Service & Trade Business Owners · $3M–$25M Revenue

Revenue is up. So why isn't your cash?

If you're doing $3M–$25M and still don't know where the money goes, you don't have a revenue problem — you have a visibility and execution problem.

We surface the trapped cash and missed margin your business is sitting on — and fix it in weeks.

Find My Profit Leaks → Get Free 13-Week Cash Template
The Problem
You didn't build a bad business.
You built a business that outgrew its systems. Here's what that looks like:
💸
Cash Shows Up Late — Or Not at All
You finish a $15K job. Invoice 3 days later. Net-45 terms. You paid your crew in 5 days. You see cash 50 days after the work was done — and your bank balance never matches what you expect.
"Why is my bank balance always lower than I expect?"
📊
You Don't Know Which Jobs Make Money
You know your total revenue. But you have no idea which service lines, job types, or clients are actually profitable — and which ones you're doing at break-even or worse.
"I feel like I'm working harder for the same money."
⏰
Every Decision Still Runs Through You
You can't take a week off. Every question, every exception, every decision escalates to you. That's not scale — that's survival.
"I haven't had a real vacation in three years."
Most advisors give you reports. We build the system your business runs on.
That means faster decisions, aligned teams, and you out of the daily loop.
🏁
Also For Owners Thinking Ahead
Succession & Exit Planning

You've built something real. Now the question is: what's it worth, who takes it over, and how do you maximize what you walk away with? Whether you're 2 years out or 10, the time to build a transferable, exit-ready business is before you need to sell it.

A 1× improvement in your EBITDA multiple on a $2M EBITDA business = $2M more at exit. Small operational fixes routinely move that multiple by 20–50%.
→Clean up EBITDA and remove owner-dependency before going to market
→Build a business that runs without you — the core of any exit story
→Identify and maximize the value drivers a buyer or successor will pay for
→Partner with M&A brokers and business advisors who know your market
⚠️
Most owners wait too long — and sell a business that still depends on them.
Most clients become exit-ready within 60–90 days of starting the cleanup. This is built on the same system we use to fix your cash and margins.
Talk to Us About Exit Planning →
Part of the TorqueOps Overdrive engagement
In 30–45 Days, You'll Know Exactly:

Find it. Fix it. Keep it.

💰
Which jobs make money — and which don't
Job-level profitability, not just total revenue. Know your real margins by service type.
💧
Where cash is getting stuck
AR lag, unbilled WIP, slow collections — mapped week by week for the next 13 weeks.
🎯
What to fix first for immediate impact
Ranked by dollar impact and speed of recovery. No guesswork.
📅
Your cash position 13 weeks out
Week-by-week visibility. No more running on gut feel and bank balance anxiety.

Then we fix it with you.

TORQUE 13™ FORECAST
Cash OK
Watch
Alert
13-week cash horizon
Free Tool — Start Here
The Torque 13 Forecast
The exact 13-week cash model we build in every field services engagement. See your cash position week by week — WIP visibility, AR lag, alert flags. Free. 20-minute setup.
Excel · Works with QBO & Jobber · Includes WIP Tracker for contractors
Get Free Template →
Free · 60-second form · Instant download
Engagement Paths

Three Gears. Scoped to Your Situation.

Start with the business problem, not a public price menu. Each path is scoped after a 20-minute fit call based on urgency, operating complexity, and the size of the leak we can reasonably help recover.

LOW
GEAR
　
Profit & Cash Leak Diagnostic
3-4 weeks · Fixed fee, scoped after fit call
Best for: Owners who need a fast read on where money is leaking.
Typical impact: Six-figure leaks identified · 13-week cash visibility installed.
You walk away with a full roadmap to keep, even if we never work together again.
Scoped Deliverable
Visibility13-week cash view
AnalysisLeak map
DecisionGo/no-go roadmap
HIGH
GEAR
　
30-60 Day Execution Sprint
4-6 weeks · Fixed fee, scoped after fit call
Best for: When you know what is broken but execution is stuck.
Typical impact: 10-25% margin improvement · pricing fixes · cash visibility installed.
You walk away with the fixes implemented, not just identified.
Scoped Deliverable
FixesTop 2-3 issues
CadenceWeekly execution
ProofMeasured recovery
OVER
DRIVE
　
Fractional CFO / Operating Partner (Optional)
Monthly · Only after value is proven
Best for: Businesses that need ongoing operating cadence and accountability.
Typical impact: Predictable cash · aligned teams · owner stops being the bottleneck.
You walk away with a business that runs without you in every decision.
Scoped Deliverable
RhythmWeekly operating cadence
VisibilityMonthly deep dive
ControlOwner leverage
Scoped to create ROI: Investment depends on scope, urgency, and operating complexity. Engagements are scoped to target a minimum 3x return against the Equalizer Guarantee. How pricing is scoped →
Founding-client pricing available for the first 5 qualified engagements. In exchange: a written case study and public testimonial.
Book a 20-Minute Fit Call →
Typical Outcomes in 60 Days

What Clients Find

Six Figures
In trapped profit & missed margin typically identified
10–25%
Margin improvement
15–30 Days
Faster cash collection
5–10 Hrs
Per week saved for the owner
Who This Is For

You're a Fit If You Run One of These

HVAC Plumbing Electrician General Contracting Restoration / Fire & Water Construction Trade SMB Services

Revenue: $3M–$25M · Owner-operated · 10–75 employees · Profitable but cash-stressed

Who I Am

The Equalizer

I'm Dharmesh Patel — a finance and operations executive who spent 20 years inside companies like Uber (IPO team), Druva (SaaS Data Cybersecurity), CafePress (Custom Merchandise), PresenceLearning (Edtech Marketplace) and my own consulting company DataSights Interactive (Adobe, Meltwater, and Hightail as clients).

Now I bring that same financial and operational infrastructure to independent founders and trade businesses in the Tri-Valley and beyond. The same systems that helped Uber scale — translated into tools a $3M-$25M trade business can actually use.

I live in Dublin. I'm on the Little League board and a big advocate of SMBs.

Uber — IPO Financial Operations
Built S-1 financial infrastructure
Druva — Head of Finance Operations
Series E · SaaS & GTM Scale
CafePress — Finance & Investor Relations
M&A due diligence · Pre-IPO scaling
PresenceLearning — Founding Finance/Ops
Series D · $20M debt facility
DataSights Interactive — CEO & Owner
CFO/COO Services · GTM Operations
No Pitch. No Pressure.

What Happens Next

1
20-Minute Call
Quick diagnosis of your situation. No pitch. Just clarity.
2
If It's a Fit
We start the Diagnostic. Fixed fee. You keep everything either way.
3
You See the Money
Within 3–4 weeks. Clear map of where it's going and what to fix first.

You already have the revenue.
You're just not keeping enough of it.

Find out where it's going. 20-minute call.

No Pitch  ·  No Pressure  ·  No Prep Needed
Find My Profit Leaks → Get Free 13-Week Cash Template
TORQUEOPS
Dharmesh Patel, MBA · Dublin, CA · Contact via Start Form
LinkedIn
Book a 20-Minute Fit Call →