The key to operations that actually work.
Independent advisors on the owner’s side of every contract. We diagnose, design, and stay through implementation until the business runs on its own.
Three principles that govern every Clavis engagement.
Diagnostic-First
Every engagement begins with a structured assessment across seven operational dimensions. No templated playbooks. No generic advice.
Implementation Through Completion
We don’t hand off a report and leave. We stay embedded with your team through execution until results are fully operational.
Owner-Operator Perspective
Led by an active business owner. Every recommendation is filtered through the lens of someone who has to live with the results.
Two practices. One integrated approach.
Owner’s Representation & Development Advisory on one side. Operations & Strategic Advisory on the other. Every engagement begins with a structured diagnostic and is delivered through completion.
Development & Construction Advisory
Owner’s representation across the full project lifecycle — due diligence, design management, pre-construction, construction management, and closeout. We sit on the owner’s side of every contract, every drawing set, every pay application.
Lender Services
Independent third-party construction monitoring for banks, credit unions, and private lenders financing construction projects. We protect the lender’s position through document review, draw inspections, and project-risk reporting — on behalf of the institution, never the developer.
Real Estate Advisory
Two tracks under one roof. Operational: property management workflow, vendor coordination, maintenance and compliance systems. Development: feasibility, site selection support, entitlement strategy, and pre-development planning.
Operations Consulting
We map your actual workflows — not the ones in your training manual — to find where time, money, and quality leak out. Then we redesign the processes with the biggest operational impact.
Strategic & Management Consulting
Vision translated into a concrete growth plan with clear priorities, milestones, and the leadership structure to execute it — so the founder stops being the bottleneck and the org can scale without losing control.
Implementation Support
Recommendations only matter if they get implemented. We stay embedded with your team — managing rollouts, training your people, tracking adoption, and adjusting when reality doesn’t match the model.
Start with the Diagnostic.
Whether you’re building, operating, or scaling — every engagement begins with a structured diagnostic. We assess your project, portfolio, or operation across the dimensions that matter, then build a clear, prioritized plan.
Request the DiagnosticSeven dimensions. One method.
Across every engagement, we assess the business along seven operational dimensions — the system underneath the day-to-day. The same framework applies whether the question is construction, property operations, or strategic growth.
Discovery & Intake
Structured interviews with owners and key team members to map current operations, pain points, and goals.
Operational Assessment
Systematic evaluation across seven diagnostic dimensions with standardized scoring and benchmarking.
Analysis & Recommendations
Findings synthesized into a written dossier with prioritized, phased recommendations and expected impact.
Roadmap & Implementation
Actionable plan with milestones, team assignments, measurable progress metrics, and hands-on execution support.
Most advisors sell experience. We deliver a method.
Traditional Owner’s Rep
What you typically get
- Pattern-matched advice from past projects
- Standard process applied to your situation
- Report delivered, engagement ends
- Owner left to implement alone
- Generic playbooks regardless of business model
Clavis Advisory
What you get from us
- Structured diagnostic across seven dimensions
- Method tailored to your specific operation
- Embedded execution through completion
- Adoption tracked and adjusted in real time
- Owner-operator lens applied to every decision
Operationally intensive businesses where stakes are personal.
Cross-sector expertise. The same diagnostic discipline applied to construction, real estate, hospitality, and creative industries.
Six differentiators built into every engagement.
Owner-Operator Focus
Every recommendation is filtered through the lens of an owner who has to live with the results. The stakes are personal.
Diagnostic-First Approach
We assess before we advise. No pre-packaged solutions applied without understanding your specific situation.
Implementation Through Completion
We don’t hand off a report and leave. We stay through execution until results are embedded and your team owns the new processes.
Multi-Sector Expertise
Cross-sector experience surfaces insights single-industry consultants miss. Patterns in F&B inform real estate.
Measurable Outcomes
Every engagement is designed to produce clear, quantifiable improvements. We define success metrics upfront and track them.
Confidential & Independent
No affiliations, no product sales, no conflicts of interest. Just objective operational guidance from advisors with nothing to sell but their expertise.
Ready to find the key to what’s actually slowing you down?
Book a complimentary 30-minute consultation. We’ll discuss where your business is today, identify the areas with the highest improvement potential, and outline what a diagnostic engagement would look like.
No pitch decks. No pressure. Just a focused conversation.
Book Your Free Consultation