§00 — Engagement File
Strategy, Documented.
Operational strategy for US firms $2M–$50M revenue. We baseline indicators, number every finding, tie recommendations to metrics with named owners.
"Engagement Types"
"Structured for growth-stage companies facing scale complexity. Fixed-fee SOW. No T&M ambiguity. Every engagement closes on documented outcomes."
01
Operational Diagnostics
Process mapping, span-of-control analysis, and swim lane definition across functions. Output: numbered findings with 90-day remediation roadmap.
02
Margin Recovery Analysis
EBITDA leak quantification across procurement, operations, and SG&A. Root-cause analysis with run-rate savings targets per cost center.
03
M&A Integration
Post-close synergy capture tracking — cost and revenue. Month-by-month realization scoring against deal thesis projections.
04
Finance Transformation
Finance function redesign: controls mapping to SOX requirements, close cycle compression, and management reporting cadence build-out.
05
Change Management
Structured transformation governance using Kotter 8-Step and ADKAR. Adoption metrics tracked weekly via stakeholder scorecards.
06
Executive Advisory
On-demand structured counsel for founders and CFOs navigating board decisions, pricing actions, or organizational restructuring.
"Engagement Types"
"Structured for growth-stage companies facing scale complexity. Fixed-fee SOW. No T&M ambiguity. Every engagement closes on documented outcomes."
- 0101
Operational Diagnostics
Process mapping, span-of-control analysis, and swim lane definition across functions. Output: numbered findings with 90-day remediation roadmap.
- 0202
Margin Recovery Analysis
EBITDA leak quantification across procurement, operations, and SG&A. Root-cause analysis with run-rate savings targets per cost center.
- 0303
M&A Integration
Post-close synergy capture tracking — cost and revenue. Month-by-month realization scoring against deal thesis projections.
- 0404
Finance Transformation
Finance function redesign: controls mapping to SOX requirements, close cycle compression, and management reporting cadence build-out.
- 0505
Change Management
Structured transformation governance using Kotter 8-Step and ADKAR. Adoption metrics tracked weekly via stakeholder scorecards.
- 0606
Executive Advisory
On-demand structured counsel for founders and CFOs navigating board decisions, pricing actions, or organizational restructuring.
"Engagement Types"
"Structured for growth-stage companies facing scale complexity. Fixed-fee SOW. No T&M ambiguity. Every engagement closes on documented outcomes."
Operational Diagnostics
- Process mapping, span-of-control analysis, and swim lane definition across functions.
- Output: numbered findings with 90-day remediation roadmap.
Margin Recovery Analysis
- EBITDA leak quantification across procurement, operations, and SG&A.
- Root-cause analysis with run-rate savings targets per cost center.
M&A Integration
- Post-close synergy capture tracking — cost and revenue.
- Month-by-month realization scoring against deal thesis projections.
"Client Record"
Myloungbridge delivered 47 numbered findings in six weeks. Twelve months later, 41 were implemented. That is not a consulting engagement — it is an accountability structure.
We hired them to find margin leaks. They found 4.2% in EBITDA we had been ignoring for two years. Every finding had a cost center owner and a 90-day recovery target.
They pushed back on scope creep three times. Stayed in their swim lane. Forced us to prioritize findings that actually moved the needle. Other firms would have billed for everything.
Our previous consultants produced 200 pages of recommendations. Myloungbridge produced 32 numbered findings with owners and deadlines. Zero shelfware.
The ORI diagnostic showed us exactly where our finance function was failing. SOX controls mapped, close cycle cut from 14 days to 6. Board finally trusts our numbers.
Post-merger integration was stalled at 30% synergy capture. They restructured tracking, assigned swim lanes, and we hit 72% by month 12.
They refused to let us boil the ocean. Three concurrent programs killed, consolidated into one scorecard with Kotter milestones and ADKAR adoption metrics.
Every recommendation referenced a baseline metric tied to a financial target. Investor diligence was faster because our operational record was already structured.
"Engagement Types"
Operational Diagnostics
Process mapping, span-of-control analysis, and swim lane definition across functions. Output: numbered findings with 90-day remediation roadmap.
- Process failure-point mapping
- Span-of-control ratios
- Swim lane conflict resolution
- 90-day prioritized roadmap
Margin Recovery Analysis
EBITDA leak quantification across procurement, operations, and SG&A. Root-cause analysis with run-rate savings targets per cost center.
- Procurement spend analysis
- SG&A benchmarking
- Run-rate savings targets
- Recovery timeline per center
M&A Integration
Post-close synergy capture tracking — cost and revenue. Month-by-month realization scoring against deal thesis projections.
- Cost synergy tracking
- Revenue gap identification
- Day-100 integration scorecard
- Month-18 realization audit
Finance Transformation
Finance function redesign: controls mapping to SOX requirements, close cycle compression, and management reporting cadence build-out.
- SOX control mapping
- Close cycle reduction
- Reporting cadence design
- SEC disclosure alignment
Change Management
Structured transformation governance using Kotter 8-Step and ADKAR. Adoption metrics tracked weekly via stakeholder scorecards.
- Kotter 8-Step governance
- ADKAR adoption scoring
- Weekly stakeholder scorecards
- Initiative fatigue prevention
Executive Advisory
On-demand structured counsel for founders and CFOs navigating board decisions, pricing actions, or organizational restructuring.
- Board decision frameworks
- Pricing authority design
- Org restructuring advisory
- Strategic initiative gating
"Engagement Questions"
What companies do you typically work with?+
US growth-stage firms between $2M and $50M revenue experiencing scale complexity — stalled processes, margin compression, leadership gaps, or post-transaction integration challenges. Typically founder-led or first professional management team.
How does the ORI diagnostic work?+
We baseline 12 indicators across Operational, Financial, Organizational, and Strategic dimensions using your actual data. Output: a numbered finding document with current-state scores, target deltas, and remediation priorities ranked by financial impact.
How do you prevent scope creep?+
Fixed-fee SOW with explicitly bounded deliverables. Discovery-phase access is scoped by hour block. Additional questions outside SOW trigger a formal change order. We have pushed back on scope inflation in 60% of engagements.
What is your pricing model?+
Fixed-fee per engagement phase. No T&M billing. Fee quoted after scoping call, before any work begins. Typical diagnostics run 4–8 weeks. Full remediation programs run 12–24 months with quarterly fee gates.
How is ROI measured?+
Against hard cost savings or revenue gains documented in the engagement baseline. Soft benefits flagged separately as unsubstantiated until independently verified. Average client ROI runs 3:1 to 5:1 against fees.
Do you handle implementation or only strategy?+
Both. Strategy without execution is consulting theater. Every finding includes implementation mechanics, a named owner, and a deadline. We track remediation weekly and close only when documented targets are met.
Start Your Engagement Record
Run the ORI diagnostic — 12 questions, 7 minutes. Receive a numbered finding document with baseline scores and remediation priorities.