Since 2005, we have a history of helping others achieve what they didn’t think they could. We do this by not telling you what you want to hear, but often helping you understand what you need to hear. We are a reality check, validating what you think you know, and identifying what you need to do next.
About CoPilot
Copilot supports business leaders as they begin to grow, both in staff, revenue and market size. We bring proven process and measurements.
You may not have a COO nor even need one full time. CoPilot does what is in our name, we help do and see the things that maybe you can’t. We ensure a level of detail that gives you the confidence to know you are on the right path.
We shortcut your roadmap to success, getting to your goals faster, less cost and less pain.
Our value is having you control your destiny but you always know we are there to guide you, doing the work alongside you and your team. To enable you through direct involvement, but mitigate the risks of doing something metaphorically dangerous by yourself.
The Goal
The goal of our engagement is a positive, measureable, P&L impacting result, as that is the point of engaging in it. Success comes from humans being engaged, not in theory, but in practice; being lead by experienced consultants who know what, when and how to get things done. That is the goal, win-win; on time, low stress, high value.
Our Teams
Each of our clients is aligned with an executive COO/CFO who has expertise in your industry to guide the process, but critically align it with success for all levels and locations of your organization.
Our teams consist of a project manager who is the organizer of all things. Planning and scheduling the pace of success, running the necessary collaboration to validate assumptions into facts, and communicate regularly to build and maintain confidence in the plan. Project dependent, we bring in legal, financial, technical and specific industry expertise.
”You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right.
Warren BuffetOracle of Omaha
”Our Business is really simple. When you look at deal and its structure looks like an octopus or a spider, just don't do it.
Timothy SloanCFO Wells Fargo
Our Services
Optimize, Tune Up
Find & Filter
Ask & Verify
Plan & Execute
We often align M&A activity with dating; finding the right company, spending time to get to know them, and then coming together to create something better than you were before. It is the essence of M&A, but often forgotten.
”Go for a business that any idiot can run - because sooner or later, any idiot probably is going to run it
Peter LynchBusinessman and stock investor
”I have never cared what something costs; I care what it's worth.
Ari EmanuelTalent Agent
TuneUp & Selling Your Business
CoPilot helps you do an internal evaluation and identifies those things going well and those things you need to fix, with a specific action to get it done. All of which drives your valuation higher, speeds the process and mitigates problems; the trifecta of good deal making.
”As you travel down life’s highway…whatever be your goal, you cannot sell a doughnut without acknowledging the hole.
Harold J. ShaylerLegendary Sales Guru
”“Dealmaking [is] a profession unto itself – the world’s highest paying profession. Things don’t just fall into place by accident. A good dealmaker understands that it’s his job to finesse things into place.”
AnonymousUnknown Smart Person
”If I had to run a company on three measures, those measures would be customer satisfaction, employee satisfaction and cash flow.
Jack WelchGE CEO / Guru
Buying a Business
CoPilot is right there with you, defining the approach, finding, filtering and acting as the extension of your plan. We know the process, the pitfalls and how to mitigate your risks. This is the time to do it right, validating assumptions, documenting details now, saves a failed deal or worse, failed business later.
”The safest way to double your money is to fold it over once and put it in your pocket
Frank McKinney HubbardCartoonist, Humorist and Journalist
”Explain the value and justify the cost - People don’t mind paying; they just don’t like to overpay.
Chris MurraySelling with EASE
Understanding the Acquisition Curve

A KPMG study indicates that 83% of merger deals did not boost shareholder returns. It can be avoided, just need to be proactive with the right team, with the right experienced aligned with true success, not just getting the deal done.
”When you see a merger between two giants in a declining industry, it can look like the financial version of a couple having a baby to save a marriage.
Adam DavidsonCo-Founder NPR Planet Money
”Every single time you make a merger, somebody is losing his identity. And saying something different is just rubbish.
Carlos GhosnBrazillian Businessman
Schedule an Appointment
”Contact Us and we'll get back to you for an initial consultation. We'd like to talk about your goals, timeline and concerns with buying or selling. We've been in your shoes, let us help you know what we know, avoid mistakes, solidify your plan and jumpstart your future.
Dave ArmstrongCoPilot Founder & Managing Partner