The engagement model
Consultative Coaching for Remodeling Firm Owners
A high-touch, bespoke advisory relationship that blends rigorous management consulting with 1-on-1 executive coaching — designed for owner-operators who are ready to build a business that runs without them.
How we work
The Model: Consultative Coaching
In executive leadership and organizational advisory, the line often blurs between consulting and coaching. We operate across both — deliberately.
Phase 1
Consulting
Assessing your data, establishing operational baselines, and identifying the structural bottlenecks that are suppressing margin and creating owner dependency. We business model, your WIP schedule, map your org structure, and pressure-test your pricing model against true gross margin — not markup.
Phase 2
Coaching
Working 1-on-1 with you — the leader — to build the discipline, communication strategy, and organizational buy-in required to actually implement those changes. Structural insight without behavioral change is just a report. We stay in the room until the work is done.
The engagement
What's included in the engagement
01
Bi-Weekly 1-on-1 Advisory Sessions
75-minute strategic advisory sessions with the owner, every two weeks. No junior associates. No templates. Direct, peer-level engagement on the highest-leverage issues in your business — margin defense, production bottlenecks, key hires, pricing discipline, and organizational design.
You are advised by an active, battle-tested CEO peer — not a career coach using an off-the-shelf workbook.
02
Direct Async Access
Phone and email access between sessions for high-stakes operational decisions — a key hire offer, a major project dispute, a margin check on a large estimate, or a subcontractor escalation that can't wait two weeks.
Real-time advisory when the moment demands it.
03
KPI & WIP Scorecard Tracking
Monthly job-cost auditing, WIP schedule review, and KPI tracking against your gross margin targets (38%–45%+) and net profit goals (10%–14%). We build the scorecard, track the numbers, and hold the line on the metrics that actually move the ledger.
Advice measured strictly by bottom-line realization.
04
Organizational Design & Incentive Modeling
Org structure redesign to reduce owner dependency, incentive and compensation modeling (including phantom equity and retention plans), and succession planning for the roles that currently run through you.
Engineering the handoffs that give you your life back.
05
Pricing Framework & True Cost Analysis
A full diagnostic of your current pricing model — identifying where markup-based pricing is masking true gross margin slippage, unaccounted trade creep, warranty drag, and production inefficiencies. We rebuild your pricing framework on a defensible cost basis.
Most remodeling firms are pricing on markup. We price on margin.
06
On-Site Quarterly Retreats
Quarterly on-site strategic retreats for deep-dive operational reviews, team alignment sessions, and in-person leadership work. Available as an add-on to the core advisory engagement.
National service area — we come to you.
Selective by design
Who this is for
This engagement is not for everyone. It is designed for a specific kind of owner.
Owner-operators of independent residential remodeling and design-build firms generating $2.5M to $20M+ in annual revenue
Growth-oriented or scale-fatigued owners who realize that doing more volume without fixing operational handoffs and margin discipline only creates more stress
Founders who are the sole load-bearing pillar across sales, estimating, production management, and crisis control — and know it needs to change
Leaders who want to be advised by a peer who has actually run a multi-branch residential design-build operation — not a generalist business coach
Pricing
The investment
6-month initial commitment
Capacity is intentionally limited. Engagements are accepted on a selective basis to ensure the quality of the advisory relationship.
Serving clients nationally via virtual executive cadences and on-site quarterly retreats.