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Walk the shop
Two days on site. I ride along, I read the job folders, I sit in the morning huddle, and I listen more than I talk. By the end of day two I can tell you where the leaks are.
Growth planning for owner-operated trades
Checkgrowth Plan is a one-person consultancy. I write the growth plan your company already needs, in language your foremen can read, and I'm out before the ink dries.
See how it worksWho this is for
Mechanical contractors. Electrical shops. Industrial service firms. Fabricators. Fleet operators. Specialty builders. If you started in the field and the office grew up around you, we probably speak the same language.
You don't need a forty-slide deck. You need to know which three jobs are bleeding money, which two hires to make this year, and what "growth" actually looks like on paper so your banker, your GM, and your spouse all see the same picture.
Method
Two days on site. I ride along, I read the job folders, I sit in the morning huddle, and I listen more than I talk. By the end of day two I can tell you where the leaks are.
Three years of P&L, job costing, utilization, and backlog. I don't need a perfect data room. Exports and a shared folder are fine. I'll flag what's missing and you'll want to fix it anyway.
A written, plain-English growth plan. Twelve to eighteen pages. Targets, bottlenecks, hires, equipment, pricing moves, and a ninety-day action list. You own it. No subscription, no login.
What you walk away with
About
I spent eight years running operations for a mid-size mechanical contractor and another seven advising owner-operators on growth, succession, and the unglamorous work of getting the books in order. I am not a coach. I am not a platform. I am one person with a notebook and a spreadsheet who writes a plan, hands it over, and gets out of the way.
I take on roughly eight engagements a year. If we're not a fit, I'll say so on the first call and point you at someone who is.
Contact
Currently serving existing clients and referrals from former ones. If we haven't worked together and you don't know someone who has, the honest answer is: not this year. I'd rather tell you that up front than string you along.
Serving owner-operated trades across the Upper Midwest and Great Lakes region.