Who it's for

If you run the business, this is built for you.

The Aperture Method is built for established privately held businesses doing roughly $5 million to $20 million in revenue: large enough that the decisions carry real money, and rarely large enough to have built a finance and strategy function to inform them.

You already know your business better than any outsider will. This is about seeing the whole of it at once, in plain language, senior-led, and done for you.

The context

You are not an edge case. You are most of the economy.

Privately held businesses are not a niche the professional firms have chosen to skip because it is small. On the federal government's own count, they are the larger part of American commerce, and the advisory market is simply built around the other part.

36.2 million
small businesses operating in the United States
99.9%
of all American firms
62.3 million
people employed by them
43.5%
of gross domestic product

Source: U.S. Small Business Administration, Office of Advocacy, Frequently Asked Questions About Small Business, 2026. Latest available data: 2022.

They employ 45.9% of private-sector employees and account for 38.7% of private-sector payroll, some $3.5 trillion. None of which makes all 36.2 million of them a fit for this firm, and we do not pretend otherwise. The Aperture Method is built for a narrow slice of that number: established businesses at roughly $5 million to $20 million.

The full picture, with every figure sourced

The position you are in

You have the business. What you may not have is the department that reads it.

An established business between $5 million and $20 million sits in a specific place: past the point where instinct alone covers every decision, and short of the point where a finance and strategy function pays for itself in headcount.

What you have already built

  • Employees, and the payroll to prove it
  • Customers, and years of history with them
  • Financial statements and an operating record
  • Multiple products, services or locations
  • Vendors, supply chains and real logistics
  • Processes and systems that work
  • More business data than anyone has time to read

What almost nobody has at this size

  • A chief financial officer
  • A chief strategy officer
  • Financial planning and analysis
  • Business intelligence staff or data scientists
  • Dedicated market analysts
  • Integrated dashboards and KPI systems
  • Formal strategic planning resources

That is not a gap in how the business is run. It is a gap in what a business this size can reasonably justify hiring for.

What you're here to do

You came for one of these, probably a few.

Pick a goal and take the quick self-check. Every question you can't answer is an insight we can give you.

Know exactly where you stand

An honest, outside read of the whole business, and the single thing holding it back.

Business X-Ray™

Find your real profit

Cut past revenue to the truth: what makes money and what quietly loses it, by product, customer, channel, and location.

Aperture Analytics™

Understand your customers

See who's most valuable, who's about to leave, and who's ready to buy more.

Aperture Intelligence™

Map your market

Demand, competitors, and the white space around you, on a real map, not a hunch.

Intelligence · GIS

Take market share

Find the openings your competitors are missing, and the plan to win them.

Aperture Compass™

Plan your next move

Model it before you commit: a new location, a key hire, a price change, a new line.

Analytics · Compass

Grow with confidence

Run the plan against a living scoreboard that shows what's working in real time.

Aperture Atlas™

Get ready to sell or raise

Clean numbers, a story you can defend, and a value you can prove to a buyer or lender.

Analytics · Intelligence

Put AI to work

Add AI where it actually earns its place, with a person in the loop and models that stay yours.

AI, without the black box

Wherever you are

You don't have to start at the beginning.

Most clients begin with a Business X-Ray, then choose how far to go. Every step is senior-led and phase-gated; you decide whether to continue. Start where it hurts most:

“I just want the truth about my business.”

Start with a Business X-Ray, a fixed-fee diagnostic that names your #1 constraint.

“I need the numbers behind a big decision.”

Analytics turns the data you already have into a clear picture of profit and risk.

“I need to understand my market and customers.”

Intelligence maps who your customers are and where the next ones are.

“I know the goal; I need the plan and a way to track it.”

Compass sets the direction; Atlas keeps it live on a scoreboard you own.

The right fit

The businesses we do our best work with.

Owner-run and founder-led

The person who makes the calls is still in the building. Decisions happen fast, and they matter.

Real operations, real data

Roughly $5M to $20M in revenue, usually with more than one location or territory. You already generate data, even if it's messy. Smaller than that, the Aperture Snapshot is the way in.

Any industry

Retail, professional services, healthcare practices, manufacturing, trades, distribution, and plenty we haven't listed. We don't sort clients by sector, because the constraint holding a business back rarely cares what the business sells.

Ready to act

You don't want a report that gathers dust. You want to know what to do, and then do it.

Straight talk: if you're looking only for the cheapest dashboard, or a deck to raise money without the substance behind it, we're probably not your best fit. If you want to genuinely understand your business and grow it, we are.

Not sure if it's you?

Start with a Business X-Ray™, and find out.

A fixed-fee, senior-led diagnostic that reads your whole business, names your #1 constraint, and shows exactly which next steps will move the needle. No obligation to go further.