Fractional Chief Value Officer · Trades Contractors
Build the business that runs without you.
I help trades contractors get off spreadsheets and onto one operating platform — so the business can grow past $10M without burning out the owner or the team.
The problem
Your systems worked at $2M. They’re breaking at $8M.
You grew 30% and the spreadsheets multiplied. Now the truth about your contracting business lives in twenty browser tabs, one entry-level CRM that can’t export a full year of data, and the memory of two or three people who can never take a real vacation.
You already know the symptoms:
None of this means you built it wrong. It means you outgrew the tools you built it with.
The stakes
And the fix everyone fears is worse than the problem.
Every contractor knows a horror story: a company that switched CRMs in May and spent the summer losing jobs to their own software. So most owners do the rational thing — nothing. For years. The spreadsheets multiply, the team burns out, and the ceiling gets lower.
The platform decision is the highest-stakes operational decision you’ll make this decade. And almost nobody offering to help you make it is neutral: the software vendors want their license sold, and most “consultants” are resellers earning commission on whatever they recommend.
The solution
I run the platform decision for you. Independently.
I’m a fractional Chief Value Officer for trades contractors. I do one thing: take a business that runs on spreadsheets and the owner’s memory, and move it onto one operating platform the whole company trusts — without the switch blowing up your season.
The scored selection
Your requirements get documented — estimating, scheduling, inventory, three-way match, job costing, texting, QuickBooks sync as a must-pass — and every candidate platform gets scored against them, side by side. You see the comparison. You own the call.
Paid by you, never by the vendor
I hold platform certifications (disclosed on request) so I can implement whatever wins — but I take no commissions, no referral fees, no reseller margin. My only client is you.
Sequenced around your season
The migration is planned around your calendar — cutover in your slow months, never your peak. The horror story doesn’t happen because the schedule won’t allow it.
Configure, don’t customize
You adapt to standard, off-the-shelf software instead of maintaining custom code forever. You own every license, every account, and every byte of your data — outright.
The payoff
What changes when the business runs on a platform instead of you.
Growth stops creating chaos
One source of truth means 40–50 installs a week without the error rate growing with the revenue.
Your team gets their lives back
When eight hours of work stops taking ten, morale and retention follow. The best people stay at companies that aren’t drowning.
Onboarding drops from six months toward three
Short training videos live inside the system — new hires search and learn while they work instead of shadowing someone through your busy season.
You see the business without asking
A one-page dashboard every Friday: pipeline, installs, cash, past-due. Your evenings come back.
The business becomes worth more
A company that runs without its owner grows faster, borrows easier, and commands a real multiple if you ever choose to sell. That’s the Chief Value Officer part — built in, whether you exit or not.
In production now
This isn’t theory. It’s running right now.
I’m doing this today inside a $7M Virginia fencing company: 20+ Google Sheets being retired, roughly $1.5M in stale estimates being recovered through a structured follow-up engine, a scored vendor evaluation underway, and a platform cutover scheduled so it never touches their peak season.
How we start
Three ways in. All of them low-risk.
Free 3-minute assessment
Free
Eight questions. Immediate score. A clear picture of where the spreadsheet ceiling is costing you money. Online, no call required.
Take the free assessmentOperations & Value Assessment
$1,500
The full scored review across the eight dimensions that drive growth and value, with a prioritized fix-first roadmap. Credited in full toward the Sprint.
Book a call to startThe 90-Day Platform Sprint
$21,500
The whole decision, done: documented requirements, scored selection, migration plan sequenced around your season, pipeline recovery stood up, implementation-ready.
See the Sprint in detailNext step
Find out where the spreadsheet ceiling is costing you money.
Three minutes, eight questions, immediate results — or bring your messiest problem to a free 30-minute call and get an honest read. If we’re not a fit, I’ll tell you.