Operating partners

Someone in your corner who's been in your seat.

Every Finnus client works with an operating partner on the Finnus team, with private equity and acquisitions experience. Yours knows your numbers, meets with you every month and holds you to the plan.

What your operating partner does

  1. Knows your numbers

    One partner who learns your business, so you never explain it from scratch.

  2. Prepares every meeting

    Reviews your board pack before you see it, so every meeting starts from the facts.

  3. Holds you to the plan

    Tracks every commitment, what was said and what happened, and brings it back to the table.

  4. Meets with you every month

    About an hour each month, and a 90-minute strategy session every quarter.

  5. Answers between meetings

    Ask anything, with answers within two business days.

Monthly board meeting · agendaNov · 60 min · sample
  1. 01Second install tech: the backlog is 3.4 weeks, close to the 3-week line. Decide now or wait
  2. 02Overdue: the Ridgeview handoff, due Sep 30
  3. 03Install margin: check the updated install price book
  4. 04Interviews with the two tech finalists

Board pack approved by MA

Who our operating partners are

  • Former operators who've run businesses day to day
  • Private equity operating partners
  • CFOs who've sat across the table from buyers and lenders
  • Owners who've built a business and sold it

Your record lives in Finnus, not in one person's head, so another partner can pick up with your full history.

When you need more

Hands-on help, at a fixed price.

Some work needs someone to do it with you: an owner transition, a pricing review, hiring a GM, getting ready for a sale. We take it on as a project, quoted up front and never billed by the hour. Board members get 20% off.

See projects

Meet an operating partner on an intro call.

Book an intro call