A strategic growth and scale partner for business owners ready to move beyond being stuck, overwhelmed, or over-reliant on themselves.
We partner with business owners through a structured progression designed to create clarity, build momentum, develop capability, and achieve sustainable scale.
Initial Assessment: Understand where you are, where you want to go, and what's in the way.
90-Day Execution: Quick wins and immediate improvements that prove the model works.
Build & Enable: Develop systems, processes, and leadership that reduce reliance on you.
Execute & Scale: Deploy growth strategies with the infrastructure to sustain them.
We don't just advise. We partner with you to implement and deliver results.
Our success is tied to yours. We share the upside when we deliver value.
Senior executives who've built, scaled, and exited businesses themselves.
The Horizon Shift Growth & Scale Operating Model is designed as a progression, not a list of services. Each phase builds on the last, creating sustainable momentum toward your goals.
Initial Assessment
Before any commitment to work together, we need to understand where you are, where you want to go, and what's standing in the way. This phase creates clarity for both of us.
Duration: 2-4 weeks
90-Day Execution
This is where the work begins. We focus on quick wins and immediate improvements that prove the model works and build confidence in the partnership.
Duration: 90 days
Build & Enable
Momentum alone isn't sustainable. This phase builds the systems, processes, leadership, and technology infrastructure that reduce your business's reliance on you.
Duration: 6-12 months
Execute & Scale
With clarity, momentum, and capability in place, you're ready to scale. This is where we deploy growth strategies with the infrastructure to sustain them.
Duration: Ongoing partnership
Each phase is designed to build on the last. You don't skip steps. You don't rush. You build something sustainable that creates real value over time.
We work with ambitious business owners who know their business has more potential but feel constrained by where they are today.
The business works, but growth has plateaued. You've tried things before, but nothing seems to create lasting change.
Too many priorities, not enough time. You're working harder than ever but not seeing the results you need.
The business needs you to make every decision. Your team is capable, but they still come to you for everything.
You see the potential, but you can't quite get there. Something is holding the business back, but you're not sure what.
These feelings are common among successful business owners. The skills that got you here aren't always the ones that get you to the next level. That's not a weakness—it's reality.
The question isn't whether you can keep doing what you're doing. It's whether that's the best use of your business's potential—and your life.
We don't work with businesses that want marginal improvements. We partner with owners ready to rethink how things work.
Results take time. We look for partners who understand that building capability is an investment, not an expense.
We bring clarity and direction, but execution requires partnership. You need to be ready to implement alongside us.
We're not consultants. We're partners with an operating mindset and aligned incentives. Our success follows yours.
We think like private equity operators, not traditional advisors. Every decision is evaluated through the lens of building enterprise value. We focus on what makes your business more valuable, more scalable, and less dependent on you.
Traditional consultants optimize for billable hours. We optimize for business outcomes.
Our compensation model ties a significant portion of our fees to the value we create. When you win, we win. When the business grows, we share in that success. This isn't a vendor relationship—it's a partnership.
We don't get paid just for showing up. We get paid for delivering results.
Our team has built, scaled, and exited businesses. We've sat in boardrooms and on the coal face. We understand what works in theory and what works in practice—and they're not always the same thing.
You're not working with junior analysts. You're working with people who've done this before.
Most advisory firms are great at strategy or great at execution. We do both. We don't hand you a PowerPoint and walk away. We stay with you through implementation, making adjustments as reality unfolds.
Strategy without execution is just paperwork. Execution without strategy is chaos. We deliver both.
We're selective about who we work with because partnership requires mutual commitment. If you're looking for someone to tell you what you want to hear, we're not the right fit. If you're looking for someone to challenge your thinking, roll up their sleeves, and build something meaningful alongside you—let's talk.
Before any long-term commitment, we need clarity. Our Initial Assessment is designed to understand your business, identify what's holding you back, and map the path forward.
We don't ask you to commit to a multi-year engagement before we understand what you need. The Initial Assessment gives both of us the information required to decide if partnership makes sense.
We start with a no-obligation discussion to understand your situation and determine if there's potential for partnership.
Together, we decide whether a Lite or Standard Assessment makes sense based on your needs and urgency.
We conduct interviews, review data, and analyze your business to understand what's working and what's not.
We present our findings, recommendations, and a clear roadmap showing the path forward.
You decide whether to proceed to Phase 1. No pressure, no hard sell. Just clarity.
Both the Lite and Standard Assessments are structured as fixed-fee engagements. The fee is transparent, agreed upfront, and focused on delivering clarity.
If we proceed to a longer-term partnership, a portion of the assessment fee is credited toward Phase 1.
The first step is a conversation. No forms, no sales pitch—just a discussion about your business and whether we might be able to help.
Book an Initial AssessmentWe exist because business owners deserve partners who understand what it takes to build, scale, and sustain a valuable business.
Horizon Shift was founded on a simple observation: the advisory industry is broken for mid-market business owners.
Traditional consultants deliver recommendations but rarely stick around for implementation. Private equity brings capital but often prioritizes short-term returns over sustainable growth. Coaches offer motivation but lack the operational expertise to execute.
Business owners are left in the middle—needing strategic guidance, operational support, leadership development, and capital alignment, but unable to find it all in one place.
Horizon Shift bridges that gap.
We operate with the mindset of private equity but the patience of a long-term partner. We think about enterprise value, not billable hours. We focus on building assets, not just solving problems.
Our approach combines:
Clear direction grounded in market reality and business fundamentals
Development of your team and organizational capability
Systems, processes, and structures that create leverage
Practical deployment where it creates measurable value
Incentives that tie our success to yours
Our team has operated at every level of business—from the coal face to the boardroom. We've built businesses from scratch, scaled them through growth phases, and successfully exited. We understand the challenges you face because we've faced them ourselves.
We bring executive experience across:
Private equity firms excel at creating value because they think like owners, not vendors. They focus on enterprise value. They build capability. They align incentives.
We bring that same mindset to advisory partnerships—without requiring you to sell your business.
Our model is structured to share in the upside we create. If we help you grow revenue, improve margins, or increase the value of your business, we participate in that success. If we don't deliver, we don't get paid.
This is partnership, not consulting.
We commit to being honest, even when it's uncomfortable. We commit to challenging your thinking when we believe there's a better path. We commit to staying with you through implementation, not just handing you a report.
Most importantly, we commit to treating your business as if it were our own—because through our incentive structure, it is.
The first step is a conversation. No forms to fill out, no hard sell—just a discussion about your business and whether we might be able to help.
No pressure. No hard sell. Just clarity.
We're selective about who we work with because real partnership requires mutual commitment. If we're not the right fit, we'll tell you—and we'll do it respectfully.