Visionary Results

Do you know if the company you just bought has the right strategy — and the team to execute it?

Most PE firms run financial diligence hard and stop there. We test the other two things that determine whether a deal's thesis holds: whether the business has a real, defensible competitive position, and whether the team can execute it.

The problem

Financial models get stress-tested. Management teams rarely do.

By the time a leadership gap shows up, you're twelve months into the hold and behind on the plan.

Standard 100-day plans cover systems and process. They rarely answer the two questions that actually determine whether a deal's thesis holds: can the people execute it, and does the company hold a real, defensible position in its market.

Three ways we work with a portfolio company

Competitive Advantage Blueprint

A half-day facilitated session producing a documented competitive position, profit model, positioning statement, capabilities matrix, and gap register.

FirmFoundation Assessment with Predictive Index

A live seven-category operating assessment with Predictive Index reports, a Team Type read, and management strategy guides.

Competitive Advantage Summit

A two-day fully facilitated strategic plan combining both reads with external pressures, industry benchmarks, and a year of live tooling access.

Who delivers this

Two disciplines, one engagement.

The FirmFoundation Assessment and the Summit are co-facilitated with Debbie Radish-Respess of Invisible Horizons, a certified Predictive Index partner. Craig leads the competitive positioning method; Debbie leads the Predictive Index and organizational behavioral work. Both are in the room together for every engagement that includes PI — the strategy read and the people read happen at the same table, not handed off between two separate vendors.

Four questions, always in this order.

1. What does the market support?
2. How do we make money?
3. What is our value proposition?
4. What must we be capable of?

Established frameworks and comparable data

Every deliverable is grounded in the Baldrige Excellence Framework, Predictive Index, and Bizminer industry benchmarks.

Built for owner-operated companies in the lower middle market.

Designed for privately held U.S. companies with 10–100 employees and $1M–$100M in annual revenue, from pre-close through exit.

Book a Discovery Call — A 15-minute call to walk through fit, including a look at a full sample deliverable, from a single company's diligence read to a repeatable process across your whole portfolio.