Enterprise & Acquisitions

Standards that scale with every acquisition.

For multi-brand platforms, we define a model tenant standard, migrate acquired companies onto it, and give leadership consistent reporting across brands. For deal teams, we use a target’s ServiceTitan data to test revenue quality, membership health, and operational red flags before the LOI.

Sounds familiar?

• Every acquired brand runs its own way, so cross-brand reports are apples to oranges.
• Onboarding an acquisition takes months and pulls your best people off their jobs.
• The deal model says one thing; the target’s operating data says another.
• Vendors and integrations multiply with every brand, and nobody governs them.

What we do

• Model standards: one operating and system standard — structure, pricebook architecture, KPIs, reporting — each brand runs on — while every brand keeps its own name, culture, and customer relationships.
• Acquisition onboarding: a repeatable playbook to move an acquired company onto the standard, with coaching for its leaders.
• Pre-LOI diligence: we use a target’s operating and system data to test revenue quality, membership health, pricing discipline, and tech productivity before you sign.
• Governance: vendor, integration, and data policies that scale with the portfolio.

What you get

• Standards documentation
• Onboarding playbook and timeline
• Diligence findings memo per target
• Cross-brand scorecard

FAQ

Do you work for investors or operating companies?

Both — private equity firms, investment and holding groups for diligence and post-close leadership coaching; platform leadership for standards and onboarding.