Independent operational reviews, growth planning and hands-on advisory. We work alongside your team, fix the things that actually move the needle, and stay until the change sticks.
Fixed-scope pricing · exact quote before anything starts · US-based, nationwide. Already with us? Log in →
Every business hits a point where the way things have always been done stops being good enough for where it needs to go. CMB Core is built for those moments — when you need an experienced, objective pair of eyes on how the business actually runs.
We work with founders, directors and management teams to look honestly at operations, cost base, processes and growth blockers — then turn that into a clear, prioritized plan you can act on. No 100-page report that gathers dust; we stay involved until the changes are embedded.
Tap the deliverables you’re interested in — we’ll shape a quote around exactly what you pick.
A long-term plan grounded in your numbers and your market — not generic best practice.
An honest look at how work flows through the business, and where it stalls.
Workflow analysis that removes friction, duplication and wasted spend.
Budgeting, forecasting and a cost base that scales with you.
The right metrics, tracked properly, so decisions are based on fact.
Structure, roles and governance that fit where the business is heading.
Hands-on coordination to make sure plans actually get delivered.
Experienced leadership in the room when you need it, for as long as you need it.
Fixed-scope packages with clear, upfront pricing. You’ll always get an exact, itemised quote in your portal before anything starts.
An independent look at how your business runs — operations, processes and growth blockers — with a prioritized action plan.
An independent picture of what is slowing the business, with a prioritized plan to fix it.
Exact quote before you pay · nothing starts until you approve.
An experienced operator alongside your team every month — strategy sessions, financial review, governance support, and hands-on problem-solving as you need it.
A senior sounding-board and a steady hand on the numbers, without a full-time hire.
Exact quote before you pay · nothing starts until you approve.
Prefer to pick and choose? Here’s a sample of what you can brief through the portal — indicative prices shown, exact quote confirmed before any work begins.
The best results come from joining the dots across the divisions — one team, one portal, one bill.
A clear, four-step rhythm from first conversation to delivered result.
We get under the skin of how the business runs today — interviews, data and a hard look at operations.
You get clear findings and a prioritized 90-day action plan — what to fix first, and why.
We roll up our sleeves and help deliver the changes, not just recommend them.
We come back, measure what changed, and make sure the improvements stick.
Brief us through your secure portal — we’ll come back with a clear, itemised quote — we aim for one business day.
Both — but the delivery is the point. We produce clear findings and a prioritized plan, then stay involved to help implement the changes and review whether they worked.
A Business Review typically kicks off within a week of your brief. For retained advisory, we agree a start date and rhythm that suits your team.
Both. The approach scales — from a focused review for an owner-managed business to ongoing advisory for a full management team.
Yes. We complement your accountant, lawyer and internal team rather than replace them — we’re there to add capacity and an objective view.
The most common outcome is identifying one or two structural inefficiencies that, once fixed, free up material time or cost. Our clients typically find savings or process gains worth several multiples of the engagement fee — and because we work to a fixed scope, you know the cost before you start.
A part-time hire is ongoing overhead and takes months to onboard. We run a fixed-scope engagement, deliver clear recommendations, and you choose what to implement and when. We’re also independent — we have no incentive to make you dependent on us beyond the project.
Diagnose, design, deliver, iterate. Our US advisory work respects local context — employment, finance, governance, and operations all work differently here. We build that understanding in from day one rather than importing a one-size-fits-all model.
Document review (P&L, org chart, process docs, systems list). Interviews with founders, managers, and selected staff. Issue mapping with root-cause analysis.
Issues ranked by impact, effort, and dependency. Quick wins split out from structural work. Written diagnostic report delivered.
Specific recommendations with costs, timelines, dependencies, and owners. Alternatives considered. Written plan you can act on without us.
Optional hands-on implementation support, governance check-ins, or quarterly reviews. You choose the level of ongoing involvement.
Documented diagnosis, prioritized action plan, financial model and dashboard. Everything in editable form that survives the engagement.
20–60 page report covering findings, root causes, prioritized recommendations, costs, timelines, and dependencies. Editable Word and PDF.
Three-statement model with scenarios. Built in Excel, so your CPA can extend it. Assumptions kept separate, so you can edit them.
Operational dashboard built on your existing tools (Sheets, Power BI, Looker). No new software required.
Anonymized examples of recent Core engagements. We have disguised each client’s sector and scale but kept the structure and outcomes accurate.
Six-week engagement. Process mapping across the client lifecycle, bottleneck analysis, recommendation set covering staffing, tooling, and approvals.
Three-month engagement covering financial model build, monthly governance pack, KPI dashboard, and quarterly board pack template.
Eight-month engagement preparing the business for a US trade sale. Financial cleanup, governance documentation, customer concentration analysis, IP and IT due-diligence prep.
The results described come from specific client engagements and may not reflect typical outcomes. Individual results depend on business circumstances, market conditions, and scope. CM Beyer NA LLC makes no guarantee of specific results.
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