Identify
Business Information- Customer and product insight
- Social media scorecard
- Business analytics and reporting
- Information and data management
- Critical opportunities
- Data-driven business insight
Austin, Texas · Business consultancy
Proven strategy to improve and grow your business.
We work with business owners, investors and entrepreneurs who want to grow fast, using a proven three-phase system to reach and surpass their goals.
- PHASE 1IdentifyBusiness information and insight
- PHASE 2ImproveBusiness transformation
- PHASE 3ImplementTactics and technology
20+years helping businesses work efficiently and look better
$10M+in ecommerce sales grown from almost zero
30,000+ecommerce orders a day, on processes we built
$Bsin M&A, financing and commercial transactions closed
Our approach
One system, three phases
We work hand in hand with top management through each phase, from understanding the business to delivering solutions that produce growth right away.
Improve
Business Transformation- Business design
- Branding, presence and image
- Customer experience
- Operational efficiency
- Project management
- Business process design
Implement
Tactics and Technology- Technology implementation
- Digital and mobile solutions
- Cloud technology solutions
- AI implementation and process automation
- Growth strategies
- Increase business value
What we do
Our expertise
We deliver high quality, creative and thoughtful guidance. We help owners review strategic alternatives, evaluate new solutions and fix underperformance.
We combine deep industry knowledge with real execution experience: business launch, strategic growth, value building, restructuring, product launch, operational improvement, brand building, project management and exit planning. Our range of services lets us be your long-term partner as the business grows.
Business value creation
Identify risk, put internal controls in place, develop key people, protect market share, automate processes and clear due diligence red flags, so the business earns a higher valuation and more predictable revenue.
Exit planning
Evaluate exit scenarios and growth alternatives, prepare for sale, acquire businesses and secure capital. We help optimize the value of the transaction and stay hands-on through integration or transition.
Corporate restructuring
Calm, experienced help through financial distress: stabilize performance, build profitability practices, support management, negotiate with creditors and investors, and bring in capital when needed.
Branding and business image
Market research, customer feedback and trend analysis shape a branding strategy: name, logo and design, messaging, PR, web refresh, retail and office refresh, signage, alliances and sponsorships.
Project management
A steady hand that owns mission-critical projects day to day, from complex software rollouts to new market channels and reorganizations, with dependable oversight and timely reporting.
Interim management
Experienced leadership when executives leave, are away, or are stretched by strategic initiatives: general, financial, sales or operations management that keeps the business stable and accountable.
Track record
Projects we have completed
A sample of the work we have led for clients across a wide range of industries.
- Launching or re-launching a line of business or product
- Mission-critical systems implementations
- Vendor and systems analysis, vetting and selection
- Redesigning ecommerce systems and websites
- Staffing and training for new functions
- Cost realignment and balance sheet optimization
- Capital fundraising and securing growth capital
- M&A due diligence and post-merger integration
- Corporate restructuring and recapitalization
- Exiting a line of business
- Enterprise-wide technology refresh
- Taking a traditional manufacturer/wholesaler direct-to-consumer omnichannel
- International market and business presence expansion
- Interim CEO, COO, CTO, CIO
- Interim General Counsel, provided through elliott.law
About us
Insider experience at enterprise scale, built for growing businesses
Joanna Elliott
Operations, ecommerce, technology & AI implementation
Joanna is a business marketing and internet technology professional, human capital leader and creative director with 20 years of experience helping businesses and their people work efficiently and look better. She began as a scientist at a highly regarded technical consulting firm, then managed an internal technology team at Arthur Andersen and large-scale technology for IBM, national law firms and international retailers such as The Home Depot.
Her consulting practice has launched the marketing, ecommerce and online presence of boutiques, non-profits, law firms, fitness studios and specialty retailers. As Director of Business Operations, Ecommerce and Internet Solutions, she grew ecommerce sales from almost zero to more than $10 million while building the processes, technology, creative production and team to fulfill more than 30,000 orders a day.
Today, through Five Point Four Technologies, Joanna designs and builds AI platforms, including Scale Intelligence, a legal AI platform, and helps businesses put AI to work across their operations, from automating processes to building AI tools their teams use every day.
- B.Sc., University of Waterloo
- Arthur Andersen
- IBM
- The Home Depot
- Five Point Four Technologies Inc.
Brian Elliott
Corporate law, transactions, growth & AI implementation
Brian is an experienced corporate attorney and entrepreneurial business leader focused on growth and transformation. He started at Wachovia Bank Capital Markets, managing enterprise-wide regulatory reforms and leading the operational merger of multi-billion-dollar lines of business. He then spent a decade leading a family office private investment firm, investing in technology businesses, incubating start-ups and guiding a global portfolio.
Since then he has completed restructurings and turnarounds, resolved major disputes, built IP commercialization programs, and closed billions in M&A, financing and commercial transactions. His advisory work spans buy-side and sell-side M&A, joint ventures, brand licensing, technology commercialization, governance and international expansion.
Brian now helps businesses and professional firms adopt AI with confidence, pairing practical implementation with the governance, contracts and risk controls that responsible AI use requires.
- J.D., University of Miami
- University of Waterloo
- Harvard Business School, Disruptive Strategy
- Wachovia Capital Markets
- World Class
- Scale LLP
Contact us
Let's talk about your business.
Tell us where your business is today and where you want it to go. We will get back to you to set up a conversation.
Austin, Texas