Finance and operating advisory for owner-led companies
Find the operating constraint costing your business cash, margin, and owner time.
Consultgenix helps owner-led companies turn unclear financial results, stalled operating work, and unstructured AI initiatives into a focused decision and an accountable operating plan.
For owners and operating leaders with a live business decision. Not a general advice call.
The issue is usually not effort. It is a constraint nobody has named clearly enough to act on.
The numbers arrive too late
Cash, margin, and customer economics are unclear when decisions are due. The business is managed through intuition and delayed reports.
Priorities keep stalling
Meetings create activity, but decisions have no owner, bottlenecks repeat, and the business depends too heavily on the founder.
AI work has no operating case
Tools are being tested without a defined workflow, usable data, accountable owner, or measure of whether the work is worth keeping.
How Consultgenix works
Make the next decision from a fact base, not a pile of opinions.
01
Locate the constraint
Identify the operating issue that is limiting cash, margin, decision speed, or execution.
02
Establish the facts
Build the smallest useful view of the financial and operating evidence needed to make the decision.
03
Run the operating rhythm
Turn the priority into owned actions, a weekly review, and a transparent record of what is moving or stuck.
Start with the problem you can no longer afford to keep guessing about.
Financial visibility
Decision-grade reporting, cash visibility, margin analysis, and planning for leaders who need to know what the numbers actually change.
Operating execution
Operating cadence, decision ownership, and accountability for companies where the right work repeatedly fails to become completed work.
AI workflow implementation
Workflow assessment and controlled implementation where there is a defined business case, usable information, clear owner, and a measurable decision.
Before you book, find the questions worth investigating.
The Profit Leak Checklist screens for gaps in financial clarity, team accountability, and the operating model. It is a five-minute tool for defining the right next question. It is not an audit or a complete business diagnosis.
Bring the business issue that needs a decision.
In 30 minutes, we will define the decision, test the available fact base, identify the likely operating constraint, and decide whether a paid assessment is warranted.
Best for owner-led firms with a material decision, visible operating friction, and authority to act.