For Owner-Led Businesses
You are too close to your own business to see where money is leaking and where opportunity is sitting. Sage Advisory Co. gives you an unbiased, data-driven look at your operation, a clear path to act on what we find, and the support to make it stick.
Book Your Free Consultation30 minutes. No cost. No obligation.
You built a business on expertise, instinct, and hard work. But growth creates complexity. Margins get squeezed in places you do not have time to investigate. Systems that worked at one stage break down at the next. And every decision starts to feel like a guess.
The profit is not gone. It is hiding in your pricing, your operations, your product mix, and your processes. You just need an unbiased look to find it and a plan to capture it.
Whether you need a full diagnostic, a targeted fix, or ongoing guidance, each engagement is built around your specific situation and goals.
Pillar 1
A 28-day deep dive that identifies a 10x ROI in annualized gross profit opportunities hiding in your business. You get an unbiased look at where profit is leaking and where the biggest opportunities sit, so you can move forward with clarity and a targeted plan.
Fixed price and timeline. Budget with confidence.
See exactly where your profit is and what to do about it.
Learn morePillar 2
Already know what needs fixing? A focused engagement built around one specific gap. Pricing strategy, operational workflow, financial dashboard, channel optimization. Custom scoped to your need, your timeline, and your budget.
Fixed price and timeline. No billing surprises.
Fix the one thing that is holding you back.
Learn morePillar 3
Ongoing partnership for owners who want a trusted advisor in their corner. Strategic thinking, accountability, and decision support as you navigate growth, transitions, and the everyday challenges of running a business.
Flexible cadence. Tailored to your goals.
A sounding board and a system for consistent progress.
Learn morePhase 1 stands alone. You walk away with clarity and a plan, whether or not you continue to Phase 2.
28 days. We analyze your financials, operations, pricing, and processes as a connected system. The output is an unbiased picture of your business: where profit is leaking, where opportunity is sitting, and what to act on first. You can take this and implement on your own, or move to Phase 2.
If you choose to continue, we work alongside you through a three-step process: (1) stabilize and structure the business around the profit levers we found, (2) support your team in adopting those structures for long-term impact, and (3) prepare the business to scale and grow from a stronger foundation.
Owner-led businesses ready for their next stage of growth. Owners who value data over guesswork and execution over theory.
Craft breweries, CPG food and beverage brands, and on-site food service operators navigating margins, distribution, and scale
See how we help →Contractors, agencies, and service firms building repeatable profitability
See how we help →Manufacturers and retailers optimizing margins and expanding channels
See how we help →15+
Years of experience
Wilfrid Laurier University
School of Business and Economics
Local SMBs to the Fortune 100
Every stage of growth
Harvard Business School
Certified in Business Strategy
6 Sigma
Lean process expertise
I bring 15 years of experience across Fortune 100 companies and local businesses to help owners find the profit they cannot see and build the systems to capture it.
Educated at Wilfrid Laurier University's School of Business and Economics, certified in Business Strategy from Harvard Business School, and trained in the Entrepreneurial Operating System, Six Sigma, and Project Management.
Read my full storyBook a free 30-minute consultation. We will talk about your business and whether the Diagnostic is the right next step.
Book Your Free Consultation