Operational Strategy Partner
Most companies are losing 3–10% of profit to operational inefficiencies they don't even know exist. We find it, quantify it, and build the plan to recover it.
"I wish we had done this sooner." Clients say it consistently.
The Problem
Most companies between $2M and $30M in revenue are leaving money on the table, and they don't know exactly where or how much.
Vendors are being overpaid. Overhead has crept up unchecked. Operational processes are creating invisible drag. Spend that made sense at $2M is quietly killing margin at $15M.
Founders and leadership teams are too close to it, and too busy running the company, to step back and see where the real losses are hiding.
A full-time hire isn't the answer. A consulting report that sits on a shelf isn't either. What you need is someone who can find the money, build the strategy to recover it, and stay in the room until it actually happens.
What We Do
Monument Strategy Group serves as your Operational Strategy Partner: an embedded team of advisors who audits your financials, identifies where profit is being lost, builds a clear strategy to recover it, and stays on through implementation to make sure the plan translates into real results.
Deep P&L review to identify waste, inefficiency, and misallocated spend. We find exactly where money is being lost and quantify the opportunity.
A prioritized roadmap to recover margin and build sustainable operational efficiency, ranked by ROI, with clear recommendations on what to fix first.
For those who want continued support, we offer an optional retainer engagement: a dedicated partner to think through challenges, refine your strategy, and keep momentum as you execute.
Our Services
A structured deep dive into your P&L, vendor spend, overhead, and operational costs. We identify where money is being wasted, benchmark against industry norms, and deliver a prioritized roadmap ranked by ROI.
If we don't identify meaningful margin recovery opportunities, you don't pay for the diagnostic. No meaningful opportunities found? No fee.
Schedule a call →Monument stays on as your embedded Operational Strategy Partner. We work alongside your leadership team to drive implementation, track results against a baseline, and ensure improvements translate to real margin.
Schedule a call →A time-boxed, outcome-focused engagement targeting one critical problem: renegotiating vendor contracts, restructuring overhead, or building financial infrastructure for a growth phase.
Schedule a call →We help leadership teams cut through the noise and identify where AI creates genuine operational leverage, then build the roadmap to implement it without disruption. From process automation to decision support, we find the use cases that reduce cost and accelerate output for your specific business.
Schedule a call →How It Works
A 30-minute conversation to understand your business, your goals, and where you believe money is being lost. No pitch, just listening. If we're a fit, we move to a diagnostic.
We conduct The Profit Diagnostic: a structured 2–4 week audit of your P&L, vendor relationships, overhead structure, and operational spend. We identify exactly where money is being lost and quantify the opportunity.
We build a prioritized strategy of specific initiatives ranked by impact, effort, and ROI. Quick wins that generate immediate margin improvement alongside structural changes for long-term efficiency. You approve the plan before anything is executed.
For those who want continued support, we offer an optional retainer engagement: a dedicated partner to think through challenges, refine your strategy, and keep momentum as you execute.
Our Team
Juwan's path into business strategy was shaped by years inside some of America's largest enterprises, witnessing firsthand how operational inefficiency and strategic drift silently erode what good companies are trying to build. That experience, combined with hands-on consultancy work with founder-led businesses and a commitment to educating the next generation of operators at the college level, gave him a clear conviction: small businesses deserve the same caliber of strategic thinking that Fortune 500 companies pay millions for.
Armed with Lean Six Sigma, Business Analytics, and a sharp command of AI-driven execution, his work at Monument Strategy Group exists to give founders the strategic partner they've always needed but never had access to.
Philip Conjerti is a financial strategist and educator with nearly 20 years of experience bridging the gap between underserved communities and economic opportunity. Work that spans Title I classrooms, the United States Army, and a financial firm he founded in Virginia focused on education-driven empowerment.
His latest work centers on engaging small business owners in building wealth through operational efficiency, with a long-term vision of expanding philanthropic impact, a mission that aligns directly with the strategic and operational work we do at Monument Strategy Group.
Field Observations
Patterns drawn from real engagements and firsthand operational experience. Not theory. What we actually find when we go inside a business and look at the numbers.
Observations Coming Soon
FAQ
Is the investment worth it for a business our size?
Monument anchors fees to value, not hours. As part of our diagnostic approach, we target value adds and cost savings to tailor our fees appropriately. We are in the relationship business, so we do not accept a client unless it is clear we can bring significant ROI.
How much of our team's time does this require?
Minimal. We do the heavy lifting. For the Profit Diagnostic, expect focused sessions rather than constant involvement. For those who move into an ongoing partnership, we set a working cadence that fits your schedule: a dedicated partner available when you need strategic support, not another standing meeting.
How do you handle confidentiality?
Strictly. All engagements are governed by a Master Services Agreement and Statement of Work. Your financials, strategy, and business information stay private.
What's the realistic ROI?
It varies by business, but the Profit Diagnostic alone consistently surfaces recoverable margin opportunities that dwarf the engagement fee. We quantify every opportunity with ROI projections before you commit to implementation.
Do you take over management of our team?
No. Monument Strategy Group does not manage your team. We work with your leadership to drive change. Think of us as a senior strategic partner embedded alongside you, not a new layer of management.
How do we get started?
Book a complimentary 30-minute discovery call. We listen, share whether and how we can help, and if there's a fit, you receive a proposal within 5 business days.
Ready to Find the Money?
The most common thing we hear from clients at the end of an engagement is: "I wish we had done this sooner." The only question is how long you want to wait before doing something about it.
Book a Free Discovery Call30 minutes · No pitch · No pressure · Proposal within 5 business days if there's a fit