Clear direction for the decisions that shape your business.
Lakeside Priority Group works alongside owners and operators on strategy, operations, finance and growth — clear priorities, fixed scope, and a plan your team can actually execute.
One team for the decisions that keep you up at night.
Pricing, margins, hiring, process, systems, growth — most owners know roughly what's wrong but not what to do first. We help you sort that out, then help you do it.
Strategy & Growth
4–6 week engagementWhere the next dollar of growth actually comes from — positioning, pricing, and which markets or offers to stop chasing.
- Pricing and margin review
- 12-month growth plan
Operations & Process
4–8 week engagementWe map how work really moves through your business, find where it stalls, and rebuild the steps that cost you time and rework.
- Documented SOPs your team will use
- Tooling and automation review
Financial Clarity
Monthly advisoryKnow your numbers well enough to make decisions with them: cash flow you can forecast, budgets that hold, and reporting you'll read.
- 13-week cash flow forecast
- Job and product-level margins
Sales & Revenue Systems
6-week buildTurn a founder-dependent sales effort into a process: a clear pipeline, follow-up that happens, and numbers you can hold people to.
- CRM setup and pipeline design
- Quoting and follow-up cadence
Team & Leadership
Project or retainerRoles, accountability and the meetings that make a company run — so the business stops depending on you being in every room.
- Org design and role clarity
- Hiring plans and scorecards
Business Health Check
Two-week diagnosticNot sure where to start? A short, fixed-fee review of your finances, operations and market position, ending in a prioritized list.
- Written findings and priorities
- No obligation to continue
Plain answers, built on your numbers.
Consulting has a bad name for a reason: big decks, borrowed frameworks, nobody left to do the work. We scope tightly, work inside your business, and hand back something your team can run without us.
Advice built on your numbers, not a template
We start with what's actually happening in your business — the P&L, the workflow, the bottleneck everyone complains about — and work back to a short list of things worth changing first.
- Scoped before we startYou know the deliverables, the timeline and the fee before you sign anything.
- Built to be handed overEvery engagement ends with documentation your team owns and can maintain.
Make good advice available to ordinary businesses
Serious operating advice has mostly been priced for companies with a hundred million in revenue. Our mission is to bring the same rigor to owner-led businesses, at a scope and fee that make sense.
- One advisor, start to finishThe person on your discovery call is the person doing the work.
- Plain language, alwaysIf a recommendation needs a glossary, we haven't explained it properly yet.
Businesses that don't depend on one person holding it together
The goal isn't a longer retainer. It's a company with clear numbers, documented process and a team that knows what good looks like — one that keeps running well after the engagement ends.
- Owners who get their time backSystems that let you work on the business instead of inside every job.
- Decisions made with evidenceReporting that tells you what happened and what to do about it.
Four steps from first call to change on the ground.
No long procurement process. A conversation, a look at the real numbers, a plan you approve, and then the work.
Talk it through
A free 30-minute call about what's working, what isn't, and whether we're the right fit.
Look under the hood
We review your financials, processes and market position, and talk to the people doing the work.
Agree the plan
You get a short, prioritized roadmap with owners, dates and expected impact — and you approve it before anything moves.
Do the work together
We stay in it with your team through rollout — weekly check-ins, real deliverables, no disappearing after the report.
Operators, not slide-makers.
You get the advisor you met, not a junior analyst learning on your business.
Deliverables and price agreed up front. No open-ended hourly billing, no surprises.
Models, SOPs, templates and dashboards are yours to keep and maintain.
Start with a two-week diagnostic. If it isn't useful, you owe us nothing further.
Every engagement runs under an NDA before we look at a single statement.
We work with businesses where the owner is still close to the work — not Fortune 500 committees.
What changed after we worked together.
"We were booked solid and still short on cash every month. They walked our jobs, rebuilt how we quote, and showed me which work to stop taking. First honest look at the numbers I'd had in years."
"Every decision ran through me. Six weeks later we had roles written down, a real weekly meeting and a manager who could run the shop. I took my first full week off in four years."
"The cash forecast alone paid for the engagement. I know what next quarter looks like before it arrives, and the reporting is simple enough that I actually open it on Monday mornings."
Frequently asked questions
With a free 30-minute call. If it looks like a fit, we'll propose a scope — usually a two-week diagnostic or a defined project — with the deliverables, timeline and fee written down before you commit to anything.
Mostly owner-led companies with a handful to a few hundred employees, across services, trades, retail and light manufacturing. If we're not the right fit, we'll say so on the first call and point you somewhere better.
Projects are quoted as a fixed fee based on scope, and ongoing advisory runs as a flat monthly retainer. You'll have the number in writing before work starts. We don't bill open-ended hours.
No. The findings are the beginning. Most engagements include implementation support — building the model, writing the process, training the team — and everything we create belongs to you.
Yes. We sign a mutual NDA before reviewing any financial or operational information, and we never name a client publicly without written permission.
Let's talk about your business.
Tell us what's going on and an advisor will get back to you — usually within a couple of hours during business hours.
- Free 30-minute callNo cost, no obligation, no pitch deck.
- Confidential from the startNDA signed before we review anything.
- A straight answer on fitIf we can't help, we'll tell you who can.
Request received.
An advisor will reach out to schedule your call — usually within a couple of hours during business hours.