Operational Readiness Audit
Your Operations. Scored.
48 metrics. Four scored dimensions. Benchmarked against 200+ US engagements. No templated playbooks. Numbers first, plan second.
Engagement Scope Library
Operational Readiness Audit
The entry instrument. 48 metrics scored across four operational dimensions. Benchmarked and percentile-ranked against 200+ US engagements.
- 10 business day deployment
- Four scored MECE dimensions
- 90-day implementation roadmap
- 200+ engagement benchmark comparison
Cost Architecture Redesign
DMAIC-driven cost restructuring targeting 200–500 bps EBITDA margin improvement. Every reduction ties to a P&L line item. No theoretical savings.
- DMAIC Define-Measure-Analyze-Improve-Control
- 3–7x fee ROI on cost-side work
- 12–18 month realization window
- Swim lane cost attribution mapping
Growth Strategy & Unit Economics
North star metric definition, CAC/LTV stress testing, revenue model architecture. Growth plans built on unit economics, not TAM hand-waving.
- North star metric identification
- CAC/LTV ratio benchmarking
- Revenue driver mapping
- Scaling bottleneck analysis
Post-Merger Integration
Synergy identification through capture. Typical Year 1 realization: 70–85% of Day 1 target. Kotter's 8-Step applied to org integration.
- 100-day integration playbook
- EBITDA per synergy dollar tracking
- Kotter change management model
- Cultural alignment scoring
Governance & Compliance Readiness
Board structure, audit committee design, SOX Section 404 controls, 409A compliance. Built to Delaware General Corporation Law standards.
- SOX Section 404 control design
- DGCL governance frameworks
- 409A compensation compliance
- Audit committee architecture
Scaling Advisory & Org Design
Operating cadence, departmental swim lanes, KPI cascades. Map org structure from post-Series A to Series C without breaking backbone.
- Balanced Scorecard implementation
- Swim lane ownership mapping
- North star to departmental KPI cascade
- Runway and burn rate monitoring
Engagement Scope Library
Six workstreams. Fixed scope. Every deliverable traces to audit findings. No SOW drift.
- 0101
Operational Readiness Audit
The entry instrument. 48 metrics scored across four operational dimensions. Benchmarked and percentile-ranked against 200+ US engagements.
- 0202
Cost Architecture Redesign
DMAIC-driven cost restructuring targeting 200–500 bps EBITDA margin improvement. Every reduction ties to a P&L line item. No theoretical savings.
- 0303
Growth Strategy & Unit Economics
North star metric definition, CAC/LTV stress testing, revenue model architecture. Growth plans built on unit economics, not TAM hand-waving.
- 0404
Post-Merger Integration
Synergy identification through capture. Typical Year 1 realization: 70–85% of Day 1 target. Kotter's 8-Step applied to org integration.
- 0505
Governance & Compliance Readiness
Board structure, audit committee design, SOX Section 404 controls, 409A compliance. Built to Delaware General Corporation Law standards.
- 0606
Scaling Advisory & Org Design
Operating cadence, departmental swim lanes, KPI cascades. Map org structure from post-Series A to Series C without breaking backbone.
Engagement Scope Library
Six workstreams. Fixed scope. Every deliverable traces to audit findings. No SOW drift.
Operational Readiness Audit
- The entry instrument. 48 metrics scored across four operational dimensions.
- Benchmarked and percentile-ranked against 200+ US engagements.
Cost Architecture Redesign
- DMAIC-driven cost restructuring targeting 200–500 bps EBITDA margin improvement.
- Every reduction ties to a P&L line item.
- No theoretical savings.
Growth Strategy & Unit Economics
- North star metric definition, CAC/LTV stress testing, revenue model architecture.
- Growth plans built on unit economics, not TAM hand-waving.
Operational Questions
What happens after the 48-metric audit is scored?+
You receive a full operational profile with percentile rankings across all four dimensions. We identify the top three priorities based on audit data, then scope a 90-day sprint with milestones tied to baseline. No open-ended retainers. No scope creep without formal SOW amendment.
How is the benchmark database calibrated?+
200+ anonymized US engagements spanning $2M to $50M revenue, segmented by sector, revenue band, and growth stage. Every comparison uses like-stage data — we never benchmark a $5M bootstrapped manufacturer against a $40M Series C SaaS company.
Can you work with companies preparing for public filing?+
Yes. SOX Section 404 control design, SEC Regulation S-K and S-X disclosure readiness, and board governance built to Delaware General Corporation Law standards. For SPAC or de-SPAC paths, we run a distinct playbook.
How do you prevent scope creep?+
Fixed-scope SOW signed before work begins. New workstreams require a formal change order with own scope definition, timeline, and fee. SOW amendment discipline is non-negotiable — it separates profitable engagements from busy ones.
What is the typical engagement timeline?+
Audit instrument deploys in 10 business days. Implementation sprints run 90 days each. Full transformation spans 12–18 months. Post-merger integration tracks a 100-day sequence with monthly synergy capture reporting.
Do you staff junior analysts on engagements?+
No. Every engagement is partner-led by operators with domain expertise in the relevant dimension. No pyramiding. No first-year analyst billing. Engagement managers average 12+ years in operating roles.
Engagement Toolkit
- DGCL governance advisory
- 409A valuation review
- SOX Section 404 compliance
- FCPA risk assessment
- FTC talent strategy
- SEC disclosure readiness