Operational Strategy Partner
Monument Strategy Group finds where profit is being lost in companies between $2M and $30M in revenue — then stays on until the strategy actually works.
"I wish we had done this sooner." — clients, consistently.
The Problem
Most companies between $2M and $30M in revenue are leaving money on the table — and they don't know exactly where or how much.
Vendors are being overpaid. Overhead has crept up unchecked. Operational processes are creating invisible drag. Spend that made sense at $2M is quietly killing margin at $15M.
Founders and leadership teams are too close to it — and too busy running the company — to step back and see where the real losses are hiding.
A full-time hire isn't the answer. A consulting report that sits on a shelf isn't either. What you need is someone who can find the money, build the strategy to recover it, and stay in the room until it actually happens.
What We Do
Monument Strategy Group serves as your Operational Strategy Partner — an embedded senior advisor who audits your financials, identifies where profit is being lost, builds a clear strategy to recover it, and stays on through implementation to make sure the plan translates into real results.
Deep P&L review to identify waste, inefficiency, and misallocated spend. We find exactly where money is being lost and quantify the opportunity.
A prioritized roadmap to recover margin and build sustainable operational efficiency — ranked by ROI, with clear recommendations on what to fix first.
We stay on as your embedded partner to drive execution and hold the plan accountable. We work with your leadership — not around them.
Our Services
A structured deep dive into your P&L, vendor spend, overhead, and operational costs. We identify where money is being wasted, benchmark against industry norms, and deliver a prioritized roadmap ranked by ROI.
Schedule a call →Monument stays on as your embedded Operational Strategy Partner. We work alongside your leadership team to drive implementation, track results against a baseline, and ensure improvements translate to real margin.
Schedule a call →A time-boxed, outcome-focused engagement targeting one critical problem — renegotiating vendor contracts, restructuring overhead, or building financial infrastructure for a growth phase.
Schedule a call →How It Works
A 30-minute conversation to understand your business, your goals, and where you believe money is being lost. No pitch — just listening. If we're a fit, we move to a diagnostic.
We conduct The Profit Diagnostic — a structured 2–4 week audit of your P&L, vendor relationships, overhead structure, and operational spend. We identify exactly where money is being lost and quantify the opportunity.
We build a prioritized strategy — specific initiatives ranked by impact, effort, and ROI. Quick wins that generate immediate margin improvement alongside structural changes for long-term efficiency. You approve the plan before anything is executed.
We stay on as your Operational Strategy Partner to drive execution alongside your team. We track progress against a financial baseline, report on savings recovered, and adjust the strategy as real-world results come in. The engagement ends when the work is done — not on an arbitrary timeline.
Our Team
Co-Founder & Partner
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Co-Founder & Partner
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FAQ
Is the investment worth it for a business our size?
Monument anchors fees to value, not hours. If an engagement surfaces $300K in recoverable profit, the fee is not the number to optimize on. We offer 50% upfront payment on all project-based work, and annual retainer commitments receive a 10% discount.
How much of our team's time does this require?
Minimal. We work alongside your leadership — not around them — and we do the heavy lifting. For the Profit Diagnostic, expect focused sessions rather than constant involvement. For ongoing partnerships, we set a working cadence that fits your schedule.
How do you handle confidentiality?
Strictly. All engagements are governed by a Master Services Agreement and Statement of Work. Monument Strategy Group carries professional liability (E&O) insurance. Your financials, strategy, and business information stay private.
What's the realistic ROI?
It varies by business, but the Profit Diagnostic alone consistently surfaces recoverable margin opportunities that dwarf the engagement fee. We quantify every opportunity with ROI projections before you commit to implementation.
Do you take over management of our team?
No. Monument Strategy Group does not manage your team. We work with your leadership to drive change — not around them. Think of us as a senior strategic partner embedded alongside you, not a new layer of management.
How do we get started?
Book a complimentary 30-minute discovery call. We listen, share whether and how we can help, and if there's a fit, you receive a proposal within 5 business days.
Ready to Find the Money?
The most common thing we hear from clients at the end of an engagement is: "I wish we had done this sooner." The only question is how long you want to wait before doing something about it.
Book a Free Discovery Call30 minutes · No pitch · No pressure · Proposal within 5 business days if there's a fit