discovery 90

Engagement Model

Fractional COO & CIO Services
​Strategy, Operations, and Technology for Growing & Scaling

Our process begins with Discovery 90 a deep-dive assessment that uncovers opportunities, gaps, and priorities for growth.

Every transformation begins with an idea—a vision to build, evolve, or redefine what’s possible. Whether it’s scaling a business, reshaping operations, or bringing a new concept to market, how you articulate that vision determines its impact.

Our role is to help you translate ambition into strategy—aligning purpose, performance, and positioning so your story stands out with clarity and confidence. In a world full of noise, authenticity and precision are what set successful organizations apart. We make sure your voice—and your strategy—work in harmony to move the business forward.

Engagement Details

Financial Planning, Analysis & Technology Advisory

Our firm provides comprehensive financial and technology advisory services designed to strengthen decision-making, optimize operations, and enhance stakeholder confidence. We work closely with ownership, executives, and department leaders to ensure financial clarity, operational discipline, and alignment with long-term goals.

Our Offering Includes:

  • Annual Budgeting & Forecasting: Leading the full budgeting and reforecasting cycle across all properties and departments to ensure accuracy, accountability, and alignment with strategy.

  • Financial Modeling & Scenario Planning: Developing and maintaining dynamic financial models that support strategic initiatives, scenario analysis, and capital planning.

  • Performance Analysis: Reviewing financial and operational results to identify trends, risks, and opportunities that impact growth and profitability.

  • Reporting & KPIs: Preparing executive-level reports, dashboards, and key performance indicators that provide actionable insights for leadership.

  • Cross-Department Alignment: Partnering with department heads to align financial goals with operational strategies and drive execution.

  • Process & Systems Optimization: Enhancing financial systems, tools, and workflows to improve efficiency, accuracy, and transparency.

  • Transaction & Capital Support: Supporting acquisition, disposition, refinancing, and investor relations activities with rigorous financial analysis and documentation.

  • Governance & Compliance: Ensuring adherence to internal controls, financial policies, and reporting standards.

  • Technology Audit with ROI Focus: Evaluating existing technology platforms, tools, and workflows to assess efficiency, cost-effectiveness, and return on investment—ensuring that every technology dollar spent drives measurable value.