Provenance Ops
Fixed-Scope Sprint
Senior Operators
No Rip-and-Replace
Human-in-the-Loop
Engineered Exclusively For
Search FundsIndependent SponsorsHolding CompaniesFamily Offices
The Transition Reality

Diligence is clean.
Reality is messy.

You acquired a profitable business, but the actual operations rely on unwritten rules, isolated employee memory, and inbox-based task management.

On Paper

"The business has a predictable, recurring customer base and standardized procedures."

In Practice

Retention is driven by personal provider text messages. Scheduling recovery lives inside one coordinator's head. No system of record exists.

From Inherited Operations to Owner Command

Built for Owner Command

We don't just map processes. We build a readable command layer that surfaces exceptions and lets you approve them.

Living Operating Manuals

We document the unwritten rules so your operation doesn't depend on one person's memory.

Weekly Operator Briefs

A weekly memo that surfaces cash leaks, unresolved approvals, and anomalies—so you know what changed without chasing updates.

Targeted Automation

We deploy agents—like the Agentic CFO—that draft follow-ups and flag exceptions for your approval, so nothing sits in an inbox.

Trusted by Principals Across Operating Models

We work with search funds, independent sponsors, and family offices who need control fast.

Search Fund
Independent Sponsor
Family Office
Holding Company
Portfolio Operator

"For the first time since close, I can look at a weekly brief and know what changed without sending a single text."

Principal, Midwest Search Fund

"We tried traditional consultants. They gave us a deck. Provenance gave us a working system in 30 days."

Operator, Southeast HoldCo

"The scheduling logic lived in one person's head for 12 years. Now it's documented and executable."

CEO, Field Services Platform

Fixed-Scope Deployment

The 30-Day Sprint

A fixed-scope engagement. We build the Operating Map and deploy your first exception agent in 30 days.

Review 30-Day Sprint

Sprint Artifacts

  • Structured Operating Map
  • Living SOP Manual
  • Key-Person Dependency Map
  • Weekly Operator Brief
  • Live Exception Automation
  • Priority Roadmap

Common Questions

How is this different from a fractional CFO or operations consultant?

We deliver a working operating system, not recommendations. You get documented workflows, a weekly brief, and one deployed automation in 30 days.

Do we need to replace our ERP or accounting software?

No. We overlay intelligence on top of your existing stack. We capture what your systems cannot see: tribal knowledge, informal approvals, and exception handling.

What happens after the 30-day sprint?

You keep the operating layer: the Weekly Operator Brief, the documented workflows, and the exception agents. Most clients expand the automation scope in month two.

Who on your team actually does the work?

Senior transition operators lead every sprint. We do not hand you to junior analysts.

What types of businesses are the best fit?

Operationally dense service businesses, field services, niche distribution, and specialty healthcare with $5M-$20M EBITDA and 15-100 employees.