For owners of $5M to $50M businesses

You are the ceiling of your own business. We fix that.

Every decision routes through you. The team cannot move without you. Growth has stalled, and the exit plan is a someday conversation. Mind Shift works on the business and on you, at the same time, until both are ready for what comes next.

Book a Clarity Session Score your business in 2 minutes →

Free. You leave with a plan either way.

25%avg EBITDA CAGR, advisory clients
10Xaverage client ROI
3xfaster decisions across the business
$150Moperating scale behind the firm
Three mandates

Which one is you, right now?

Owners come to us at three moments. Pick the one that fits and see exactly what happens next.

You are probably here if

Tick what is true. We will tell you what it usually means.

What we actually do

  1. 1
    StabiliseCash and operations under control, priorities cut to the vital few.
  2. 2
    RebuildAccountability restored, the leadership team executing in one direction.
  3. 3
    GrowA 12 month plan and the dashboards to run it.
$500Kof client debt cleared, while overhead fell from 27% toward 20%
Book a Clarity Session Take the Business Health Assessment →
Where does it actually hurt?

Owners rarely have one problem. They have four, and one of them is not on the P&L.

Most owners can name the symptom but not the constraint. Pick the ones that are true this quarter. That is usually the shape of the first engagement.

And the fourth column is the one that never makes the board pack: overwhelmed, stressed, stretched, and carrying all of it alone.

Financial
Revenue growthCustomer retentionProfitability and unit economicsCashflow and cash cycle
Brand
Market shareProduct and service deliveryCulture and knowledge retentionCompetitive advantage
Execution
Leadership accountabilityPerformance managementSlow or stalled decisionsConsistency
And how it feels
OverwhelmedStressedStretchedAlone

Score all four in two minutes →

The honest comparison

You have probably tried some of this already.

Most owners who call us have already spent money on advice. Here is why it did not stick, and what we do differently.

Franchise business coachesA licensed, one-size playbook delivered by an implementer who has never run a company

One senior advisor who has built, scaled and turned around real businesses, with a system adapted to yours

Peer groups and mastermindsGreat conversations once a month, zero execution support in between

A weekly execution cadence with your leadership team, tracked on live dashboards

Big framework programsYour team forced into a rigid template that fits nobody perfectly

BOS™ built around your business, your numbers and your people

Management consultantsA thick report, a big invoice, and a goodbye

We stay in the room until it works, and will tie part of our fee to your results

Doing it yourselfThe books are read. Nothing changed.

Accountability built into every week, so implementation actually happens

The system

The Business Operating Suite™: strategy, coaching, insights and technology in one.

BOS™ starts from a single truth: the biggest constraint in your business is still the person running it. We call that the ceiling, and every engagement is built to move it.

This is also the part the industry gets wrong. Someone smart tells you what to do, invoices you, and leaves. We do not stop at the plan. We stop when the goals are hit.

The Business Operating Suite™ framework: strategy, coaching, insights and technology in one integrated system
  • Strategy and Traction. The plan, and the discipline that makes it happen.
  • Leadership and Culture. The owner first, then the team around them.
  • Brand and Growth. Market share you can point at on a chart.
  • Financial Health. Cash, margin and the numbers that decide everything.
  • Innovation and Operations. The business running without you in every room.
  • Decision Insights. Live dashboards and scorecards, so nobody guesses.

1. Clarity Session

Free, no pitch deck. We map where the business stands, where it is stuck, and whether we are the right fit.

  • A health check across all four pressure points
  • The accountability structure you would need
  • An honest read on whether we are right for you

You leave with something useful whether or not you become a client.

Free

2. 90 Day Foundational Planning

Stakeholder interviews. A functional accountability org chart. Vision and mission alignment. Long term and 12 month goals with immediate priorities. A challenges log with resolution management. A traction framework, and performance dashboards that drive accountability.

  • A 12 month strategic plan
  • The leadership team aligned around clear priorities
  • Live dashboards built on your numbers
  • A monthly performance rhythm that holds
Fixed fee project · included in advisory retainers

3. Ongoing Advisory

Weekly leadership 1:1s. Monthly executive team strategy workshops. Market share, financial health and operations worked as tracked priorities. Issues surfaced and resolved as they appear, on scorecards everyone sees.

  • A 3 to 10 year plan to your next stage or exit
  • A leadership team that runs the business without you
  • Diversified revenue and stronger margins
  • Personal wealth and valuation actively managed
Monthly retainer
41%productivity
3xfaster decisions

“Before that, progress was stifled by poor data and confusion about where to prioritize. We now understand what our year ahead looks like and how to get there.”

Adrienne R · Learning and Development Director, media firm
Who we serve

Built for more than the typical SMB.

Family Owned Businesses

When the business table and the family table are the same table, every decision carries a relationship with it. We separate what the business needs from what the family wants, and build the governance that lets both thrive.

Family Offices

A family office is a business, and it needs to be led like one. We build the operating rhythm, leadership structure and accountability that turns a collection of smart people into a high functioning team.

Private Equity Portfolios

The CEO who built the business to $10M does not automatically have the skills to take it to $50M. That gap is where value leaks. We close it: leadership assessment, team alignment, and 1:1 development toward growth or exit.

For sponsors and their boards →
  • Strategic planning and management
  • Leadership team coaching and development
  • Market share growth
  • Financial management
  • Operations management
  • Financing, through our sister company Mind Ventures
Investment

Clear scope. Clear outcomes. No surprises.

Monthly retainers start at $1,200 a month. Advisory engagements are scoped precisely in your Clarity Session, so you know the full investment before you commit. For owners who want a partner with real skin in the game, the Performance Partnership combines a lower fixed fee with a negotiated share of results: we win when you win.

Read how one owner went from a stalled $8M and a devastating divorce to $13M with a path to $30M+ →

"Ari is a strategic thinker who sees the big picture and brings structure and sound planning, to ensure not only continued business growth but also the disruptive thinking that drives measurable results."

M Abehsera · Chief Business Officer, global manufacturer, USA

"We are so grateful for the many tangible and intangible gifts that Ari has given us over this past year. His practical experience, knowledge, insight and wisdom, combined with his understanding of human nature helped create a more vibrant and healthy culture."

Leslie Housel · Welch Tiles, Michigan, USA
Read first

If you are working out what happens next.

Six guides written for owners of $5M to $50M businesses facing a handover, a sale, or the realisation that the business cannot run without them. Free, no email required to read.

Succession planning for a family owned business

Separate the leadership decision from the ownership decision, work out what fair means when one child works in the business and the others do not, and find out whether they even want it.

Read the guide

What is my business worth

How buyers price an owner-led business, why the number is lower than you expect, and the handful of things that move it inside twelve months.

Read the guide

Business exit planning

Family, management buyout, trade sale or a financial buyer. How the four routes differ on price, speed, risk and what happens to your people.

Read the guide

Can your business run without you

The two week absence test, how to score it honestly, and the five reasons decisions keep coming back to your desk. Two of them are yours to fix.

Read the guide

All free tools and guides

Before you book

Questions owners ask first.

What does an engagement actually look like?
Every engagement starts with a free Clarity Session. Most advisory clients then begin with 90 Day Foundational Planning, which builds the goals, the accountability structure, the dashboards and the traction framework that the ongoing advisory runs on. After that it is weekly leadership 1:1s, monthly executive team strategy workshops, and priorities tracked on scorecards everyone can see. Most clients work with us 12+ months, but you are never locked in beyond the first 3.

What happens in the Clarity Session?
Free, and no pitch deck. We map where the business stands, run a health check across the areas that decide your next stage, and sketch the accountability structure you would need to get there. You leave with something useful whether or not you become a client. If we are not the right fit, we will say so on the call and try to point you somewhere better.

Who is this not for?
We are not a fit if you are pre-revenue, under $2M, or looking for a quick tactical fix. We are also not a fit for an owner who wants someone to agree with them. This works when there is a real leadership team, genuine ambition to scale or exit, and the discipline to follow through between sessions.

Do you replace our existing leadership team?
No. The job is to make your team self-sufficient, not dependent on us. We work alongside your CFO, COO and the rest of your leaders, sharpening priorities, strengthening process, and coaching them into stronger operators. If a key seat is missing or the wrong person is sitting in it, we will tell you that early.

What if we already run another operating system?
That is usually a faster start, not a problem. Plenty of owners arrive with a framework that worked for a while and then plateaued. We do not rip it out. We look at what is genuinely working, integrate it, and add the layers most systems leave out: live decision insights, leadership development, and a real path to exit. You keep what works.

How long until we see results?
Most clients see measurable change inside the first 90 days, usually in decision speed, leadership clarity, and how much actually gets decided in a meeting. Financial impact, EBITDA growth and margin expansion, typically shows from month nine onward as the operating rhythm holds. Our advisory clients average 25% EBITDA CAGR.

Does Mind Shift do turnarounds?
Yes. Turnarounds are one of our three core mandates, alongside strategic growth and succession planning. We stabilize cash and operations, cut priorities to what matters, and get the leadership team executing in one direction again. Then we rebuild toward growth.

Can Mind Shift help me prepare my business for sale or succession?
Yes. We make the business transferable and the successor ready, whether the plan is a third party sale, a management handover or passing it to family. Business valuation benchmarking is built into the advisory work.

What does it cost?
Monthly retainers start at $1,200 a month. Advisory engagements are scoped precisely in your free Clarity Session, so you know the full investment before you commit. A Performance Partnership option combines a lower fixed fee with a negotiated share of results.
What we believe

The largest transfer of business ownership in history is happening right now, and most of it will be done badly.

The businesses that transfer well will not be the most profitable ones. They will be the ones that learned to run without their owner. That is the work, whichever of the three doors you came through, and it is why we do not stop at the plan.

The ceiling does not fix itself.

Tell us where the business stands, where it is stuck, and what you want it to become. Free, and you leave with clarity either way.

Book a Clarity Session

Free. You leave with a plan either way.