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Engagement framework · Ninety days

90 Day Sprint.

From unstructured financial operations to structured financial governance. Most advisory engagements are measured in recommendations; this one is measured in what is operational — so you know what is true about your business at day 30, day 60 and day 90.

Discovery Activation Optimization
The three phases

Three phases, three end states.

Long enough to change the operating reality, short enough that nobody can hide. Each phase closes on verifiable deliverables — a dashboard that exists, a board pack that has been used, a model the bank has seen.

Day 1Day 30Day 60Day 90
1
Phase 01

Discovery

Days 1–30 Foundation & quick wins
  • Financial assessment completed
  • Cash flow dashboard implemented
  • Critical compliance issues identified
  • Quick cost savings identified and executed
  • Financial reporting framework established
  • Team integrated with operations
2
Phase 02

Activation

Days 31–60 Strategic build
  • 3-year financial model completed
  • KPI tracking system operational
  • Board reporting package created
  • Compliance roadmap in progress
  • Process improvements implemented
  • Team training underway
3
Phase 03

Optimization

Days 61–90 KPI & dashboards
  • Financial governance and weekly OKR reporting fully operational
  • Strategic plan execution underway
  • Major milestones achieved or in progress
  • Systems scaled for growth
  • ROI clearly demonstrated
  • Long-term roadmap finalized
The crossing

From unstructured financial operations to structured financial governance. Four moves make the crossing.

01

Accurate burn rate monitoring

Know the real burn to the week, not the quarter — net of payment timing, committed spend and collection reality. Runway is the one number that ends conversations, so it is the first one we make trustworthy.

Discovery · Days 1–30
02

Process mapping & integration

Map how money, decisions and information actually move through the business, then connect the systems that carry them. You cannot measure a process nobody has drawn.

Discovery · Days 1–30
03

Defining KPIs & accountability

Name the handful of numbers that govern the business, and the person accountable for each. A metric without an owner is a report, not a control.

Activation · Days 31–60
04

Reporting on OKRs

Objectives and key results on a fixed cadence, in a format a board reads without translation. The rhythm is the discipline — the document is just evidence of it.

Activation · Days 31–60
A knight advanced on a chessboard, the rest of the field held back
ParabellumThe knight is the only piece that changes the shape of the board
Working format

Nobody leaves until there is something to test.

01

One problem, scoped

A working session is dedicated time against a single specific problem — named before the session starts, so the time is spent resolving it rather than defining it.

Scoped in advance
02

Multi-disciplinary by design

Finance, operations and technical capability in the same room at the same time. Decisions that normally take three meetings and two handoffs get made once.

One room
03

Tested, then iterated

The session ends when a solution is ready for testing — not when the hour is up. What comes back from the test drives the next iteration.

Outcome, not agenda
Next steps

Three steps before any engagement begins. Two of them cost you nothing.

01

Zoom meeting

A working conversation, not a pitch. Where the business is, what stage it is at, and which of the four moves is already overdue. You will know by the end whether we belong in your business.

No cost Thirty minutes
02

Complimentary CPA review of current structure

A licensed CPA reviews your existing entity structure, books and compliance posture — the things that quietly constrain every decision downstream. You get the findings whether or not we work together.

Complimentary Following the call
03

Recommendations

A written summary: what the review found, what we would change first, and the scope of a 90 Day Sprint if one is warranted. Specific enough to act on without us.

Yours to keep Then your decision
Get in touch

One conversation is enough to know whether we belong in your business.

Book a discovery call ↗ Chicago, Illinois · engagements worldwide