Strategy & Execution
Business Performance Planning
A 90-day operating rhythm built around strategic prioritization, KPI accountability, and execution discipline. The operating system your business has been missing — finally installed.
Learn more →Business Advisory & Executive Coaching · Southeastern Massachusetts
The Operating Partner Your Business Has Been Missing.
Most businesses are run by capable people operating without the systems, structure, or support that would let them perform at their best. That’s the gap we close.
- Revenue Range We Serve
- $5M–$50M
- Years Operating Experience
- 25+
- Backgrounds That Translate
- PE · IPO · Navy
- South Shore · South Coast · Cape
- SE Mass
The Problem We Solve
You’re too big to wing it now.
The skills that built your business — hustle, instinct, relationships — are not the same skills that scale it. At some point, every owner-led business hits a ceiling that hard work alone can’t break through. That’s a systems problem. And systems are fixable.
“I’m always putting out fires. I never have time to actually work on the business.”
What We Do
Three ways we work with your business.
Executive Coaching
Owner & CEO Coaching
One-on-one, FocalPoint-based coaching for owners who are excellent at their trade but need a trusted thinking partner for the decisions that keep them up at night.
Learn more →Sales & Marketing
Revenue Growth Advisory
Sales process design, pipeline discipline, and GTM infrastructure. Build a repeatable revenue engine — one that performs whether or not you’re personally in the deal.
Learn more →Who We Serve
Built for the business that’s outgrown the original model.
Privately held, owner-operated, and founder-led businesses generating $5M–$50M in revenue across Southeastern Massachusetts. Established companies with real complexity — not startups, not lifestyle businesses.
If any of these sound familiar, we should talk.
Growing Headcount
15–150+ employees and the informal management style that worked at 10 people isn’t working at 40.
Inconsistent or Unpredictable Revenue
Growth is happening but you can’t explain exactly why — or how to make it happen faster and more reliably.
Multi-Location or Multi-Entity
Operational complexity has outpaced the infrastructure. Decisions that should be made locally still run through you.
Succession or Exit on the Horizon
You’re thinking about stepping back, transitioning to family, or eventually selling. The business isn’t ready yet — and you know it.
Owner Still in Every Decision
You have good people. But nothing moves without you. That’s not a team — that’s a staff. And it can’t scale.
About Jeff Lortz
He’s actually been in the seat.
Most business coaches have read about running companies. Jeff has actually done it — as a PE-backed SaaS CEO, COO, CCO, and Chief of Staff across companies including PTC, BMC, Pegasystems, Acoustic, and Everbridge, where he was part of the leadership team through a Nasdaq IPO.
Before that, he commanded nuclear-powered surface warships as a US Navy Surface Warfare Officer. He lives in Plymouth and works with Southeastern Massachusetts business owners as the operating partner they never had.
“I’ve sat in every C-suite seat. I know what keeps owners up at night — because it kept me up too.”
- Everbridge (Nasdaq: EVBG)
- Leadership · IPO
- ProcessMaker / Fastr Corp
- CEO · PE-Backed
- PTC · BMC · Pegasystems
- C-Suite Operator
- US Navy
- Surface Warfare · Nuclear Qualified
How It Works
No long proposals. No retainer before you’re ready.
01
Free Consultation
60 minutes. We talk about your business, where it is, and what’s genuinely in the way. No agenda beyond understanding your situation.
02
Business Diagnostic
A structured assessment of your operations, revenue model, leadership, and strategic priorities. We find the real leverage points.
03
Engagement Design
We propose a specific scope — not a packaged program. Designed around your business, your goals, and your calendar.
04
We Get to Work
First 90 days are execution-focused. Strategy is set. Accountabilities are clear. Progress is measurable from week one.
Ready to find out what’s actually in the way?
The first conversation is free. And it’s a real conversation — not a sales call. Bring your biggest challenge. We’ll tell you honestly whether we can help.
Schedule Your Free Consultation
No commitment. No pitch deck. Just a conversation with someone who’s been in the seat.