A path, not a catalogue.
Understand first, transform next, hold the course last. Every step has named deliverables, a written frame and a custom quote, never surprise billing.
Diagnostic Pilotage PME
The Diagnostic, our entry-point engagement, answers one question: where does your business really stand, and what are your 3 to 5 priority levers? One entry point, two depths to choose from.
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Express Diagnostic: the fast read, 100% remote.
- From a few days to about a week
- Your numbers plus one framed workshop, on 2 to 3 priority pillars
- Deliverable: a summary note (light scorecard, 3 levers, recommended next step)
- Credited at 100% if you continue within 30 days
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Full Diagnostic: the complete portrait, with on-site presence.
- 2 to 4 weeks
- Finance, cash flow, governance, project governance, team alignment
- 90-day roadmap included
- Detailed deliverables listed opposite
Investment: custom quote.
Book a DiagnosticFull Diagnostic deliverables
- Discovery interview (2 h) plus targeted document review (up to 5 documents)
- 3 working workshops (90 to 120 min) covering the 4 pillars: finance & cash flow, tracking & governance, dashboards, productivity & automation
- Diagnostic report (15 to 25 pages): portrait, scorecard, 3 to 5 prioritized levers
- Actionable 90-day roadmap
- Oral presentation (1 h) to the founder and the leadership team
- Email follow-up for 30 days after delivery
Momentum Mandate
The question we answer: how do you reach the next milestone (financing, structuring, growth or a transaction) with a deliverable plan and measured execution?
- One objective, one named deliverable: financing, strategic plan, realignment, structuring or transaction
- 3 to 4 months: twice-monthly working sessions, a cadence that holds
- Direct access between sessions, no intermediary
- Minutes and decision tracking at every step: we build with you, we adjust
For food, beverage and consumer SMEs ready to grow beyond their home market: a market map by friction tier, a two-engine plan (volume vs margin and brand), a phased sequence, a partner shortlist and alignment with market-access grants. We frame and we refer: no regulatory opinions, no listing guarantees.
Duration adjusts to scope. Investment: custom quote, billed by milestone or monthly. Contract signed before we start.
Scope a mandateFinancing package
Bank-facing business plan and preparatory due diligence for BDC, Desjardins, FTQ or Investissement Québec, with a 3-year financial model (P&L, cash flow, simplified balance sheet).
2-3 year strategic plan
Not a shelf document: an honest diagnostic, choices you stand behind, a financial model that holds up and an action plan with milestones, owners and a follow-up cadence. A plan your leadership team can execute, and that we track with you.
Strategic realignment
When the market has moved and the plan no longer fits: a fresh read of the numbers, product-channel trade-offs, resource redeployment and the change management that goes with it. We settle what has to be settled, with method.
Operational structuring
Governance, processes, team and indicators: the internal engine that keeps up with growth instead of enduring it.
Preparing for a transaction
Data room, investor narrative and valuation for a sale, an acquisition or a succession.
From a founder who carries everything to a business that runs.
Between $1M and $15M in revenue, the main brake on growth is almost never the market: it's structure. Growth advisory tackles the three worksites that let you change scale without losing control.
Founder & leadership team
The hardest passage for a growing SME: getting the founder out of the day-to-day without anything breaking. We structure the executive committee, clarify each director's role and mandate, install decision rituals and support real delegation, the kind where the founder truly lets go, because the frame makes it safe to.
Learn moreBuilding real departments
Build sales, operations, finance or marketing as real departments: a head, a written mandate, indicators, a budget and an accountability cadence. We design the target structure, the sequenced hiring plan and the core processes, then we stay through the rollout, until the department stands on its own without us.
Learn moreChange management & alignment
Most transformations fail from lack of adoption, not lack of a plan. One-on-one interviews with the founder, partners and directors, decision workshops, governance and 30-60-90 day adoption milestones: we protect the investment behind every structuring worksite, and it is systematic whenever a control tool is deployed.
Learn moreThese worksites run as 3 to 6 month mandates or fold into a Momentum Mandate. Investment: custom quote.
Hold the course, month after month.
After a Diagnostic or a Mandate (or on direct recommendation), three ways to keep a senior head at your side, without the cost of a full-time hire.
Fractional CFO
The financial leadership you cannot afford full time. Recurring financial direction anchored in your monthly cycle: the close read, the dashboard maintained, the cash forecast ahead of you.
- Decision-oriented monthly financial review (close, margins, budget variances)
- Financial dashboard kept current: cash flow, margin, working capital, runway, model KPIs
- Recurring finance committee plus rolling cash forecast
- Framed asynchronous access
Does not include bookkeeping or tax and legal opinions: we read, manage and decide from the numbers, we do not enter them. Minimum duration: 6 months. Custom quote.
Fractional CEO / VP
General management, sales or operations leadership on shared time. For the SME that needs an experienced executive now, without being able (or willing) to hire one full time.
- Framed recurring presence (1 to 3 days a week depending on the mandate)
- Running the executive committee, trade-offs and structuring decisions
- Coaching department heads and driving priority worksites
- Preparing what comes next: target structure and recruiting the permanent hire
A transition role by design: the goal is to build the team that makes us unnecessary. Typical duration: 6 to 18 months. Custom quote.
Learn moreStrategic retainer
A senior advisor working for the owner, on your real files every month. Decisions to make, negotiations to prepare, financing to assemble: deliverables that move the business forward, not a subscription to conversations.
- Decision files ready to act on: costed scenarios, a recommendation, the risks
- Negotiations and partnerships prepared: offers, counter-offers and agreements challenged before you sign
- Financing files built with you: bank, public programs, investors
- Commercial priorities kept current: accounts to work, follow-ups, material ready to send
Typical rhythm: one working session a month, plus structured asynchronous access; deliverables ship between sessions. Minimum duration: 3 months, then monthly renewal. Custom quote.
The same infrastructure we run ourselves. Installed in your business.
Company memory, connected data, custom automations: together, they form your company's decision infrastructure. Ours runs in production every day, powered by AI, across our own analysis, monitoring and production tools. We install at our clients what already works for us, not a prototype, not a promise.
Company memory
Your documents, decisions, procedures and know-how are indexed into a vectorized company memory, searchable in plain language, with sources. Company knowledge stops living in inboxes and leaving with employees: it becomes an asset you can consult, day after day.
Connected data across departments
Finance, sales, operations and leadership on one shared infrastructure, designed for AI tools: the same reference data, the same company context, the same access rules. Your AI assistants see the whole company, not silos that contradict each other.
Custom automations
Agents and automations built for your processes, your vocabulary and your business rules: execution frames with guardrails (a harness), reusable business competencies (skills) and automated routines that produce reports, follow-ups and alerts. Data governance and confidentiality are designed in from day one.
Copilot Finance & Pilotage
The most frequent first deployment. Your accounting data (QuickBooks, Sage, Xero) connected to an interactive dashboard: 13-week cash forecast, margins by product and by channel, automatic alerts. Alongside your accountant, never in their place.
Scoping
Inventory of your data and tools, use cases prioritized by value, governance and confidentiality rules set down in black and white.
Deployment in one department
A first bounded deployment (often finance or sales) with measurable results before extending. Adoption work included, systematically.
Extension
Department by department, the infrastructure rolls out and sharpens. Your team is trained to operate it: autonomy is the goal, not dependency.
Scoping takes a few weeks, first deployment in 1 to 3 months. Investment: custom quote. Outside regulatory compliance, outside software administration.
Start with the DiagnosticAdd-on modules.
They attach to a Diagnostic, a Mandate or a retention, or run on their own when the pain is clearly identified. Leadership alignment, for its part, belongs to growth advisory and to every tool deployment.
Augmented project governance
For the founder juggling 3 to 10 projects with no formal process: audit and blueprint, turnkey setup (tool, automations, governance, training) or ongoing governance with a monthly review.
Grants and non-dilutive financing
Spot the relevant levers, pre-qualify the most promising and prepare the substance of the file: the client files and signs. Well scoped, this module can lower the net cost of a mandate. Strict posture: eligibility to validate, never funding promised.
Five steps, zero surprises.
No work without a written frame. Every proposal includes a defined scope and named deliverables.
1. Discovery call
15-30 min, no chargeQualify the problem, the urgency and who decides. If the fit is confirmed: Diagnostic recommended when the scope is fuzzy, direct Mandate when the need is clear.
2. Formal proposal
Within 48-72 hContext, objective, approach, deliverables, calendar, investment and terms: in black and white.
3. Signature + deposit
Service contract signed before any work. Deposit received before we start.
4. Delivery
Working sessions at the agreed cadence, systematic minutes, dated and versioned deliverables.
5. Close-out
Mandate debrief (30 min) and a retention proposal when relevant.