Most businesses leave 15-30% of potential profit on the table. We find it, build a tailored plan, and help you execute with AI-powered precision and relentless accountability.
Pricing gaps, operational drag, cash tied up in the wrong places. Our diagnostic finds exactly where, and how much.
Not because the ideas were bad. Because execution was chaos.
Complex change programs that never deliver the promised value. Money spent, nothing changed.
Fragmented pilots. Weak data. No governance. Tools bolted onto broken processes.
You hire, you spend, you push, but the numbers don't move. Something's bleeding cash.
ImpactIQ deploys a personalized Transformation System across three phases: Potential IQ sizes your specific opportunity, Blueprint IQ validates a roadmap built for you, and Execution IQ delivers the cash. With AI doing the heavy lifting and weekly accountability keeping everyone honest.
A tailored, stage-gate system that turns potential into cash. We find it. We plan it. We deliver it.
We diagnose where value is hiding: pricing gaps, operational drag, cash tied up in the wrong places. Establish baseline and assess organizational readiness.
Turn findings into a concrete execution roadmap: validate business cases, secure approvals, build detailed implementation plans with owners and timelines.
Weekly accountability that keeps initiatives on track: execute initiatives, track every dollar, prepare exit story. Decisions made, blockers cleared, cash captured.
We only recommend services where you can reasonably capture at least 10x your investment in documented cash impact. If we can't see that path, we'll tell you.
AI isn't magic, it's leverage. We deploy intelligent agents and automation where they create measurable advantage: faster insights, better decisions, scaled execution, and freed capacity for leadership to lead.
Intelligent analysis that processes your data, surfaces patterns humans miss, and quantifies opportunities with precision.
Generates financial models, validates assumptions, and produces board-ready business cases in hours, not weeks.
Machine learning that forecasts cash needs, predicts initiative outcomes, and surfaces risks before they materialize.
Automate repetitive operations in finance, HR, and operations, freeing your team for work that actually moves the needle.
We deploy AI where it creates measurable advantage, not to sound innovative. Every agent and automation must accelerate value capture.
ImpactIQ partners with companies doing $5-50M in revenue who know they're leaving money on the table but don't have the bandwidth to find it and fix it. No 200-page decks. No one-size-fits-all frameworks. Just personalized clarity, a plan built for your reality, and the accountability to execute.
A structured assessment that identifies exactly where your cash is leaking, and how much you could recover.
Transform diagnostic findings into a board-ready portfolio of 7-10 initiatives with business cases and 90-day plans.
Weekly accountability to ensure your initiative portfolio actually delivers: decisions made, blockers cleared, cash captured.
Deploy intelligent automation in your operations, based in Costa Rica with nearshore economics and US-aligned hours.
Fair questions deserve honest answers. Here's what we tell clients upfront.
Never. We optimize for the value you'd want if you were holding this business forever. Quick wins fund the longer journey, but we're building sustainable improvement, not liquidating your future.
We move fast on obvious wins. But knowing and executing are different animals. The discipline of a structured approach is exactly how you capture 2-3x more value than ad-hoc efforts ever will.
We don't impose targets. We show you what's possible, then you decide how far to push. Our job is to reveal the full picture and give you a tailored roadmap. Your job is to choose the ambition level.
The opposite. When people see leadership taking action and progress being made, engagement goes up, not down. Teams get energized when they're part of something that's actually working.
The fundamentals translate everywhere. We've executed across manufacturing, distribution, services, retail, insurance, and more. Different contexts, same methodology, personalized to your specific reality.
Most consulting ends with a deck. We stay until the cash hits the bank. Weekly accountability, stage-gates with real consequences, and no exit until results are realized. That's the difference.
I deliver results. Period.
+25 years as a CEO and in McKinsey's Transformation Practice. A real-life operator sharpened by world-class consulting rigor, a rare and valuable combination.
I've built a methodology that integrates AI and automation as a multiplier. The result: operational improvements converted into real cash, faster than traditional approaches ever could.
For SMEs, PE firms, and family offices tired of strategy that sits on a shelf.
A short, candid conversation is usually enough to understand whether I can help, and what engagement could look like. I work with a small number of companies at a time to stay close to the work and the team.