order to invoice, and fix the steps that cost you hours, margin, and good people.
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Succession & Transition
Every owner leaves the business one day. The only question is whether it happens on your terms. We plan the handoff years ahead, so the people, the customers, and the value you built all make it across.
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Financial Review
Your books tell a story. We read it with you, in plain English. Before a loan, an expansion, or a big hire, you will know exactly where the money comes from, where it goes, and how much room you really have.
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Growth & Expansion
Lady Liberty crossed the Atlantic in 350 pieces packed in 214 crates, and she went up only after a pedestal was built strong enough to carry her. We help you grow the same way: new markets, new locations, and new lines of business, with the foundation funded and staffed before you leap.
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Due Diligence
Every big commitment looks good on paper. Before you buy a company, sign a long lease, take on a partner, or make a major purchase, we dig into the numbers, the contracts, and the people behind the deal, so you know exactly what you are getting and what it will take to make it work.
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Tax & Legal Coordination
Tax and legal advice belongs with licensed professionals, and we do not provide it ourselves. What we do is the business groundwork around it: we organize your records, lay out the business questions, and keep your own CPA and attorney working from the same plan. If you do not have one yet, we can introduce you to independent, licensed firms.
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Web Development & Branding
Every era has its switchboard. Today it is your website, your Google listing, and your brand. We build sites and identities that look the part, load fast, and turn visitors into phone calls and booked appointments.
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Or telephone: 972-422-9107
Office: 420 Decker Dr, Suite 100, Irving, TX 75062
Hours: Mon to Fri, 8 to 5 STOP