Questions about how we work, what we do, and what it means to embed? We answer them directly.
Embedded means we sit inside your business. We run weekly operational meetings. We own outcomes alongside you. We're not checking in quarterly or billing by the hour. We're here, working the business alongside your leadership team, accountable for the same metrics you are.
Most advisory firms advise from the outside. We embed inside. We don’t send someone to run one meeting a month and bill you for their travel. We build operating systems, install rhythm, coordinate AI and data systems through trusted partner firms, and drive execution. We take equity. We stay long-term. We own outcomes.
Retainer for the work. Equity participation if the business wins. No commissions. No success fees. No referral kickbacks. The retainer covers our embedded Operating Partner and CFO time, financial infrastructure build, and ongoing execution support. Every engagement is sized to business complexity and scope. Let's talk about your specific situation.
We work with businesses generating $1M to $50M in annual revenue. That's our sweet spot. Big enough to sustain a partnership. Small enough for us to embed meaningfully and make a real difference in operations and financial structure.
We expect it. Most of our clients come to us with incomplete records, mixed personal and business expenses, and no real-time visibility into profitability. That's why we're here. We build the financial infrastructure from the ground up. It's actually our favorite problem to solve.
No. We build the infrastructure, establish the processes, and drive the cadence. But we don't do month-to-month bookkeeping. We partner with bookkeepers, accountants, and tax professionals. We stay in our lane: operations and financial strategy.
AI and data systems are the third pillar of our value-creation model, delivered through trusted partner firms with LIMESTONE oversight. We map the workflow that loses the most senior time (automated reporting, real-time dashboards, meeting capture, data extraction), measure the hours before recommending the spend, then run implementation through partners. Workflow first. Tool second.
Reach out to Jared directly at jared@limestonesp.com or 317.820.2468. We'll have a conversation about your situation, what you need, and whether we're the right fit. If it makes sense, we'll run a deep dive together and build a 100-day plan.
LIMESTONE Equity is the future investment arm of the firm: operator-led positions in Indiana businesses where we can embed alongside the capital. It's not live yet. What is live today is our buyer network. We connect Indiana operators to ETA buyers, search funds, independent sponsors, family offices, and PE when an exit or partial liquidity is on the horizon. Control deals and minority stakes both fit.
Indiana first. That's our market and where our roots are. We work selectively across the Midwest when the fit is right, especially Indiana businesses with operations elsewhere. If there's a compelling reason, let's talk about it.
You're the owner. You're in control. We embed to make you better, not to replace you. You own strategy and vision. We own execution and operations. We move together. The goal is to free you from being the bottleneck so you can think strategically while we drive operationally.