Opportunity + Numbers
See where value is created or lost
Clarify margin, capacity, cash visibility and commercial performance so decisions are based on evidence rather than impression.
Management advisory for owner-led companies
Your business has grown. The way it is managed needs to catch up.
BraunTrack helps established owner-led businesses—from approximately $1 million to $8 million in revenue and four-person teams to companies with 40+ staff—identify what is constraining performance, strengthen accountability and reduce unnecessary dependence on the owner.
Based in Manitoba. Working with owner-led companies across Western Canada.
The conditions we address
Success should not make the business harder to run.
Growth often exposes the limits of informal management. Whether you have a handful of employees or several management layers, the owner can remain the final decision-maker and problem-solver long after the company needs something more durable.
- Revenue has hit a ceiling, and you cannot see what will restart growth.
- Evenings and weekends have become normal because you cannot step away.
- The business swings through repeated cycles of chaos, and it is unclear how to create stability.
- Conflict between owners, managers or employees keeps draining attention and slowing decisions.
- Your team brings you decisions they could make themselves.
- The same problems return after you thought they were solved.
- Growth has created more activity without creating more control.
- The financials arrive accurately—and too late to direct action.
- Roles overlap, priorities compete and accountability slips.
- You know several things need attention, but not what should come first.
A different starting point
Diagnose the business before prescribing the fix.
You are not short of advice. What is usually missing is a disciplined way to determine which issue matters first.
The OWNER Business Diagnostic examines financial performance, workflows, leadership structure, execution and owner dependence together. It separates symptoms from constraints and converts a complicated situation into a measured sequence of priorities.
Workflows + Execution
Turn priorities into completed work
Identify breakdowns, clarify ownership and build the measures and operating rhythm that keep important work moving.
Release
Reduce owner dependence
Move decisions, relationships and organizational knowledge out of one person and into capable people, clear roles and repeatable systems.
Advisory pathways
Support matched to the constraint—not a preset program.
Every engagement begins with evidence. The Diagnostic determines which priorities matter, what sequence makes sense and who should lead the work.
Succession & Transferability
Prepare the company to operate, transition or create value beyond the founder.
Management & People
Strengthen roles, decision rights, leadership capability and accountability.
Operations & Execution
Improve workflow, measurement, handoffs, meetings and implementation.
Profit & Market Performance
Address margins, pricing, capacity and commercial constraints when evidence points there.
Private Owner Advisory
Senior decision support and a consistent review rhythm for owners carrying too much alone.
Private Owner Advisory Board
Confidential peer perspective, disciplined preparation and facilitated accountability.
What you receive
Advisory work you can see, use and measure.
The Diagnostic is a complete engagement. You keep the scorecard, constraint map, priorities and roadmap whether or not BraunTrack supports implementation.
Business Baseline Scorecard
A visual view of performance, maturity, constraints and supporting evidence.
Ninety-Day Priorities + Roadmap
A short near-term agenda with named owners, measures and a twelve-month sequence.
Senior attention throughout
Practical advice for complicated owner-led businesses.
David Braun combines organizational psychology, financial interpretation, operating systems and implementation discipline.
Clients involve BraunTrack when financial, operational and people challenges have become difficult to separate—and when another report without follow-through will not help.
For professional advisors
Your client may be stuck, and it may not be a technical problem.
BraunTrack works alongside accountants, lawyers and commercial lenders when the issue sits in management capacity, operating discipline, owner dependence or implementation.
For accountants, lawyers and lendersWe do not replace the client's professional advisors. We help the company act on the management questions their advice brings into view.Referral principle · BraunTrack Advisory Group
You do not need to fix everything. You need to know what comes first.
Start with the assessment for an immediate read, or book a short conversation to discuss the situation directly.