Improve margins. Streamline operations. Decide with clarity.

Fractional COO services for small businesses. Coldiron Advisory brings twenty years of public-company operating discipline to your business without the cost of a full-time COO.

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What does Coldiron Advisory do?

  • Operational optimization

    • Deliver weekly KPI reports automatically to your inbox.

    • Build well-defined workflows that turn data into operating decisions.

    • Structure leadership meetings for efficiency and effective decision-making.

  • Financial management

    • Measure profitability by job, customer, and product line.

    • Analyze investment economics to improve capital allocation.

    • Lead monthly financial reviews that reveal opportunities for decisive action.

  • Acquisition & divestiture support

    • Evaluate acquisitions by vetting assumptions, identifying growth opportunities, and finding operational synergies.

    • Lead post-close integration, aligning systems, reporting, and teams so the acquired business delivers the expected value.

    • Prepare businesses for sale by strengthening operations, documenting processes, and improving reporting before buyers begin due diligence.

  • Team development & org design

    • Design the organization to align with company strategy, future growth, and industry trends.

    • Encourage desired behaviors through effective performance management processes and appropriate incentives.

    • Develop leaders who understand the business, collaborate, and operate as a team.

  • Risk mitigation

    • Identify the risks to the business, including key personnel, customer concentration, cash position, and critical equipment.

    • Quantify the financial impact of each risk and prioritize which to address first.

    • Develop mitigation plans with assigned owners and defined timelines.

    • Review risks and early warning indicators regularly.

  • Strategic & operational planning

    • Build operational and financial forecasts that support mid- and long-range planning.

    • Develop strategies for growth and ensure operations align with business goals.

Explore Services

I work with owners close enough to the work to feel the pain, in businesses big enough that the pain is real money.

  • Owners looking to capture AI enabled opportunities, unlock insights from their data, and streamline their operations.

  • Acquirers - diligence before the deal, integration after.

  • Oil and gas - private E&P operators & oilfield service companies.

  • Capital-intensive small businesses with job-level economics - construction, specialty contracting, industrial services, equipment rental and services.

  • Family-owned businesses preparing for the next-generation, professional management, or sale.

If your business doesn't fit cleanly into these categories but the pain sounds familiar, send a note. It’s worth a conversation.

Who I work with

client success story