Thinking About Selling, Buying, Growing, or Improving a Business?
Operational Improvements & AI Integration Services
Increase Efficiency, Decrease Costs and Increase Profitability
Not every business is ready to sell just because the owner is ready to retire.
If your valuation came in lower than expected, we can help you make improvements over time to increase the value of your business so that it is more attractive to buyers and commands a higher price.
We are Accredited by the Association of Accredited Small Business Consultants, we have all the knowledge and tools needed to improve operational efficiency and maximize profits.
Plus...
Everyone’s talking about AI — but here’s what most small business owners don’t realize:
Integrating AI into your business is easier than you think. It can save you time, cut costs on repetitive tasks, and even increase the value of your business by modernizing how it runs.
As part of our advisory services we provide AI consultations and recommendations on the best AI tools for your business. We have been using AI since December 2024 and offer AI integration for small businesses.
We’ll handle the setup, do all the heavy lifting, and train your team so it’s simple to use. Whether you’re looking to fill staffing gaps, reduce admin overload, run leaner or grow, we’ll review your current workflows and recommend AI tools tailored to your specific needs.
AI Integration Services for Small Business Owners:
1.
AI Efficiency Audit
A one-time review of current operations with AI use cases highlighted.
Deliverable: Report showing:
- Repetitive tasks suitable for automation
- Recommendations (email handling, scheduling, customer service, etc.)
- Estimated time/cost savings
Ideal For: Owners overwhelmed with admin who need guidance on what AI can do for them.
2.
AI-Enhanced SOP Development
Create or update Standard Operating Procedures using AI tools to streamline workflows.
Use AI for:
- Writing procedures
- Setting up checklists
- Automating recurring steps
Ideal For: Businesses preparing for sale or trying to grow and reduce owner dependency.
3.
Customer Touchpoint Automation
Set up AI-powered communication systems.
Examples:
- Chatbots for websites
- AI-generated follow-up emails
- Appointment reminders or CRM integration
Ideal For: Service businesses that lose leads through slow responses.
4.
Marketing Content Engine
Build a system to help the business produce weekly content using AI.
Setup Includes:
- Custom GPT prompts for blog, email, or social media
- Canva + ChatGPT workflow templates
- Training to use tools like Descript or Submagic
Ideal For: Local businesses struggling to stay visible online.
5.
AI-Driven Financial Insights
Plug AI into financial systems (QuickBooks, spreadsheets) for better reporting.
Features:
- Cash flow forecasting
- Profitability insights
- Inventory reordering prompts
Ideal For: Owners unsure how to use financials for decision-making.
6.
Hiring & Training Assistance
Help to use AI for:
- Writing job ads
- Screening candidates
- Creating onboarding/training manuals
Ideal For: Shops or service businesses constantly hiring juniors or seasonal help.
7.
AI Setup Package
Full done-for-you setup. We install, configure, and train the team on:
- ChatGPT workflows
- Zapier automation
- Notion or Trello with AI
Bonus: We can tie this into valuation — improve processes before sale.
Packages offered - contact us for pricing.
- Starter: AI Audit + 1 Implemenation + Training
- Booster: AI Audit + 3 Implementations + Training
- Concierge: Full done-for-you AI upgrade across the business