THE METHOD
Your whole business, run as one system.
I look at your entire company — not one piece, all of them. Nine areas that, once they're in order and talking to each other, make the business run without depending on you remembering everything.
And because an owner's business and life don't really split apart, the method also orders 15 personal areas — from your finances to your health. That's the Family Office view: I run your business and look after your personal wealth.
YOUR BUSINESS · 9 AREAS
The 9 areas of your business
Each area puts one layer of the business in order. No rigid sequence required: we start where it hurts most and sort out the rest.
Business Model
The logic by which your business makes money: who you sell to, what you promise, how you charge, what it costs to deliver, and whether you actually keep a margin at the end of the month.
Products & Services
Exactly what you sell, what each thing costs, and how every product or service in your catalog is born, lives, and gets retired.
Legal & Operations
The legal, corporate, accounting, tax and trademark floor: your paperwork complete, current and ready for a bank, an investor or an audit. I organize the information; I don't replace your lawyer or accountant.
Brand & Marketing
Who your brand is and for whom, how it looks and sounds, what it publishes and how it's promoted. The brand as a business asset and campaigns with a process, not improvisation.
Digital Ecosystem
How your systems connect: management, website, online store, CRM, payments, analytics and data. A single source of truth, every system documented and under control.
Offices & Spaces
Your operating base, physical and virtual: stores, warehouses and offices, plus the team's internal tools (access, files, communication, routines). So the day-to-day runs without depending on one person.
People & Team
Who does the work and under what rules. A lean team: a small core that leads, people who execute, and outside specialists for the deep and one-off work. Neither a bloated structure nor you doing everything.
AI Governance
How your business uses artificial intelligence safely and under control: what it does, what it can resolve on its own and what always goes through human eyes, with which data and within which limits.
Business & Brand Equity
What your company is worth — net of debt — and which assets make it up: brand, methodology, client base, intellectual property. Your valuation live, not a snapshot you scramble to build when an investor shows up.
THE PROGRAMS
Same coverage, different depth
The 4 programs work all 9 areas of your business, always. What changes is the depth we go into each one.
Launch
We build the base of the 9 areas from scratch, until the business is in order and running.
Scale
We assume the base is in place and focus on improving and readjusting what you already have, to grow without breaking what works.
YOUR LIFE · 15 AREAS
And, if you want, the 15 of your life
The same method, for what's yours. From your finances and wealth to your health, your family and your projects. This is the Family Office part: I order your life with the same standard as your business.
My Home
Properties, vehicles, services, maintenance and providers, all in one place.
My Family
The family core: each member, their data and documents, the dates that matter.
My Health
Your health and your family's: coverage, medical history, tests and prevention, ready for an emergency.
My Personal Growth
Your life goals, your habits, and a dashboard of how you're doing in each area.
My Studies
Your education as an asset: degrees, courses, certifications and languages, always current.
My Spirituality
Your framework of values, your practices and meaningful commitments, kept up on purpose.
My Personal Legal
Your legal life: identity, powers of attorney, succession and personal contracts, at hand and current.
My Personal Finances
The flow of your money: what comes in, what goes out, what you owe and what you save each month.
My Wealth
The stock of what's yours: personal assets and liabilities, your real net worth, ready for taxes.
My Network
Your network as a system: each person, their bond and when to reach out again. A personal CRM.
My Public Reputation
How you show up in the world: your profiles, the mentions, and what you choose to expose.
My Personal Projects
Your life projects with structure: goal, milestones, tasks and tracking.
My Story & Memory
What tells who you are and what you want to pass on: milestones, memories, stories and legacy.
My Sports
Your physical activity: disciplines, routine, gear, events and progress.
My Travel
Everything about traveling: documents, loyalty programs, preferences, history and planning.
LET'S START
Where is your business weakest?
30 minutes to look at your areas together and tell you where to start. No runaround.