Private Investments
Discover What Your Business Is Capable Of
Most advisors hand you a plan built from research. We've actually done the work. Blake Group provides value creation advisory to business owners at every stage, whether you're figuring out where your business stands, growing it, or preparing to sell it.
Value creation means growing your revenue, improving your margins, and building systems so the business runs without you having to be there every day. That makes it stronger, more profitable, and worth more.
It's the same work private equity firms do on every business they buy. They run the same improvement process across each one until they know exactly what to fix. We run that process on your business, and it pays off the same way: in profit.
- Owners curious about their business's potential and ready to unlock real opportunities.
- Owners who suspect something's off and want a straight answer on why, and what to do about it.
- Owners who feel more like an employee of their own company than an owner.
- Owners whose business doesn't run without them, and want it to.
- Owners who are ready for strategic growth and need a real plan to get there.
- We'll share a short intake form and request your financials.
- Working sessions going through your finances, operations, sales, and every pillar above, directly with you and your key people.
- We build a prioritized, sequenced value creation plan: what to fix first, what it's worth, how long it takes to grow and expected profit.
- Optional: ongoing support to help you and your team execute the plan.
- A written value creation plan covering the real growth opportunities, operational efficiencies and profit potential.
- A clear picture of exactly where your business stands today, where it's lagging, and where it's already strong.
- A prioritized, sequenced roadmap: what to fix first, in what order, and why.
- A KPI framework to track progress against the plan.
You can't fix what you can't see. Most owners are flying without real visibility into margin, cost per job, or where cash is leaking, even when they're already paying for a tool that could tell them everything.
If the business only runs because you're in the room, it's not a business, it's a job. We look at what's documented, duplicative, and could survive you taking a month off.
Most businesses we look at are already paying for software that could solve their biggest problem and not using it. We look at what you have, what's missing, and what's just costing you time and money.
No pipeline, no clear ideal customer profile, no process, no way to know what's actually working. We look at how deals get won today and what's capping how many you can close.
Pricing is the fastest lever in any business, and the one most owners get wrong first. We check it against your market, your actual costs, and what your own numbers can support.
Most owners have never done a marketing audit to understand how audiences perceive their business. We look at what's working, what's being wasted, and what should immediately change to increase conversion rates.
True growth is impossible when a founder is the sole operating engine. We help you identify the daily responsibilities you need to let go of by understanding the hidden growth costs of holding onto those tasks.
Keeping customers is cheaper than winning new ones, and most businesses have no systems for either. We look into what your customers say about you, why they decide to stay, and why they left.
Blake Group is a Puerto Rico based management advisory and private investments firm built for entrepreneurs and business owners at every stage.
Our founder built his career doing value creation work most advisors only talk about: turning around companies on the brink of collapse and scaling others through strategic growth. He has led growth strategy for a $20B private investment fund, driven $70M+ in profit improvement across a dozen companies, and restructured over $7B in distressed debt for companies with hundreds of millions in revenue that most people had already given up on.
Unlike most advisors, we've coached CEOs and management teams to unlock new potential and achieve outsized returns. We've also run the business ourselves, as COO, taking a company from $400K to $1M+ in annual profit in twelve months by attacking operational efficiency: where cash is leaking, where margin is hiding, and where growth is being left on the table.
We bring institutional rigor and hands-on execution to every engagement, plus the network to get it done.