Our Services

Propel your business towards success by scheduling a consultation with someone who can provide unparalleled insight. Book your appointment now and embark on a journey to unlock untapped potential and breakthrough innovations.

Placeholder

Fractional CFO Services

Unlock the Why Behind Your Financial Performance

Are you confident you truly understand why your business performs the way it does financially - not just how? Do you know which Key Performance Indicators (KPIs) drive your profitability, and what targets you should be aiming for?

Iron Discipline offers strategic financial analysis and advisory services to help business owners move from gut feel to grounded insight. We’ve partnered with companies to answer critical questions such as:

  • What’s your breakeven point - and how far beyond it can you push?
    → We model your cost structure to show the level of revenue needed to cover fixed expenses and identify where profit begins to accelerate.

  • Which business lines, products, or locations are truly driving (or draining) profitability?
    → We analyze your P&L by segment to isolate winners, flag underperformers, and guide focused growth.

  • How quickly does cash flow through your business - and how can you improve it?
    → Through working capital analysis, we quantify your cash conversion cycle and uncover ways to speed it up.

  • Are your prices and costs working for you - or against you?
    → We evaluate pricing power and cost behavior to pinpoint sources of operating leverage that can strengthen margins and cash generation.

Strategic and Operational Process Optimization

Build Repeatable Systems That Scale with Excellence

Is your team constantly reinventing the wheel for routine tasks? Do you wish every customer received the same high-quality, consistent experience - regardless of who’s on duty?

We help business owners create operational clarity and consistency so their teams can scale confidently and serve customers with excellence. Our approach emphasizes structure, automation, and strategic use of technology to reduce chaos and enhance performance.

We’ve partnered with clients to tackle initiatives such as:

  • Documenting Standard Operating Procedures (SOPs)
    → So every team member works from the same playbook, ensuring consistency and reducing reliance on memory or tribal knowledge.

  • Developing Custom Tools to Track Complex Business Information
    → From CRM dashboards to project tracking matrices, we build frameworks that bring clarity to dynamic workflows.

  • Identifying and Implementing Smart Tech Solutions
    → We help you replace clunky manual work with fit-for-purpose systems and tools you likely already have - or can easily adopt.

  • Using AI to Accelerate Workflows and Unlock Insight
    → Whether it's summarizing customer feedback, analyzing data patterns, or generating communication drafts, we help you leverage AI tools for meaningful productivity gains.

Placeholder

Acquisition and Sale Process Advisory

Navigate High-Stakes Transactions with Confidence and Clarity

Buying or selling a business is one of the most complex and consequential decisions an owner will ever face. The process demands rigorous analysis, strategic negotiation, and the wisdom to know when to press forward - or when to walk away.

Iron Discipline provides experienced guidance across every phase of a transaction. We help ensure your time, energy, and capital are directed toward deals that align with your goals - and that your decisions are backed by insight, not emotion.

We’ve advised business owners on critical steps such as:

  • Business Valuation from an Investor’s Perspective
    → We model enterprise value using methods employed by private equity and strategic buyers - so you can price with realism, not guesswork.

  • Transaction Roadmapping & Preparation
    → From initial interest to closing, we outline every step of the process so you’re never caught off guard and can plan with confidence.

  • Due Diligence Design & Risk Evaluation
    → We identify what to request, what to test, and what red flags to look for - whether you're acquiring or preparing to be acquired.

  • Negotiation Strategy & Decision Support
    → We guide clients through the art of negotiating price, terms, and structure - and act as a level-headed third party when it may be time to step away.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!