An owner on a mezzanine overlooking a well-run warehouse operation at golden hour
Operating partner · Austin, Texas

Run your business, not yourself. 

We install the systems, cadence, and execution discipline you'd get from a private-equity operating team — without the transaction. For $500K–$10M Texas owner-operators.

24-month operating mandatesFee-for-service · no equityGoverned by Texas law
69%

of Texas small-business leaders handle work outside their core role every week

26%

of an owner's time goes to work they should have delegated

69 days

a year — the real cost of running the back office yourself

10 days

after month-end, your KPI pack lands. Every month.

Source: November 2025 survey of Texas small-business leaders.

  • Fleet & transportation
  • Construction
  • Multi-unit services
  • Specialty distribution
  • Light manufacturing
  • Home services
  • Last-mile logistics
  • Regional wholesale
The problem

You didn't start a business to spend 69 days a year on paperwork.

In a November 2025 survey of Texas small-business leaders, 69% reported managing responsibilities outside their core role every single week. On average they spend 26% of their time — about 69 workdays a year — on work they should have delegated. More than half report burnout as a direct result.

Your business has outgrown your back office, but it isn't big enough to justify a full COO, CFO, and VP of Operations on payroll. That's the gap Asset Grouper fills.

What we take off your plate
  • Chasing invoices
  • Approving every purchase
  • Updating the CRM yourself
  • Running payroll triage
  • Rebuilding someone's job
  • Monthly close firefighting
  • Vendor handholding
  • Answering every question
What we do

Four pillars.
One operating spine.

Most firms sell you one function. We deliver cross-functional execution — because that's what actually runs a business.

An operations team holding a morning stand-up around a whiteboard
Operations01 / 04

The daily rhythm your business should already have.

SOPs, cadence, delegation discipline, and the reporting that tells you the business is still moving when you're not watching.

  • Documented SOPs
  • Weekly operating cadence
  • Approvals matrix
Explore Operations
A tidy desk with a laptop and monitor showing reporting dashboards
Technology02 / 04

Practical, boring, reliable technology.

We connect what you already use, retire what you don't, and build the thin layer that holds it all together.

  • Systems audit
  • Integrations that hold
  • Credentials & MFA
Explore Technology
Hands reviewing printed financial reports beside a desk calculator
Finance Ops03 / 04

Operational finance. Not accounting.

We run the workflow around your books so your CPA has clean data and you have cash-flow visibility — without hiring a CFO.

  • Monthly close discipline
  • 13-week cash forecast
  • Clean AP aging
Explore Finance Ops
A small sales team reviewing a pipeline funnel on a wall screen
Revenue Ops04 / 04

A revenue engine that reflects reality.

Pipeline hygiene, pricing discipline, and the reporting that tells you whether you're actually growing.

  • CRM rebuilds
  • Pipeline hygiene
  • Honest forecasting
Explore Revenue Ops
Who we're for

Built for real businesses with real operations.

Owner-operated, operationally complex, and big enough that cadence matters.

Who we serve
Entity type

Owner-operated

LLCs, S-Corps, and C-Corps where the principal is still running the business.

Revenue band

$500K–$10M

The band where an in-house executive team isn't yet justified, but the back office is breaking.

Team size

5 to 100 people

Enough scale for cadence to matter. Small enough that one operating program covers the whole company.

Industries we know

Operationally complex

Fleet and transportation, construction, multi-unit services, specialty distribution, light manufacturing.

Geography

Texas-first

Austin-headquartered, Texas jurisdiction, Travis County venue. Adjacent geographies when the fit is right.

Owner situation

Ready to step back

Owners who want to reduce daily execution load — without selling and without building a full executive bench.

Flagship offering · Portfolio Management

A defined alternative to burnout, sale, or status quo.

For owners who want more than project support. We run the operating spine under a written mandate, priced as a percentage of revenue, 24-month minimum.

Tier 1

Oversight

10–12% of annual revenue

Asset Grouper reviews, reports, and advises. You or your in-house team executes.

  • Institutional rigor around capable in-house operators
  • Cadence, reporting, and accountability layer
  • Monthly KPI pack + bi-weekly review
Explore Oversight
Tier 2Most chosen

Co-Management

13–16% of annual revenue

Asset Grouper co-runs day-to-day operations with your team. We own cadence. Your team owns execution.

  • Co-ownership of the operating calendar
  • Cover the gaps that always fall to the owner
  • Standing cross-pillar coordination
Explore Co-Management
Tier 3

Full Operating

17–20% of annual revenue

Asset Grouper runs the business operationally. You retain ownership and strategic control.

  • Closest thing to an outsourced operating team
  • You retain ownership + the final word
  • Daily execution; monthly reporting
Explore Full Operating
What's excluded

No equity, no officer titles, no fiduciary seats. No legal, tax, accounting, or investment-advisory services.

Why this name

"Portfolio" refers to our portfolio of operating engagements — not a securities portfolio. We are not a registered investment adviser.

How it starts

Every engagement begins with a two-to-four-week Assessment. Fixed fee. Written diagnosis. Yours to keep either way.

Why us

Institutional discipline. Owner-friendly terms.

Written scope, approvals matrix, defined SLAs, monthly KPI pack — all governed by Texas law with venue in Travis County.

PMI-aligned program governance

Every engagement gets a spine.

Written scope. Approvals matrix. Defined SLAs. Change-order process. Monthly KPI pack within 10 business days of month-end.

The Austin, Texas skyline at blue hour across Lady Bird Lake
Austin HQ · Travis County venue
Texas-first

Austin-based. Texas jurisdiction.

Every engagement is governed by Texas law with venue in Travis County. We're local to the businesses we serve.

  • Written exclusions on licensed work
  • Fee-for-service, no equity
  • 24-month PM minimums
  • Clean-exit transition paths
Two months in, I was answering my phone again. The cadence stuck.
Owner, fleet & transportation · Austin, TX
FAQ

Frequently asked

  • Are you a consulting firm?
    No. Consultants produce strategy decks and leave. We embed and execute.
  • Are you a fractional CFO or COO?
    Closer, but no. We deliver integrated execution across four pillars, not a single role.
  • Do you work with businesses outside Texas?
    Occasionally. Our home is Austin and the governing law for every engagement is Texas, with venue in Travis County.
  • What's the minimum engagement?
    Project engagements start at three months. Portfolio Management engagements are 24 months minimum.
  • Do you take equity?
    No. We're fee-for-service. We don't take ownership stakes, officer titles, or fiduciary positions in client entities.
  • Is this private equity?
    No. We don't raise funds, don't buy businesses, and don't act as a search fund. We're an operating partner.
How to start

Every engagement begins with an Assessment.

Two to four weeks. Fixed fee. A written diagnosis, prioritized recommendations, and a clear go/no-go. Whether or not you hire us, the diagnosis is yours.