Client Type: Local Brick & Mortar Service Business (Identity protected)
Engagement Length: Long-Term (9+ years)
CEO Shift Positioning: Full-spectrum operational leadership (Phases 1-3 & support)

Case Study #1

from scrappy service business to Exit-ready operation

When I started with this business, it looked like most service companies at the beginning stages: small team, solid demand, decent revenue - and everything living in the owner's head with zero structure. 



At roughly $700k in annual revenue, the company was running on QuickBooks, instinct and a lot of late nights and guess work. The owner was the operator, the manager, and the decision-maker for everything. Growth was happening, but it wasn't controlled and it definitely wasn't scalable. 
Structure was desperately needed.

The context 

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The problem

As the business grew, the cracks widened. 
  • Financials were reactive instead of strategic
  • No standardized workflows for service delivery
  • No real visibility into performance or margins
  • The owner was the bottleneck for decisions, approvals and troubleshooting

The company could make money but it wasn't buildable. And it certainly wasn't sellable.

The intervention

This wasn't "bookkeeping help" as it was originally presented. This turned into operational architecture over time. The work included:

  • Rebuilding the financial foundation so numbers could actually inform decisions
  • Implementing ServiceTitan to centralize service operations, scheduling, marketing, communication and performance data
  • Designing systems and workflows that didn't depend on the owner's memory or availability
  • Supporting team structure and delegation so responsibility lived with roles, not people. 

Every system choice was intentional and industry specific. Every process was designed to improve efficiency while reducing founder dependency.

The outcome

Over time, this business transformed from a technician-heavy operation into a real asset.

  • Revenue scaled from $700k to multiple millions annually.
  • The owner stepped out of daily operations
  • Operations ran through systems, not personalities
  • Financials supported forecasting, hiring and expansion.
  • The company became exit-ready, not hypothetically, but practically.

Eventually the business sold for close to 8 figures. That doesn't happen because someone hustled harder. It happens because the business was build correctly.

The CEO Shift

This engagement is the clearest example of what happens when a founder stops being the glue and becomes the CEO.

The shift wasn't just financial or operational, it was structural:

  • From reaction to foresight
  • From hustle to infrastructure
  • From "owner-dependent" to transferable and sellale.

That's the CEO Shift. And that's what Phase 1-3 work is designed to create.

Client Type: Online Service Business
Engagement Length: Short -Term (3 Months)
CEO Shift Positioning: Phase 1 + 2 Done With You

Case Study #2

aja miyamoto
founder sakura web designs + opanova digital

Aja was running a complex digital business in an industry that's often misunderstood, even by those inside it. On the surface things were moving. Internally, the business felt heavy, unclear and stuck.

Aja was struggling with a clarity and control issue.

The context 

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The problem

Aja was experiencing:
  • Operational overwhelm that was debilitating
  • Stagnation despite continuous efforts
  • Uncertainty about what actually needed to change.

Without a clear foundation, every decision required extra energy and confidence was being eroded by the lack of structure. 

The intervention

Phase 1 & 2 work focused on restoring clarity and control

  • We identified what was actually holding the business back
  • Reframed priorities around strategy instead of noise
  • Created operational clarity that matched the complexity of the business
  • Positioned Aja as the decision-maker again, not the problem-solver of last resort.

This was about thinking like a CEO again, not just working harder.

The outcome

The overwhelm lifted and confidence returned.

  • The business regained forward momentum
  • Decision-making became grounded and intentional
  • Aja felt ownership and pride in the business again
  • Strategy replaced second guessing

The business didn't just feel clearer. It felt possible again.

The CEO Shift

Before scale comes clarity.

Aja's shift wasn't about adding more to her plate. It was about understanding what mattered and leading from that place with confidence. 

That's the foundation every sustainable business needs.

You didn’t build your business to be its


It’s time to break free from the daily grind and step into                                         

workhorse.

unstoppable growth.

request the ceo shift proposal

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