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Four Seats · A PivotSense practice

For the transition you have never been through before,and the one you never expected to have to do

Business advisory for founder-led companies that are selling, buying, scaling, financing, or launching. Delivered by an operator who has sat in all four seats.

  • CEO
    Leadership & structure
  • COO
    Operations & systems
  • CFO
    Value & capital
  • CRO
    Revenue & market

Ninety minutes · a written one-page summary · no obligation

4
SeatsCEO, COO, CFO, CRO: four lenses on one company
30
Areas30 diagnostic areas, each scored 1 to 5
3
ArtifactsA heat map, a roadmap, and a value-gap number
90
MinutesOne conversation, then a written one-page summary
Why Four Seats

A whole-company read, not a functional slice

Fractional CFOs see the finance. Brokers see the transaction. Vertical consultants see their vertical. Four Seats reads all four functions, across every stage a company goes through. It is built for founder-led or multi-generational companies whose in-house expertise stops at a bookkeeper, an outside accountant, or a Controller.

The methodology belongs to the practice, so the work is documented, repeatable, and never lives in one person's head. Four Seats is a PivotSense practice; the contract runs through PivotSense.

I've sat in all four seats: CEO, COO, CFO, and CRO. I've launched companies, scaled one past $350 million, built new brands and revenue lines inside existing businesses, rolled up acquisitions, expanded into new markets, and wound one down. I help founder-led companies get through the transition they've never done before.

Founder · Four Seats
A founder and an advisor reading one whole-company scorecard together
Industries we serve

Five sectors where the transition carries real weight

Whether you are scaling, stabilizing, buying, or winding down, these are the businesses Four Seats has run, bought, built inside, or taken apart.

  1. 01

    Distribution & Logistics

    High-throughput operations, vendor consolidation, network redesign, and buy-side diligence for asset-heavy environments.

  2. 02

    OEM, Dealer, Supplier & Wholesaler Networks

    Channel dynamics, inventory and parts workflows, partner alignment, and acquisition evaluation across multi-tier ecosystems.

  3. 03

    Ecommerce Brands

    DTC and marketplace operations, SKU rationalization, fulfillment strategy, and readiness for buy-side or strategic roll-ups.

  4. 04

    Sales Organizations

    Staffing models, compensation and commission design, incentive structures, outbound motions, and revenue-team rebuilds during transition.

  5. 05

    Technology & Workplace Services

    PM/MM, commercial furniture and design, installation teams, and light GC contractor operations, including buy-side diligence for service-based businesses.

The Four-Seat Review

Four lenses. 30 diagnostic areas. Each scored 1 to 5.

One documented diagnostic, weighted to what you are trying to do next. Every area scored, every score with the evidence behind it.

An advisor scoring one row of a four-column sheet of dotted scores pinned to a wall
CEO

Leadership & structure

Org design, key-person risk, management succession, incentive alignment, governance, culture and retention risk, the owner’s actual personal objectives.

COO

Operations & systems

Process maturity, scalability constraints, technology and data infrastructure, systems of record, reporting infrastructure, owner dependency, vendor concentration.

CFO

Value & capital

Financial statement quality, margin visibility, forecasting capability, working capital, capital structure, owner-expense entanglement, normalized EBITDA, valuation drivers and detractors.

CRO

Revenue & market

Customer concentration, pricing power, retention, sales capability, pipeline discipline, competitive position, channel economics, unexploited revenue potential.

Five editions
  • Sale Readiness
  • Scale Readiness
  • Acquisition Readiness
  • Launch Readiness
  • Options Review
The three Four Seats artifacts laid out: a heat map, a roadmap and a value-gap statement
What you receive

Three artifacts, and the number that justifies the work

  1. 01

    A one-page scored heat map

    Every diagnostic area, scored 1 to 5, on a single page.

  2. 02

    A prioritized roadmap

    Fix before you transact, fix to raise value, fix eventually.

  3. 03

    A value-gap statement

    What the business is worth today, and what it is worth with the roadmap done.

Every low score becomes a scoped engagement. See the service lines

The seat no one expects

When the transition is a wind-down

When a founder is facing a wind-down, whether pre-bankruptcy, in active proceedings, or in the aftermath, Four Seats provides the operational, financial, and leadership support required to navigate the hardest version of transition. We help you stabilize what must be preserved, unwind what must be closed, and communicate clearly with employees, creditors, partners, and buyers.

This is the seat no one expects to sit in, and you don't have to sit in it alone.

Two chairs facing each other by a tall window, one sheet of paper and a pen on the table between them
The first conversation

Start with a Four-Seat Conversation

Ninety minutes, and a written one-page summary of what we see. No obligation.

Book the conversation
Contact us

Talk to PivotSense

A senior lead replies within one business day.