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Small Business Founder Succession

Master Machinist and Artisan, Craig Jackson, founded his CNC shop to fill a void in the market - to be the reliable precision machining company he could never find. After several years of building his business and turning a profit, Craig and his investment team brought us in to design an operational foundation upon which his company could scale.

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The Realization

During our work together, Craig realized that his role as a founder needed to evolve in order to accompany the next phase of his company’s growth. We had the honor of partnering with Craig along his founder journey to form the organization’s first leadership team, hire a second-in-command General Manager, and transition Craig’s focus to a higher level of strategy so that he can transform his shop into the business that he’s always dreamed it could be

The Impact

Services:

  • Succession Planning

  • Leadership Team Formation

  • Executive Recruiting & Onboarding

After 12 months of thoughtful resource and succession planning, Craig’s business now has a foundational group of leaders who function autonomously to deliver exceptional results to the customers they serve. With the peace of mind of having a skilled General Manager to execute the organization’s strategic goals, along with a reliable leadership team to manage day-to-day operations, Craig is now freed up to focus on the long-term vision for his business (and take those long-overdue vacations with his wife without worrying about the phone ringing!).

The Success

"I engaged with Meg during the critical phase of hiring Machine Time's first General Manager. She not only spearheaded the recruitment process but also played a key role in onboarding and equipping me with the knowledge and tools necessary to navigate the company's culture and operations.

 Meg was instrumental in tackling the organizational vacuum at Machine Time. We lacked essential departments like Human Resources, Finance, Environmental Health and Safety, and Operations Management. Her initiative was pivotal in organizing the chaos.

 Meg's organizational prowess laid a robust groundwork for our leadership and team development. The structured training and routine management processes she implemented have become a staple in our daily operations, fostering a culture of continuous creation and improvement.

 Initially, I was skeptical about the practicality of consulting services, which often seemed entrenched in theory rather than actionable strategies. However, Meg's hands-on approach and tangible frameworks dispelled these doubts, showcasing the real-world effectiveness of her expertise."

– Ramon Romero, General Manager

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EMBEDDED LEADERSHIP WITH CLEAR OUTCOMES

Get the power of an Integrator in your corner

You need a skilled operator for a specific transition, initiative, or gap in coverage. Meg steps in with a defined scope, delivers the outcome, and transitions cleanly — with the operational depth and EOS fluency to earn your team’s trust quickly.

Every engagement starts with an honest assessment of where your organization is, where the gaps are, and what sequence of work will produce the fastest, most durable results.

  • Organizational assessment and gap analysis

  • Accountability structure, role clarity, and scorecard development

  • Meeting cadence design and facilitation support

  • EOS tool implementation and operating system reinforcement

  • V/I partnership and strategic alignment support

  • Leadership team development and people accountability

  • Organizational restructuring

  • Due diligence or operational assessment for acquisition or investment

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Ready to take your business
to the next level?

Tell us where your business is and what you’re working toward. ThIS conversation is a genuine two-way exchange—a chance to ask questions, share context, and determine together whether this engagement is the right fit right now.