Operational Infrastructure

The Operating System for High-Performance Businesses

Answer 20 questions. Get your structural health score. Activate the systems to fix what's broken.

SBOS surfaces hidden operational risk and installs prescriptions automatically -- SOPs, scorecards, and meeting cadences matched to your specific weak points.

Free - 5 minutes - 20 questions

System Capabilities

Built for the operator class.

AI-assisted documentation, lifecycle control, and team accountability in one operating system.

AI-Assisted Creation

Describe your process in plain English, get a structured SOP draft in seconds. No templates needed.

SOP creation

Lifecycle Management

Track SOPs from draft to published. Know what needs review. Never let critical processes go stale.

Ownership + reviews

Team Collaboration

Assign owners, set approvers, manage departments and roles. Everyone knows who does what.

Roles + accountability

Built for Three Archetypes

Who uses SBOS?

Different entry points, same structural truth.

For Acquirers & Brokers

Know What You're Buying -- Before You Buy It

Financials tell you what happened. SBOS tells you what will happen when you take over.

Hidden Risk Exposure

Surface owner dependency, revenue concentration, and operational fragility before LOI.

Stabilization Estimate

Know the days and dollars required to reach operational stability post-close.

Deal Recommendation

Clear guidance: Proceed, Proceed with Caution, High Risk, or Walk Away.

Start M&A Assessment

M&A Due Diligence Snapshot

  • Hidden Risk Exposure: Surface owner dependency, revenue concentration, and operational fragility before LOI.
  • Stabilization Estimate: Know the days and dollars required to reach operational stability post-close.
  • Deal Recommendation: Clear guidance: Proceed, Proceed with Caution, High Risk, or Walk Away.

The SBOS Process

How it works

Assessment to roadmap to installed systems.

Step 01

Take the Scan

Answer questions across 5 pillars: Financial, Operational, Leadership, Commercial, Governance.

Step 02

Get Your Index

Receive your SBOS Index: maturity score (1-5), red flags by severity, and phase assignment.

Step 03

See Your Roadmap

Understand exactly what to fix first based on severity and sequence logic.

Step 04

Activate Prescriptions

One click installs SOPs, scorecards, and meeting cadences based on your specific flags.

Severity overrides score.

A business can score high across multiple pillars but still be blocked by a critical red flag. SBOS prevents false confidence by forcing sequence and stabilizing the foundation first.

The SBOS Platform

9 integrated modules

Modules activate based on your assessment results. Prescriptions match your red flags.

SOP Library

Stop running your business from memory. Document every critical process with step-by-step templates.

Process builder, version control, role-based access

Financial Pulse

Real-time cash flow visibility. Track revenue, expenses, and financial health without switching tools.

Cash flow tracking, revenue monitoring, financial alerts

Business Health Assessment

15-minute assessment across 5 pillars. Identifies structural gaps and generates your roadmap.

Maturity scoring, red flag detection, sequenced recommendations

KPI Scorecards

Track the 5-10 metrics that actually matter. Leading and lagging indicators in one view.

Custom dashboards, goal tracking, automated alerts

Roles & People

Make org structure visible. Define roles, responsibilities, and eliminate confusion about who owns what.

Org chart builder, role definitions, succession planning

Leadership OS

Turn meetings into decision machines. Structured agendas, delegation framework, accountability tracking.

Meeting templates, delegation tracker, decision rights mapping

Project Execution

Track strategic initiatives from idea to completion. Milestone management and progress visibility.

Initiative tracking, milestone management, project dashboards

Customer Retention

Proactive customer experience management. Identify at-risk accounts before they churn.

Satisfaction tracking, churn prevention, engagement monitoring

Tech Stack

Connect your existing tools. Native integrations and Zapier workflows eliminate context-switching.

Native integrations, Zapier workflows, API access

Why SBOS

Not another framework

SBOS proves whether you're ready before you build.

Diagnosis Before Execution

Other frameworks assume you're ready to execute. SBOS proves (or disproves) readiness before you start building.

Phase Gating

Stabilize -> Optimize -> Scale. You can't skip steps. SBOS enforces sequence so you don't build on a broken foundation.

Structural, Not Cultural

Most frameworks rely on behavior change. SBOS installs systems that persist regardless of individuals.

Request Access

See the system in action

Tell us about your business. We'll respond within 24 hours.

We will reach out within 24 hours to discuss your assessment and setup.

Ready to see your structural truth?

The quick scan takes five minutes. The results might change how you run your business.