Skonebridge

The operating partner for owner‑led businesses.

Executive-level support across strategy, finance, operations, technology and business development, from initial assessment through implementation.

Real executive support, without the executive package.

Schedule a call Explore Operating Support

We help owners address problems, manage important projects, improve existing operations and pursue new opportunities.

Who we work with

Established owners

Modernize the business you’ve built, with stronger reporting, better systems and steady execution.

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Who we work with

Entrepreneurial owners

Build the organization behind your growth, with the structure, people and processes to scale.

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Three ways to work with us.

Operating Partner

Ongoing support under a defined monthly scope, with a regular management report covering cash, receivables, pipeline and open items.

Project Engagement

A defined project with a clear scope, owner and completion date.

Business Assessment

A full review of how the business operates today, with prioritized recommendations.

Projects we take on

Projects we take on.

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Business in a Box

Skonebridge Business in a Box.

The research, cash flow models, SOPs and day-one plan to start, buy or run a business in your industry. $1,250 per industry; $1,850 custom.

Industry research. Ten reports, sourced to public data.
Acquisition planning. Diligence priorities and a 90-day transition plan.

Review the HVAC & Plumbing edition

HVAC & Plumbing · Cash flow model

Monthly cash flowAssumptionsUnit economicsAcquisition case

Operating cash flow · 36 months

Interface preview. Model figures are available to licensed purchasers only.

Drivers

Service calls per technician

Average ticket

Replacement close rate

Maintenance agreements

Gross margin

Labor burden

Scenario

Acquisition case

Debt service coverage

Payback period

What you receive

Research, manual, SOPs and scorecard.

Industry research

HVAC & Plumbing: market intelligence

Ten reports · 90 pages

Operating manual

Workflows and SOPs

78 pages · 13 SOPs

SOP 02

Dispatch

Standard operating procedure

Owner scorecard

30-question assessment

Operations · Sales · Finance · People · Systems

Workflows and SOPs

The workflows that run the business.

An operating manual with 13 standard operating procedures, from the first customer call to final payment.

Operating manual · 13 SOPs

SOP 01Call intake

SOP 02Dispatch

SOP 03On-site service

SOP 04Job close-out

SOP 05Invoicing

SOP 06Collections

Checklist

Confirm job type, address and access notes
Assign technician by skill and route
Confirm arrival window with the customer
Stage parts and equipment for the job
Record the step in field-service software

Sample layout from the HVAC & Plumbing edition.

Owner scorecard

A 30-question assessment.

Across operations, sales, finance, people and systems, kept confidential to you.

Owner scorecard · 30 questions

Question 12 of 30Finance

Receivables are reviewed weekly against a documented collections procedure.

OperationsSample

Sales

Finance

People

Systems

Illustrative responses. Not a client result.

Business in a Box · HVAC & Plumbing edition

Built to institutional depth.

Pages of industry research across ten reports.

Page operating manual with 13 SOPs.

Question owner scorecard.

Implementation

We build and implement systems, connect tools, automate processes, and optimize the business as you grow.

Discuss implementation

Systems

The standard software, set up and connected.

Booking, invoicing, reminders and follow-up set up on the software you select.

ServiceTitanJob booked

QuickBooksInvoice sent

StripePaid $1,240

GustoPayroll updated

Microsoft 365Report to owner

Jobber

Systems we set up and connect. Logos are illustrative of commonly used software. Skonebridge claims no affiliation or endorsement.

Planning and monitoring

We find what's slowing the business down, fix, automate, and optimize it.

We build the plan, set up the systems and run the operations with your team. Deliverable: a regular management report covering cash, receivables, pipeline and open items.

Review the engagement

Management report · Period 14

Invoices sent0

Follow-ups0

Days to invoice0

Open items0

Collections trend · 13 weeks

Monthly close reconciled Done
13-week cash forecast updated On track
Vendor terms renewal Owner approval

Illustrative dashboard. Not a client result.

Engagement thread

Skonebridge team · Monday

The week 14 report is posted. Two items need your approval.

Owner · Monday

Approved the vendor terms. Hold the second item until Thursday.

Skonebridge team · Thursday

Second item is ready for review, with the updated cash forecast attached.

Illustrative example.

Industries

The businesses we build.

A sample of the roster. New industries are added every month, and additional industries are available as a custom Business in a Box, delivered within 5 business days.

View the roster Request a custom industry

Research

What Separates Top-Quartile Owner-Led Businesses, 2026.

How the strongest owner-led businesses operate: their margins, how they price their work, the systems they rely on and where the owner’s time goes.

Sample available on request.

Schedule an introductory call.

Thirty minutes with our team to review your objectives. Where we are not the right fit, we will say so.

Schedule a call Explore Business in a Box