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Services

The work that
moves the needle.

Three services, one purpose: helping you understand your business more clearly and make the decisions that grow it. Everything is built around your actual data — not assumptions, not averages, not borrowed frameworks.

01

Business Analysis & Baseline

Most business owners have a general sense of how their business is doing. Revenue is up or down. The team feels stretched or comfortable. A few key numbers get checked weekly. But that's a partial picture — and partial pictures lead to partial decisions.

We start every engagement by building the complete view. We connect to your financial systems, operational data, and customer records and bring it all together in a unified performance dashboard that shows exactly what's happening across your business — not just the numbers you already watch, but the ones that explain them.

From there, we establish a baseline: where your business stands today, how it's trending, and where the biggest opportunities and gaps are. That baseline becomes the reference point for everything we do going forward — and most clients tell us this alone changes how they run the business.

What's Included

  • Financial data integration and organization
  • Operational and customer data connection
  • Custom performance dashboard build
  • KPI framework and goal-setting
  • Industry and peer benchmarking
  • Business health assessment
  • Gap and opportunity identification
  • Written baseline report and strategy walkthrough
02

Ongoing Review & Coaching

A baseline tells you where you started. What actually moves a business forward is consistent, structured review of how it's performing week over week and month over month — catching things early, adjusting when you're off track, and building the discipline that compounds over time.

We show up on a regular cadence — weekly for high-frequency data, monthly for the deeper review. Every cycle, we're looking at the same questions: where are you ahead of target, where are you behind, what changed this period, and what does the trend say about where you're headed? When something looks off, we flag it immediately — not at quarter-end when it's already a bigger problem.

And we don't just hand you data. We sit in it with you. We explain what we're seeing, why it matters, and help you make the call on what to do about it. That's the coaching part — turning analysis into decisions, and decisions into outcomes you can track.

What's Included

  • Weekly data review and anomaly alerts
  • Monthly performance report and check-in call
  • Goal and milestone tracking
  • Revenue and margin trend monitoring
  • Cash flow and working capital tracking
  • Customer metric review (retention, growth, mix)
  • Operational performance by function
  • Quarterly trend summary and forward outlook
03

Growth & Value Strategy

Tracking your business tells you where you are. Growth strategy is about deciding where you want to go — and building the clearest possible path to get there. This is where we take everything we know about your business and turn it into a forward-looking plan.

We identify your highest-leverage opportunities: the gaps between where you are and where your business could be, ranked by impact and feasibility. We build a roadmap — specific, sequenced, and tied to the metrics that tell you whether it's working. We provide the visuals, the analysis, and the supporting materials you need to make decisions confidently and bring your team along.

The deliverable isn't a presentation that gets filed away after the meeting. It's a working document — a plan with milestones, owners, and tracking built in. And we stay engaged as you execute it, adjusting as the data changes and helping you stay on course when things don't go exactly as planned.

What's Included

  • Gap and opportunity analysis
  • Revenue and margin growth roadmap
  • Prioritized initiative list with impact estimates
  • Customer and channel growth strategy
  • Operational improvement recommendations
  • Visual materials and supporting analysis
  • Milestone roadmap with tracking built in
  • Ongoing execution support and advisory
How We Engage

Built around
your situation.

Every engagement is scoped to what you actually need. We're not a subscription with a fixed package — we're an advisory relationship that starts where you are and builds from there.

Start Here

Baseline Engagement

Best for businesses that want to start with a clear picture of where they stand. We build the data foundation, establish your performance baseline, and deliver a complete view of your business with specific, prioritized findings.

Ongoing Partnership

Advisory Retainer

The full StrataSight experience. Regular weekly and monthly reviews, continuous monitoring, goal tracking, and active coaching on anything we surface. This is the model for businesses that want sustained, compounding improvement over time.

Focused Work

Project Engagement

A specific question, a specific deliverable. Growth opportunity analysis, business health assessment, margin improvement roadmap, or pre-transition review. Scoped clearly, delivered completely, ready to act on.

The Process

Simple to start.
Built to last.

01

Discovery

30 minutes to learn your business, your goals, and where you think the gaps are. No prep work. We'll tell you what we'd look at and whether there's a fit before you decide anything.

02

Data Access

We connect to the data sources that matter for your engagement — financial systems, operational tools, customer data — and get everything organized into a single, coherent view.

03

Analysis

We build your performance dashboard, run the full analysis, and identify what's significant. Everything is grounded in your actual data — specific to your business, your industry, and your situation.

04

Deliver & Coach

Clear findings, visual deliverables, and a live walkthrough. For ongoing engagements, we stay with you — reviewing, coaching, and adjusting as your business evolves.

Who We Work With

The right fit.
The right business.

StrataSight works with owners of privately-held, owner-operated businesses who want to understand their business more clearly — and make better decisions because of it. We work across industries: services, distribution, healthcare, technology, professional services, and more.

The common thread isn't the industry or the size. It's the mindset: owners who want to look honestly at what the data says, take ownership of what they find, and do something about it.

Owners who want to grow their business but aren't sure where to focus
Businesses with strong revenue but murky margins or profitability
Owners who feel like they're running on instinct and want more clarity
Companies that have never had a structured, data-driven view of performance
Owners considering a transition or sale in the next few years
Partners or co-owners who want an objective third-party perspective
Businesses that tried a one-time report and want something that actually sticks
Start Here

Not sure which
service fits you?

A 30-minute discovery call is all it takes to figure out where to start. We'll ask the right questions and tell you exactly what we'd do — before you commit to anything.

Book a Discovery Call
30 minutes · No commitment · Clear next steps