Strategy & Execution

The operating system your business has been missing — finally installed.

A 90-day operating rhythm built around strategic prioritization, KPI accountability, and execution discipline for owner-led businesses.

Schedule a Free Consultation
Who It’s For
Owner-operated businesses, $5M–$50M revenue
Engagement Type
Advisory retainer
Typical Duration
90-day cycles, ongoing

Overview

Most owner-led businesses don't have a strategy problem. They have an execution problem.

The goals exist. The capable people exist. What's missing is the operating rhythm that connects daily work to strategic priorities — and holds everyone accountable to what actually matters.

Business Performance Planning installs that rhythm. In the first 90 days, we establish the planning cadence, define the KPIs that reflect your real business model, build the accountability structure your leadership team needs, and get you out of the middle of decisions that should be made without you.

This isn't consulting theater. There's no binder at the end. There's a new way of running your business — one that works whether or not you're in the room.

What's included

  • Strategic priority-setting workshop (90-day horizon)
  • KPI identification and dashboard design
  • Weekly leadership rhythm and meeting structure
  • Accountability framework and role clarity
  • Monthly operating review cadence
  • Quarterly reset and planning sessions
  • Direct advisory access to Jeff throughout

Most businesses I work with aren't failing — they're just running without the infrastructure that would let them perform at their actual ceiling. That's a fixable problem.

Jeff Lortz, Founder, Coastal Growth Advisors
90 Days
To a functioning operating rhythm
Weekly
Leadership accountability cadence
1 Page
Strategic priorities, always visible
Measurable
Progress from week one

Ready to talk about whether this is the right fit?

The first conversation is free — and it’s a real conversation, not a discovery call with a pitch at the end. Bring your situation. We’ll tell you honestly what we think.

Schedule a Free Consultation

No commitment. No pitch deck. Just a conversation with someone who’s been in the seat.