[02]How the table works
Advice and execution at the same table.
Most consultants hand you a list and a bigger budget to carry it out. At The Roundtable, the team that makes the recommendation can do much of the work, so the money you would have spent on outside firms stays in your business.
[01] The gap
You've paid for advice before.
You got a sharp report, a long list of fixes, and a quote for phase two. Then the list sat in a folder, because nobody had the time or the people to do it.
We make recommendations too, and some of them cost money. The difference is who carries them out. The Back 9 team handles much of the work in house. When a challenge calls for a specialist, we bring one in from the Back 9 talent pool, scoped before anything starts. One team stays accountable from the first conversation to the finished work.
[02] How it works
From first call to finished work.
01
Apply
Eight short questions about your business. A member of the Back 9 leadership team reads every application.
02
Diagnosis
We look across all nine disciplines and show you, in your own words, where growth is stuck.
03
Your seats
We fill the seats your business needs most right now. Not all nine at once. The ones that move the number.
04
Execution
The Back 9 team takes on what it can in house. Where a specialist is needed, we bring one in from the Back 9 talent pool.
[03] The nine disciplines
Nine disciplines. One table. Your whole business in the room.
Growth problems rarely stay in one lane. A cash problem is often a pricing problem. A hiring problem is often a systems problem. That is why every member gets all nine at the table.
Lead the business
01
Strategy & Leadership
“Every decision still runs through me.”
Set the few priorities that matter this year, find what is really holding growth back, and build a decision rhythm so the business moves without waiting on you.
At the table: Back 9 leadership and seasoned operators
02
Financial Performance & Capital
“We're busy, but I can't tell you where the money goes.”
See where you make money, where you lose it, and where cash sits idle. Tighten margins, forecast with confidence, plan for taxes, and get ready for the capital your next stage needs.
At the table: Fractional CFOs, controllers, tax and capital advisors
03
Talent & Accountability
“I hire people to help, and I still end up doing it myself.”
Build a team that owns outcomes. Clear roles, a real management structure, scorecards, better hiring, and leaders developed from inside.
At the table: People leaders and recruiting partners
Grow the revenue
04
Marketing & Positioning
“People who find us love us. Not enough people find us.”
Get clear on who you serve and why you win. Then build the brand, website, content, and channels that bring in qualified buyers, with every dollar tied to a result you can measure.
At the table: Brand strategists, web specialists, video and design
05
Sales & Pricing
“Some months are great. I can't tell you why.”
Price for profit, build a pipeline you can see, and turn closing into a process your team can repeat. Revenue you can forecast instead of hope for.
At the table: Business development directors and sales leaders
06
Customer Experience & Retention
“We're always chasing the next customer.”
Turn one-time buyers into repeat customers and referral sources. Smooth onboarding, consistent service, and a plan to grow revenue from the relationships you already have.
At the table: Customer experience and account leaders
Build the asset
07
Operations & Systems
“If I take a week off, something breaks.”
Find the bottlenecks, document the processes that matter, and build systems that deliver the same quality every time, whether or not you are in the room.
At the table: Operations leaders and process specialists
08
AI, Technology & Automation
“My team spends hours on work a machine should be doing.”
It starts with an AI opportunity map of your business: where AI saves the most hours and dollars first. Then we put it to work on follow-ups, scheduling, reporting, and customer response, and give you a live view of performance.
At the table: AI specialists, automation and CRM builders
09
Business Value & Exit Strategy
“I don't know what my business is actually worth.”
Know what the business is worth today and what would raise it. Strengthen the numbers, protect what you built with the right legal and risk structure, and plan your next move: expand, acquire, pass it on, or sell.
At the table: Valuation, M&A, and legal partners
[04] Who sits at the table
Built for owners who can feel the ceiling.
A real business, usually $1M+ in revenue and 5 or more people on payroll, with payroll as the pressure point. Meeting the numbers starts the conversation. It doesn't end it.
- Built for
- $1M+ revenue, a team on payroll, a ceiling you can feel
- At the table
- Back 9 leadership, never a junior consultant
- The work
- Advice and execution under one roof
- Entry
- By application
Not there yet? Access is where we put our energy into your acceleration, so you arrive at the table ready.
[05] Questions owners ask
Straight answers before you apply.
Will you recommend things that cost more money?
Sometimes. Growth takes investment. The difference is that much of what we recommend, the Back 9 team can do for you, so you are not paying an outside firm to finish what we started.
Do I have to use Back 9 to carry out the work?
No. The plan is yours. Keeping the work with the team that already knows your business is usually faster, and it costs less than starting over with a new firm.
Do I get all nine disciplines at once?
You get all nine in the diagnosis. Then we seat the disciplines your business needs most right now and add the others as the business is ready for them.
What if The Roundtable isn't the right room for me?
Then we tell you which room is, and why. Book a 15-minute placement call and we will walk through your answers together.
Bring your business to the table.
You've already put in the hard work. Now you get a table, and a team that does more than advise. If the room feels wrong, a 15-minute call sorts it out.