What we offer
Operating advisory that can stand alone, or complement Salesforce, AI, and platform delivery.
Flexible engagements for businesses that are growing, preparing for a transaction, integrating an acquisition, or replacing manual work with practical processes and systems support matched to the size and maturity of the team.
Growth & scale
Operational infrastructure for growing businesses
Build the operating backbone behind growth: workflows, reporting, people processes, vendor management, accountability structures, and cross-functional rhythm.
- Operating model design
- Workflow and SOP development
- Leadership cadence and KPI reporting
- Multi-site or multi-team scaling support
Capital & transaction readiness
Financing, M&A, and sale preparation
Prepare the business for lender, buyer, investor, or partner diligence by organizing the story, the numbers, the operations, and the systems behind them, with perspective from both the buyer and seller side of the table.
- Multi-million-dollar financing preparation and lender support
- Acquisition, sale-preparation, and JV workstream support
- Pre-sale operational readiness
- Diligence materials and management reporting
After the deal
Post-acquisition and post-sale integration
Turn the deal thesis into operational reality with hands-on integration planning, staff transition support, workflow consolidation, and system alignment.
- First 30/60/90-day integration plans
- Process and policy alignment
- Team onboarding and change management
- Reporting and operational control setup
Tech that fits
Small-business systems and workflow advisory
Help owners translate day-to-day operating pain into clear workflow, reporting, intake, and automation requirements that Real Consulting can turn into the right technical solution.
- Workflow and process mapping
- Billing, scheduling, intake, and finance process requirements
- Missed-opportunity Diagnose, intake, or admin automation use-case definition
- Optional implementation coordination with Real Consulting's technical team
New revenue
New service-line launch support
Design, launch, and operationalize new service lines with a practical plan for staffing, systems, compliance, marketing, reporting, and day-to-day ownership.
- Launch planning and operating workflows
- Staffing, training, and accountability model
- Go-to-market and intake process design
- Performance dashboard and iteration plan
Fractional operator
Fractional COO / operating partner support
Senior operator support for owners, investors, and consulting teams that need someone who can diagnose, prioritize, coordinate, and execute.
- Executive operating partner role
- Owner/investor reporting and action plans
- Cross-functional project leadership
- Hands-on execution with internal teams