Engagement Guide — How Limestone Partnerships Work

Do You Need an Operating Partner?

An Operating Partner works inside your business to drive cadence, accountability, and execution. Check every statement that describes your situation.

You're the bottleneck — every decision flows through you

Your Monday meetings are unfocused and nothing gets followed through

You've tried an operating system (EOS, Scaling Up) but couldn't get it to stick

You're thinking about selling in 2–5 years and want to maximize the multiple

Your team has good people but no system to get the best out of them

You want to grow but your team can't execute without you in the room

Quarterly "planning" means you thinking in the shower about what's next

Operating Partner Score

0/7

Check the boxes above to see your assessment.

Do You Need an Embedded CFO?

An Embedded CFO drives financial infrastructure, real-time visibility, and strategic financial decision-making. Check every statement that describes your situation.

Your financials are 30+ days old by the time you see them

You make cash decisions from the bank balance, not a forecast

You don't have KPIs — you find out about problems after they hit the P&L

Your budget is "last year plus 10%" with no documented assumptions

You've been turned down for a loan or line of credit

You need board-ready or investor-ready financial reporting

You're preparing for a transaction (raise, sale, or acquisition)

Your bookkeeper/CPA handles compliance but nobody drives financial strategy

Embedded CFO Score

0/8

Check the boxes above to see your assessment.

Do You Need AI & Automation?

AI & Automation automates manual work, improves visibility, and multiplies your team's capacity. Check every statement that describes your situation.

Your team spends hours on manual data entry, reporting, or reconciliation

You don't have real-time visibility into your KPIs — you wait for month-end

You're curious about AI but don't know where to start or what's worth it

Your competitors are using technology you're not

You want to do more with the team you have instead of hiring more people

You have repetitive processes that eat your team's time every week

AI & Automation Score

0/6

Check the boxes above to see your assessment.

Which Embedded Services Do You Actually Need?

Do You Need an Operating Partner?

Do You Need an Embedded CFO?

Do You Need AI & Automation?

Your Engagement Blueprint

Ready to Move?