Start from what’s real.

Senior strategy, sized to your company

A company with 40 employees faces the same hard calls as one with 40,000: what to charge, whether to buy a competitor, how to pay the people who run the work, when to open a second location and who eventually takes over. The difference is that a large company has a strategy department, and you have yourself. National firms are not built for businesses your size, and much of what gets sold to the middle market is coaching with a strategy label on it.

We built this firm to close that gap. You get rigorous analysis on your own numbers, a senior advisor who does the work personally, and a written plan with someone accountable for it. Most of our clients have stayed with us for years, which says more than any pitch could.

Three practices, one method

Our fractional CFO practice gives you senior financial leadership every month without a full-time salary. That means clear cash and margin numbers, sound pricing and job costing, pay plans that reward the right results, and a banker who returns your calls.

Pricing and customer strategy starts with how your customers actually decide. We use what we learn to set prices, design offers and build the retention and referral habits that keep good customers coming back.

Strategic advisory covers the rare, high-stakes moves, such as buying or selling a company, taking on a partner or opening a new location. We build the case, test it hard and help you carry it out.

If you have one question to settle in a few weeks, start with a Decision Sprint.

The Baseline Method

Every engagement follows the same four steps. We begin with the baseline, which is what is actually true in your books and among your customers. Next we measure the gap between the plan and what is really happening. Then we make the decision, with the full analysis written down. Finally we commit, putting the routines and follow-up in place that keep the decision alive after the meeting ends.

The same method shapes our weekly newsletter and the courses Nunzio teaches. How the method works

Built for the businesses that keep a region running

Our clients run landscaping and tree care companies, trade contractors, law firms, real estate teams, creator management agencies, managed IT providers, specialty service businesses and nonprofits. Most are privately held, many have several locations or crews, and nearly all have a management team that still leans on the owner. If the loan has your name on it, we already know a lot about your week. See the industries we serve

Seventeen years of work you can check

We placed an independent soap maker on Whole Foods shelves and built a Balanced Scorecard for Health New England's pharmacy benefit account team. We have done strategy work for LEGO, set pricing and job costing for tree care crews, designed commission plans for crew leaders, structured a seller-financed acquisition and run site selection for an EV charging and car wash development. Each project started with a decision and ended with a plan someone owned. Read the casework

"Nunzio's gifts lie at the intersection of intuition, accountability, expertise and generosity. I wouldn't want to run any of my businesses without what he brings to the table."

Terra, Owner, Cultivate & Nest and Beloved Earth Cleaning

"Much of our networking, outreach and marketing work based upon Nunzio's specific and practical advice have resulted in a significant increase in referrals and fees for the Estate Planning segment of our practice."

Mark A. NeJame, NeJame & Kling Law Offices

What the numbers say

We are building the Owner-Operator Benchmarks from the actual books of the companies we work with. The first edition comes out in early 2027. About the research

What happens after you reach out

It starts with a 45-minute call about where the business stands and what you are trying to decide. If we agree to work together, the first 90 days produce clean numbers, the true margin on each line of business, a clear view of cash and a short list of the decisions that matter this year. From there, most clients keep us on a monthly retainer, while others hire us for a defined project or begin with a Decision Sprint. Either way, you will know the scope and the fee before any work starts. How an engagement works

Bring us the question you keep coming back to

Most engagements begin with one question an owner has been turning over for months. Bring that one, and on the first call we will tell you how we would approach it. Start a conversation