CoPilot is a M&A firm that will prepare you and your team to navigate buying a business or selling your business for maximum value. We are the COO and CFO you never thought you needed. You’ll see an immediate impact as we guide you around problems, with our focus on revenue and repeatable process execution.
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.
You may not have a COO, or CFO 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, with 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.
Schedule an AppointmentContact UsSee Our Work
”You've got to think about big things while you're doing small things, so that all the small things go in the right direction.
Alvin TofflerAmerican writer, futurist, and businessman
Our Value
The Right Things First
We help you get the right things done, which builds momentum. Momentum is measurable. We start by filtering from the many things you could do, into what you should do first. Doing the right things first builds a foundation for growth. This is what we do.
Only What You Need
CoPilot offers supplemental, fractional, and full-time interim CEO, COO, CFO, and advisory services. We partner with visionary startups, recently funded or acquired businesses as they begin their growth journey, business owners looking to grow through acquisition, Private Equity firms looking to optimize value, and SBIR and STTR contract award recipients.
Lower Risk, Better Outcomes
Through proven approaches and experiences, CoPilot drives incremental recurring revenue, FP&A discipline, operational process, organizational change and technology integrations for sustainable growth and valuation optimization.
Value Optimization
Strategic Growth. Proven ability to design and articulate the true vision, align resources to orchestrate the proper pace to the team’s expectations, and lead the evolution of the team’s execution towards desired results.
- Revitalized relationships with Board of Directors, Investors and 40+ LLC Members with detailed, data driven communication using regular scheduled events, documentation and recorded meetings.
- Designed, negotiated and implemented multi-teired primary partnership reseller agreement.
- Developed and negotiated agreements with United Way, BigBrothers/Big Sisters, Boys & Girls Clubs.
FP&A Discipline
Financial Leader. Build, manage and optimize complete FP&A function, budgeting, cost optimization and revenue growth. Prioritization of actions towards sustainable, measurable results to optimize valuation.
- Lead design, setup and implementation of financial analysis and modeling to support business decisions.
- Upgraded financial department in alignment with company strategic initiatives and metric driven scorecards.
- Built and implemented budget, forecast and actual analysis methodology to adapt future cash flow and decision making.
- Built FP&A methods and scorecards to measure near real time rolling performance in sales, partnerships and operations.
- Established fiduciary responsibilities and metrics throughout multiple divisions.
Sales Operations
Sales Operations. Expert at leveraging data-driven process and metric-driven operational expertise in system setup, reporting, and analysis to decrease days to close, increase closure rate, and maximize deal value.
- Defined measurable sales operations to include data centric criteria, decreasing days to close by 20%, increasing closing percent to 80% and added 12% to size of deal revenue.
- 120% increase in government sales opportunities across 60+ department of defense departments and military units.
- Defined measurable sales operations to include data centric criteria, measuring days to close, reducing within six months from 82 days, to 61 days, to a consistent 33 days.
Systems Integration
Systems Integrator. Evaluate, plan, and consolidate disconnected, siloed and manual technical systems into SOP-driven usage, process, and reporting that delivers an outcome of efficient, consistent use and effective data quality.
- Built and deployed content publishing platform to 7,800 Charter Schools impacting 3.7 million students nationwide.
- Technology transformation of website and operations process to sync up multiple senior level groups.
Operations Consulting
Operations Expert. Consistent record of driving the right improvements via process improvement utilizing data-based decisions that build a long-term foundation for operating profit growth and productivity.
- Developed industry-wide best processes and procedures into a repeatable, measurable standard of excellence.
- Deployed scorecards for operations, reducing admin time by 12% and increasing employee investment by 15%.
- Collaborated with C Suite, external agencies and department directors to prioritize actions and leverage resources.
- Decreased scope creep by 62% by implementing a pitch, promise, proposal and performance communication model.
M&A Integration
M&A Specialist. In depth experience in deal sourcing, multi-department on-site due diligence, deal structure, negotiation and post deal integration of systems, process and organizational structures.
- Led due diligence and post-sale integrations in multiple acquisitions in excess of $100M.
- Integrated multiple financial systems and methods, sales operations alignment, and customer service departments.
- Tax Strategies to offset $2M+ in tax liabilities for both CAPX and OPX one-time expenses.
- Evaluated vertical acquisition of partners and horizontal acquisition of additional environmental strategies.
Government Contracts
Government Contract Specialist. Experience strategic effort to find, filter, and identify government contracts in alignment with company skills. Preparation and documentation of proposals and submissions utilizing various government templates and systems. Tactical execution of contract deliverables and administration of procedural signoff and invoicing.
- Executed multiple Federal defense contracts, collaborating with internal and external partners conducting human trials.
- Built and delivered DCAA Government Accounting Compliance / 3-Year Audit and Accounting controls.
- 100% approval and on-time delivery of multiple milestones.
Executive Leadership
Trusted Partner. Patient and detailed to understand the needs and expected outcomes so that each stakeholder, whether a company, group or individual person can benefit by working together on being effective and efficient in the use of often scarce resources.
Team Enhancement. Diverse, focused efforts to combine passion, skills, and priorities to ignite employee engagement via a personal connection that enables a group of people to achieve what no individual could alone.
- Won a top spot in South Carolina’s Best Places to Work in 2022, 2020, 2019, and 2018 by the South Carolina Chamber of Commerce.
Our Services
CoPilot is right there with you, whether you are tuning up, looking to sell your business, or buying another business. We will define the approach, find, filter, and act 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, saving a failed deal or worse, failed business later.
CoPilot is the COO & CFO you never thought you needed. We have seen problems we’ll make sure you avoid and provide solutions you don’t need to create yourself.
Sell Your Business
Land what you built safely.
CoPilot engages all your teams to eliminate the turbulence. Our team handles the necessary coordination, communication and drives the action. Together we develop the plan, know where we want to go, and then get there.
Assessment | Valuation | Deal Structure | Post Merger Integration
Schedule an AppointmentContact Us - SellSee Our WorkLearn More
Buy A Business
A good deal, done right.
We bring expertise in buying the right business based on your goals, and then leading the way to get the right deal done, navigating the earn out, SPA and post deal integration.
Finding & Filtering | LOI & Due Diligence | Negotiate & SPA | Post Merger Integration
Schedule an AppointmentContact Us - BuySee Our WorkLearn More
Stabilize, Optimize and Tune Up
We Do What We Are – Your CoPilot
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 this drives your profit and valuation higher, speeds the process to get things done, and mitigates problems, lowering risks; the trifecta of good business and deal-making.
We Listen, Ask and Understand
First and foremost, we seek to understand. So much so, we fight the stigma created by other consultants as we are more than just a whiteboard drawing, a PowerPoint, and an invoice. Consultants are frustrating sometimes.
Plan Together What to Do First and Why
Second, we create a bridge from your strategic goals to your tactical actions. The Why comes first, then What, then Who, and When. A plan with details.
Know and Show vs. Guess and Tell
Third, an accurate scorecard to measure our current status, and incremental progress toward our goals.
Ongoing Improvement, not just change
Ongoing, we, this means your team too, continue to identify what to keep doing, celebrate what is going well, then, evaluate things to stop doing, as they waste resources and then the good part, together we brainstorm, with experience and logic, new ideas to start doing.
We act as your advisor as if we are buying your company. We look at your sales, marketing, operations, financials, and human resources. We drive profit to you and prepare you for SEC-level due diligence.
Schedule an AppointmentContact Us - Tune UpSee Our Work
”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
”Explain the value and justify the cost - People don’t mind paying; they just don’t like to overpay.
Chris MurraySelling with EASE
”I have never cared what something costs; I care what it's worth.
Ari EmanuelTalent Agent
”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
Our Work
CoPilot engages to help you get things done. This is not enough. We help you get the right things done, which builds momentum. Momentum is measurable. You start at zero and by doing the right things you build a foundation for growth. This is what we do. Below are those for which we have helped. Each one has a story of effort, adaptation, and success.
Our Experience
Consulting
- Proactor Energy
- Spartan Capital
- NetPositive
- Spry Squared
- WorthWhile
- 8ONE8
- Purple Rock Scissors
- Indaba
- Edgar Downloads
- ZaZaChat
- BigCyber
- 1109Bravo
- Salvage Option Systems
- OnPulse
- CPDN TV
- Executive Backstop
- Going Online Solutions
eCommerce
- CurbDiver
- Flipflopia
- SelfTaughtYou – v1
- SelfTaughtYou – v2 – Audio
- Mayflower – Etsy Before Etsy
- P2P Payments
- D&E Services
- Dollar DVD
- Dit4Dat – Facebook Store Creation
- Media X – Sharing Used Media
- Hey Neighbor
- LotterMe
- MixRup
Advertising / Marketing
- Nxt VR
- TargetNext
- Tapinko
- DACTYL
- It’s Easy to Post / Apply
- Apps Online
- Snail Buddy
- Shortie – Online Video
- My Job Robot
- TeleMarketMe
Non Profit
- DAV
- MANG
- The Mantis Foundation
- Be A bCorp
- 7 Billion Things
- Douglas County Counseling
- HelpMeHelpYou – HMHY
- FreeHand Goods
- South Dakota Service Dogs
- Resonator
- Pop Pop’s Projects
- YES I CAN Solutions
- Arapahoe Community College
- Colorado Federal Correctional Institution
- Warrior Rising
- A Second First Chance
OnLine Publishing
- In The Marbles
- Connect You Publishing
- CaKnow
- Bounce
- HR Performance
- CharterM
- EverythingKart
- LongStoryShorter – CrowdFiction
- LongStoryShorter – Publishing Services
- Dadvice
- Daily Discourse
Social Networking
- 1UP
- MindMesh – Education Social Network
- Who’s On The Move
- InstaPast
- KarmaCards
- HistorMe
Software Development
- RX Anytime
- BWS – Bounce Web Services
- SubscribeAll
- EIEIOH
- TOYA – Private Free Speech
- Little Trains – A la carte computing
