We study how work moves across teams, tools, and locations so you can understand execution risk, integration complexity, and the steps that will create the most operational lift. This gives you confidence before a purchase and structure immediately after it.
What We Review
Workflows & People
Workflows and handoffs
Team Load & Capacity
Role Clarity
Tools & Daily Execution
Tools & system usage
Manual work
Cross-entity differences
Visibility & Opportunity
Data & reporting
Friction points
Automation opportunities
What You Receive
Clear deliverables that give you the insight and structure needed to move forward with confidence.
Workflow Maps
Clear, visual documentation of how work actually moves across people, tools, and steps.
Friction and Bottleneck Analysis
A breakdown of where tasks slow down, stack up, or fall through the gaps.
Tools and Systems Review
Insight into which tools are effective, which are redundant, and where adoption breaks down.
Quick-Win Automation Opportunities
Practical improvements operators can feel immediately, based on what slows them down today.
Cross-Entity Comparison
Visibility into how different teams or locations run the same work, and where misalignment creates inefficiency.
90-Day Action Plan
A clear, prioritized roadmap showing what to fix first and how to create early momentum.
Who This Audit Is For
Designed for operators and teams managing real workflows, multiple tools, or more than one entity.
Ownership & Acquisition
Private Equity Firms
Support for pre-purchase diligence, early ownership, and post-acquisition alignment.
Holding Companies
Clarity across entities that run work differently today.
Search Funds
A simple way to understand operational readiness before or after an acquisition.
Multi-Entity Portfolio Operators
Visibility into how each company handles similar workflows.
Support for pre-purchase diligence, early ownership, and post-acquisition alignment.
Operational Teams
Multi-Location Groups
Support for teams that need consistent client, admin, or operational processes.
Service Operators
Clarity across field operations, dispatch, and back-office workflows.
Agency and Creative Networks
Alignment across accounts, project delivery, and client operations.
Operators Facing Manual Load
Support for teams overwhelmed by repetitive work or unclear handoffs.
