How Rooney Advisors helps
Find what is costing you. Fix what matters. Prove the improvement lasts.
Each engagement stands on its own. Start with a focused look at profit, risk and owner dependence. Continue only when the findings support the next step.
14-Day Operational Transferability Diagnostic
Find where profit, risk and important work are concentrated, then decide what deserves action first.
What Shane does
- Agree the decision, boundary, participants, and evidence required
- Interview selected people
- Review operating evidence
- Map dependencies and score seven dimensions
What you receive
Transferability scorecard, dependency map, evidence-confidence assessment, priority findings, and a sequenced 90-day roadmap.
90-Day Transferability Sprint
Implement the few changes most likely to increase profit, reduce risk and make the business less dependent on particular people.
What Shane does
- Select the few changes that matter
- Assign accountable and receiving owners
- Clarify authority, escalation, and backups
- Strengthen material external relationships, commercial terms, or margin controls when the evidence shows exposure
- Build and run the new operating routines
What you receive
Implemented operating changes, assigned accountability, management routines, updated evidence register, and a test-ready operating design.
Transferability Test and Evidence Pack
Test whether the improvements work through real decisions, handoffs and normal business pressure.
Possible tests
- Planned owner or seller absence
- Live decision-authority test
- Critical workflow and exception test
- Relationship handoff verification
Core outputs
Test plan, observed results, re-scored dimensions, residual-risk register, and an organized evidence pack showing what works and what remains unproven.
Profit and Business Continuity
Lower ongoing costs and protect margin while making important customer, supplier, partner, contract and platform relationships resilient beyond one person.
When it applies
- Commercial terms or renewals depend on owner-held knowledge
- A critical customer, provider, channel, platform, or outside partner has no credible second relationship owner
- Margin leakage is visible but its causes, decisions, and follow-through are not governed
- The company lacks practical alternatives or contingency plans for a material outside dependency
Role clarity
Your specialists keep their roles.
- Brokers lead buyer sourcing and transaction execution
- Financial specialists lead valuation and quality of earnings
- Attorneys, tax advisors, accountants, and lenders lead their work
- Operating documentation stays tied to decisions and execution
- Evidence supports the next decision while outcomes remain uncertain
A practical next step
What would make your business better to own?
Bring the situation. Leave with a clearer view of what is costing you, what is creating risk and what to do next.