low on funding?

Discover How Our Operational Due Diligence Can Unlock Millions and Transform Your Business Into a Funding Magnet.

Over $87M Unlocked for Mid-Market Companies and counting.

Uncover operational ‘fat’ that quietly eats your profits.

Maximize EBITDA and boost business valuation.

Scale with efficient teams, tech, and processes.

Attract funding with high-performance operations.

100% Free, No Commitment

Most Clients See Results Within the First Quarter.

$37M+ Saved

In Operational Costs

$50M+ Avoided

In Compliance Costs

8-15% Increase

In Profit Margins

Operational inefficiencies bleed millions from your bottom line—can you afford to keep losing to issues like these?

You're losing money because of tasks that waste time and cut into profits.

Your revenue isn’t growing because clunky systems hold you back.

You're missing big opportunities by wasting resources on things that don’t matter.

Your costs keep going up as outdated ways of working drain your budget.

Your employees are frustrated and leaving because of slow, messy processes.

Your customers are unhappy because delays and bottlenecks hold up service.

Your business looks less attractive to investors because inefficiencies drag it down.

Your budget and planning are off because your numbers aren’t accurate.

You're stuck, unable to grow or change, because of old, inefficient systems.

Your risk of mistakes and penalties is growing as slow processes cause errors.

100% Free, No Commitment

Speak with our experts

Transform inefficiencies into millions—our operational Due Diligence is the best investment you’ll ever make.

Here’s what we'll do in your free "Unlock Millions" session:

Understand your business goals
Spot hidden inefficiencies
Create a tailored action plan
Share actionable insights

100% Free, No Commitment

"We're seeing a 25% boost in productivity."

"Their insight into our processes saved us millions in operational waste." — Managing Director, Healthcare Provider in Texas

What's included in the Operational Due Diligence.

We drive efficiency with Lean, Six Sigma, Kaizen, and more in your People, Process, and Technology.

1. Process Mapping and Analysis

We’ll map out your current processes to identify inefficiencies and bottlenecks, so you can clearly see where improvements are needed.

Streamline workflows
Reduce delays
Save time
Improve operational flow

2. Data Analysis and Benchmarking

We’ll collect and analyze your data to compare your performance with industry standards, helping you understand where you stand.

Make data-driven decisions
Stay ahead of the competition
Improve operational performance

3. Root Cause Analysis

We’ll dig deep into specific operational issues to find their root causes, not just surface problems.

Address real issues
Achieve lasting improvements
Boost efficiency

4. Performance Metrics Development

We’ll establish key performance indicators (KPIs) that match your business goals, so you can track your success.

Set measurable goals
Track progress
Drive results

5. Change Management Strategy

We’ll create a clear change management plan to help your team adapt to new processes smoothly and effectively.

Ensure smooth transitions
Minimize disruption
Foster continuous improvement

6. Continuous Improvement Framework

We’ll help you implement frameworks like Lean or Agile, so your team is always looking for ways to improve.

Foster a culture of improvement
Keep business adaptable
Enhance efficiency

7. Implementation and Monitoring Plan

We’ll provide a step-by-step plan to implement the improvements and track their progress to ensure they’re working.

Execute changes effectively
Monitor progress
Achieve sustainable results

100% Free, No Commitment

Who's This For?

Specialized solution for Manufacturing, Accounting, and Financial Services Businesses.

Mergers and Acquisitions

Make your business more valuable and attractive with streamlined operations to potential buyers.

Businesses Seeking Funding

Impress investors with a high-efficiency, high-profitability foundation.

Declining Performance Metrics

Boost your bottom line by identifying and fixing productivity leaks.

Upcoming Audits or Compliance Requirements

Achieve full compliance with optimized, audit-ready processes.

Implementing New Technology

Ensure smooth tech integration and maximize return on your investments.

Facing Competitive Pressures

Stay ahead of competitors with lean, cost-effective operations.

Stakeholder Expectations

Meet investor and board demands with measurable performance gains.

Addressing Employee Feedback

Improve work culture by eliminating inefficiencies that lead to burnout.

Scaling and Expansion Plans

Build a strong foundation for sustainable growth and new market entry.

Our results

Case Studies

Saved $2M annually for a $50M Steel Manufacturer

A New York-based steel manufacturer struggled with frequent downtime and production inefficiencies, leading to 20% lower output. We optimized their production processes and introduced automation, significantly reducing downtime by 35% and increasing production by 25%. These improvements saved the company $2 million annually.

Boosted productivity by 35% for a $120M Financial Services Firm

A leading financial services firm in Chicago faced challenges with inefficient workflows and misaligned teams, resulting in missed client deadlines. Our team re-engineered their internal processes, aligned department goals, and integrated a CRM system to enhance communication. The results were remarkable: a 35% boost in productivity and a 20% increase in client retention.

Improved cash flow by 20% for a $85M Accounting Firm

An accounting firm in Los Angeles faced cash flow challenges due to delayed billing processes and poor cross-department communication. We implemented automated billing solutions and improved inter-department collaboration, cutting invoice processing time by 75% and boosting cash flow by 20%.

100% Free, No Commitment

How we compare?

STILL NOT SURE?

Frequently Asked Questions

We understand that you might still be unsure.

What exactly does an Operational Due Diligence involve?

Our operational due diligence is a thorough review of your business’s processes, technology, and people. We look for inefficiencies, profit leaks, and areas for improvement. The goal is to identify ways to streamline operations, cut costs, and increase profitability.

How long does the Operational Due Diligence take?

The analysis timeline depends on the size and complexity of your business, but we typically complete it within 1-4 weeks. We’ll keep you updated every step of the way and ensure minimal disruption to your daily operations.

What kind of ROI can I expect from this service?

The ROI varies by business, but our clients commonly see significant improvements in profitability and efficiency, with many recovering costs within months. We focus on delivering measurable, high-impact results that enhance both your immediate and long-term bottom line.

How much does the Operational Due Diligence cost?

It all starts with a free "Unlock Millions" session, where we’ll take the time to understand your business, identify key inefficiencies, and suggest a custom plan tailored to your goals. If you decide to proceed, our in-depth Operational Due Diligence starts at $15,000, delivering measurable results and unlocking higher profits for your business.

Can’t we handle this internally without an outside consultant?

While in-house teams are valuable, an external analysis brings fresh eyes and industry expertise to uncover issues that may go unnoticed. We use proven methodologies and tools that dig deeper, finding hidden profit drains and operational gaps that even experienced teams might miss.

What if we decide not to move forward after the free review?

No problem! Our free review is risk-free, and there’s no obligation to proceed. We’ll provide initial insights, and you’re free to decide if our full analysis is the right fit for you. We only move forward when you’re fully confident in the value we offer.

Is the operational due diligence disruptive to daily business activities?

No, we work with minimal disruption. Our team collaborates closely with yours to ensure that regular operations continue smoothly while we conduct our analysis. We’re flexible and respectful of your time and workflows.

How do you ensure the confidentiality and security of our data?

We take data security very seriously. Our team follows strict protocols to safeguard your information, including secure data storage, limited access, and confidentiality agreements. We only use your data to perform the analysis and never share it with third parties. Protecting your privacy and security is our top priority.

100% Free, No Commitment

Meet the Professionals Who'll Help You Unlock Millions.

Antoinne Turner

President & CEO

With 25 years in financial services and real estate, Antoinne brings deep expertise as both a business owner and investor. He leads the firm with a steady hand, turning vision into reality through strategic transformation and forward-thinking leadership.

Nicole Lewis

Executive Vice President

Nicole is an accomplished finance professional with expertise in strategic finance, pricing analysis, and business operations. Known for her analytical acumen and strategic mindset, she has a proven track record of driving financial success and leading cross-functional teams to deliver impactful results.

Amanda Pressley

Director of Operations

With over 30 years of experience in accounting, Amanda is dedicated to operational excellence for both the firm and its clients. She has an intuitive ability to identify opportunities within an organization and weave them into a clear, cohesive vision for optimizing processes.

Vien Van

Certified Public Accountant

He provides strategic direction to a team of talented finance professionals and problem solvers covering accounting and controls, financial planning, tax, treasury and investor relations.