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Defenders of Enterprise Capital
Plateau Strategy

What "Intervention" Means

  • We've led global transformations that delivered—and killed the ones that couldn't be saved

  • We've negotiated contracts that tie vendor work to outcomes, not deliverables

  • We've traced business cases line by line to expose misalignment between promised ROI and capital reality

  • We've fought the vendor fairy dust that passes for financial modeling

  • We've rebuilt governance when programs went sideways—and made the hard calls when they couldn't be fixed

  • We bring operational, technological, and financial fluency—not just consulting frameworks

We Don't Just Advise. We Intervene.

Trench credibility from people who've lived the failure—and built the system to stop it

Bob Carlson

Operations, Manufacturing & ERP Specialist

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25+ years ERP transformation across manufacturing, logistics, and life sciences. Recognized Epicor specialist. Has been on both vendor and client sides.

Helps organizations avoid over-engineered solutions and focus on capital that drives performance. From pre-sales advisory to hands-on implementation and organizational change.

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"Clients don't just install software—they transform how they operate."

Rich Carlson

Architecture and Operations

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Builds operating systems delivering measurable business results. Deep expertise in technology leadership, product management, and data architecture across financial services and retail.

Bridges executive vision and operational execution. Translates technical possibility into bottom-line impact. Known for aligning systems and people around outcomes that move P&L.

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"Transformation only matters if it shows up in the P&L."

Allan Salek

Strategy and Finance​

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20+ years turning transformation budgets into defendable capital decisions. Led M&A integration, platform modernization, and digital transformation at $500M to multi-billion companies.

Asks questions vendors don't want to answer. Translates IT complexity into CFO language. Exposes the gap between vendor promises and capital reality.

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"I've seen enough failures to know what works—and what's expensive theater."

Meet the Team

   You're Our Client If:

  • Strategic CFO /Mid-Market CEO treating investments as capital decisions, not budget line items

  • Capital constrained—every dollar must earn its place and prove its value

  • Tired of ROI theater and want evidence-based decision-making

  • Have autonomy to make meaningful capital allocation choices

  • Facing board meetings, delay risk, competitive pressure

  • Want to elevate finance from reporting function to strategic partner

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SWEET SPOT: $500M-$5B revenue | Multiple competing priorities | CFOs / Mid-Market CEOs refusing ROI theater

  We're Not For You If:

  • Mandate limited to accounting compliance and steady-state reporting

  • Investment choices dictated entirely by corporate parent

  • Looking for implementation muscle (we're advisors, not executors)

  • Satisfied with vendor promises and PowerPoint ROI projections

  • Not ready to make hard decisions about stranded capital

  • Prefer consensus over consequence in capital allocation

Who This Is For (And Who It's Not)

Read Our Strategic Dispatches

We publish real-world breakdowns of transformation failures, capital misallocations, and governance logic—straight from the trenches.

We've guided CFOs through reclaiming stranded capital, killing failing initiatives, and defending decisions at the board table with consequence.

 

We've seen the whole story—from strategy theater to spend, governance gaps to execution failure.

 

Now we help CFOs write a better one—where every dollar earns its place, and every initiative earns its survival.

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Ready for a Straight Conversation?

No pitch deck. No sales process. Just professional assessment of whether we can help.

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