R.
Retain
Stop the leak. Churn reduction, pricing-leakage recovery, at-risk account intervention.
Built inside middle-market private equity
Trusted by 40+ mid-market PE firms
Returns used to be bought.Now they have to be built.
We find where revenue and EBITDA are leaking, embed senior operators to capture it, and hand your team a commercial engine that runs without us.
R.E.A.L. stages: Land, Align, Expand, Retain.
Results
PE value creation now comes from revenue growth, ahead of every other lever
$1B+
Enterprise value created
74+
Commercial value-creation engagements
50+
PE-backed companies served
R.E.A.L.
Proprietary revenue framework
$1B+
Enterprise value created
74+
Commercial value-creation engagements
50+
PE-backed companies served
R.E.A.L.
Proprietary revenue framework
The Market
Has Changed
With leverage expensive and entry multiples at records, the return now has to come from EBITDA you create. The industry knows it. Revenue is where the plans fail.
54%
of PE value creation now comes from revenue growth, ahead of every other lever
50%
Of value-creation plans fall short on revenue growth, twice any cost category
11.8x
Record entry multiples, the price you pay now assumes the value creation
The “R.E.A.L.” Revenue Framework
Most firms chase growth in the wrong order, new logos first, burning cash on the slowest lever. We sequence by speed-to-impact, so acquisition comes last.
E.
Expand
Grow what you already have. Cross-sell, upsell, pricing, and wallet-share expansion.
A.
Align
Fix the engine. Sales process, GTM architecture, marketing-sales alignment, team design.
L.
Land
Then acquire. New logos and market expansion, built on a foundation that scales.
Case study
The “R.E.A.L.” Framework in Action
Market intelligence company
One-year transformation
VC-backed SaaS
65%
YOY Sales Growth
Yr 1
90%
Client Retention Rate
from 85%
300%+
HQL Growth
In 6 mo.
R. Retain
90% client retention. Rebuilt pricing & packaging from scratch. Eliminated contract variability driving delivery failures and margin leakage.
01
E. Expand
100%+ ACV increase for 35%+ of clients in nine months, including the first seven-figure ACV. Launched syndicated data products, opening a net-new SMB revenue channel.
02
A. Align
Full GTM rebuild. Structured sales methodology, CRM and RevOps overhaul, new comp model. Marketing and sales unified around shared revenue outcomes.
03
L. Land
300%+ HQL growth in 6 months. Redefined ICP, expanded TAM. 65% YOY sales growth in year one on 80%+ margins. New demand gen engine built to scale.
04
“
Zack has been my primary, and also best, commercial partner. We rebuilt our pricing and packaging from the ground up, led an ops restructuring across multiple teams, and helped build the foundation for a whole new line of business. He relentlessly pursues sustainable growth, and has the rare skill of knowing when it's important to listen.
Chief Data Officer, SaaS company
VC-backed SaaS platform
More “R.E.A.L.” Results
Food services
Rebuilt producer operating cadence and forecasting.
Forecast accuracy
50%
Producer ramp
33%
First Last
CEO of example
Business services
Redesigned pricing to reduce margin leakage.
Gross margin
7 pts
Recovered leakage
$2M
First Last
CEO of example
Software
Rebuilt GTM infrastructure and demand engine.
Qualified pipeline
3x
Sales cycle
35%
First Last
CEO of example
Food services
Rebuilt producer operating cadence and forecasting.
Forecast accuracy
50%
Producer ramp
33%
First Last
CEO of example
What Happens in the First 45 Days
We operate in highly structured sprints, aligning product discovery with rapid technical validation. Nothing moves to the next stage without concrete proof of progress.
Discovery & data
Days
1–12
Deep qualitative research, client workshops, and competitor mapping to surface the core technical narrative. We establish your immutable position in the market.
Diagnosis
Days
13–24
Where revenue leaks, where the EBITDA actually is, and which fixes are quick wins vs. structural, all mapped to R.E.A.L.
The Commercial Value-Creation Plan
Days
25–36
The EBITDA opportunity quantified and sequenced by speed-to-impact, including a detailed first-100-day plan built around the quickest wins that move the growth needle.
Readout & alignment
Days
37–45
Findings, the quantified opportunity, and the 100-day plan, walked through with the CEO and, where relevant, the board and deal team.
Where the Untapped EBITDA Is
The same commercial gaps surface again and again across lower-middle-market companies, and so do the fixes. The 45-day diagnostic quantifies each for your company; most surface seven figures of EBITDA before a single change is made.
Pricing
Discipline, packaging, and the recovery of margin lost to leakage.
Expansion
Cross-sell, upsell, and net revenue retention from your base.
Pipeline
Demand generation and qualified coverage you can forecast.
Retention
Churn reduction and early intervention on accounts most at risk.
Sales productivity
Process, comp design, and rep effectiveness that compounds.
Forecasting
Outcome-based forecasting the board and deal team can trust.
Our Fractional Architecture
Not a consultancy. We execute the plan, not just write it. Not an agency. We own the number, not a channel. One operator or a full bench, sized to fit.
Strategic Partnership
AI execution, when it's the right lever
When AI fits the value-creation plan, our partner Elios deploys it inside the company, and the people who run it.
Operator-vetted, AI-native specialists, screened on shipped production AI
Working AI in weeks, deployed in days, with 95% retention across engagements
Built, then yours, capability transfers to your team with no vendor lock-in
Who We Work With
We sit on the same side of the table as the investors who own companies and the leaders who run them, sponsored or not. Same engine, two vantage points.
PEVCFAMILY OFFICES
Investment teams & operating partners
Commercial value creation across the whole portfolio, not one company at a time
Commercial diligence on new deals
A repeatable playbook across portcos
An operating-partner bench for the top line
SPONSOR-BACKEDINDEPENDENT
CEOs and Commercial Leaders
Every CEO answers for growth
Senior commercial leadership, embedded
We own the number with you
An engine handed back that's yours to keep
Founder, Managing Partner
Zachary Nippert
Built commercial value creation across the entire portfolio of a leading middle-market private equity firm, now building it as a firm.
Most recently he led that firm's commercial-excellence function, advising CEOs, boards, and investment teams. His operating roots are as a CRO and President; he has spent the last two decades driving commercial value creation across public and PE/VC-backed companies, across an entire portfolio, or one company at a time.
Not a vendor. A commercial value-creation firm, the operating partner for the top line
Who We Are
We find where revenue and EBITDA are leaking, embed senior operators to capture it, and hand your team a commercial engine that runs without us.
Operator-Built
Built inside portfolio companies across multiple PE firms, not advising from the outside.
Full Commercial Stack
Pricing, retention, expansion, GTM, and team design, not one function in isolation.
R.E.A.L. Revenue Framework
A proprietary system sequencing growth by speed-to-impact, built from 74+ real engagements.
AI-Enabled
Real AI in the work, from diagnostics to analytics, plus operator-vetted Elios specialists to build.
Let's untap the value you're missing
Fixed scope, fixed timeline, and a Commercial Value-Creation Plan you keep whether or not we go further.
BOOK A CONSULTATION