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MARGIN MAX OPERATING SYSTEM

Revenue hides operational problems.

Systems and Processes for Founder-Led Contractors.

Cleaner numbers. Cash that moves on a schedule. A team that runs the playbook without you in every meeting.

Margin Max installs the operating systems that protect margin. We build inside the tools your team already uses — and we stay until the team is running them without us.

Start the Diagnostic → Book a 30-Min Executive Review
Jeremy Reece
Controller | General Manager | Financial Educator | Operational Systems Consultant
20+ years building finance, operations, CRM, reporting, and performance management systems.
Executive Operating Dashboard
Artifact 01
Executive Operating Dashboard — Sales Performance
Live Weekly Cadence · Configured Per Engagement
CRM Rebuild Sales → Closeout
SECTION B  ·  PROOF
"Jeremy has a rare ability to step into a business, quickly identify breakdowns in systems and CRM workflows, and turn them into scalable, revenue-producing processes."
JOE STEPHENS  ·  OWNER & PRESIDENT, SURE CLAIMS
CERTIFIED
FICO
PRO
CREDENTIAL
Certified FICO® Professional  ·  Operator-led implementation only.
20+ Years Operational Experience
Controller and Operator Experience
Field-Tested Workflow Architecture
Operator-Led Implementation
SECTION B-2  ·  THE NUMBERS

What the systems produce.

Real outcomes from recent Margin Max engagements. Anonymized clients. Verified figures.

SUPPLEMENT REVENUE
$372,865
Captured across 98 tracked claims in five months.
AGED AR RECOVERED
$1.5M+
Inside 90 days through restructured AR and direct oversight.
INTEGRITY CHECKS
98 / 98
Reporting integrity verified on every dashboard refresh.
OPERATIONAL EXPERIENCE
20+ YRS
Inside the operator’s seat — not advising from across the table.
SECTION C  ·  THE PATTERN
Revenue grew. Visibility disappeared.

If any of these sound familiar.

Without systems, the owner becomes the system.

Without Systems Margin Leakage
✕
Revenue is growing, but cash always feels tight.
✕
The business runs on the founder's memory, not a system.
✕
Numbers aren't reliable enough to act on.
✕
Every team member runs the same job a different way.
✕
Collections happen when someone has time.
✕
Problems show up after they cost money.
With Margin Max Margin Protected
✓
Cash position visible 14 days ahead.
✓
The system carries the workflow — not the founder.
✓
Dashboard integrity verified every refresh.
✓
Every job follows the same documented path.
✓
Collections on a defended weekly cadence.
✓
Problems caught at week two, not month four.
SECTION D  ·  THE ARCHITECTURE

Four working systems. One operating discipline.

The integrated architecture behind every Margin Max engagement.

The business depends on your memory. Every decision still lands on your desk.

CRM and workflow carry operational reality. Executive visibility surfaces what the operation is doing. Cash and financial control translate operation into a picture leadership can act on. Operational accountability ensures the rhythm holds when you step out of the day-to-day.

Sales-to-Closeout Workflow
ARTIFACT — Sales-to-Closeout Workflow (Phases 1–3)
Customer Communication and Closeout
ARTIFACT — Customer Communication & Closeout (Phases 4–5)
SECTION E  ·  CASE STUDIES TEASER

Three engagements. Three operating systems. Three transformations.

Real Margin Max work, anonymized.

CS 01  ·  CRM & WORKFLOW
Margin Discipline

$5M–$10M residential exteriors operator.

355 jobs cleared. 135-job cleanup backlog retired. 4 weekly leadership hours recovered.

READ THE CASE →
CS 02  ·  EXECUTIVE VISIBILITY
Margin Visibility

Growth-stage contractor, six-rep sales floor.

Live weekly dashboard. Rep ranking. Lead scoring. 98/98 integrity PASS.

READ THE CASE →
CS 03  ·  CASH & FINANCIAL CONTROL
Margin Recovered

$372,865 in supplement revenue captured.

Scaling claims-funded contractor. 98 claims tracked. $38,989.51 reconciled.

READ THE CASE →
$372K
SUPPLEMENT REVENUE CAPTURED
Approved revenue at risk of being unrecognized — recovered inside five months across 98 tracked claims.
Margin Recovered
$1.5M+
AGED AR RECOVERED
Restructured AR processes, salesperson-level accountability, and direct collections oversight inside 90 days.
Margin Recovered
4 hrs
WEEKLY LEADERSHIP TIME
Reclaimed weekly leadership prep — once the live board carries the workflow, the Monday rebuild disappears.
Margin Discipline
See all three engagements →
SECTION F  ·  OPERATING SYSTEM LEAD MAGNET

The Margin Max Operating System.

A 31-page operational infrastructure blueprint for founder-led contractors.

The same architecture Margin Max installs — four working systems, eighteen modules, drawn from twenty years inside the operator's seat. Download the publication and read at your own pace.

Download the publication →
SECTION G  ·  DIAGNOSTIC CTA

Score your operating infrastructure 0–100.

60 questions. 6 categories. One score.

Takes 15 to 25 minutes. You'll see your score, your strongest categories, and your highest-risk gaps. No pricing pressure. No sales pitch.

Start the Diagnostic →
SECTION H  ·  FOOTER BAND CTA

Strong businesses eventually require stronger operating systems.

Start with a 30-minute Executive Review. Jeremy walks your situation and recommends the right next step.

Book your 30-Min Executive Review →
PAGE  ·  /DIAGNOSTIC

The Margin Max Operational Diagnostic.

Score your operating infrastructure 0–100 across six working systems.

Jeremy Reece
Diagnostic authored and reviewed by Jeremy Reece
Founder · 20+ Years Controller and Operator Experience
Margins feel thinner than they should. The diagnostic tells you why.

The same diagnostic Margin Max runs at the start of every engagement. Sixty questions. Six categories. One score. The diagnostic identifies where margin is leaking — and which layer to install first to stop it.

Begin the Diagnostic →
SECTION B  ·  WHAT THIS MEASURES

Six working systems. One score.

Each category surfaces whether an operating layer is built and held, partial, or absent. Together they produce a composite Operational Maturity Score from 0 to 100.

SECTION C  ·  WHAT YOU GET BACK

A scored Executive Report. A clear next step.

Your Score

Operational Maturity Score 0–100 with band classification.

Your Breakdown

Category-by-category breakdown and your top three red flag patterns.

Your Next Step

A recommended next step — scoped to your situation, not a price list.

System Health Monitor — integrity layer
ARTIFACT — System Health Monitor (integrity verification, every refresh)

Every engagement is custom scoped during the Executive Review, based on the operational layers most exposed to margin loss in your business.

SECTION D  ·  WHAT HAPPENS WITH YOUR ANSWERS

Reviewed personally. Held in confidence.

Your responses are reviewed personally by Jeremy. You will not be added to a mass-marketing list. You will receive your scored report and an offer to book a 30-minute Executive Review. That is the entire follow-up.

EMBED PLACEHOLDER  ·  BLOCKER 01
HubSpot Lead Capture Wall
HubSpot embedded form rendered here, between Q60 and score reveal. Fields: name, company, role, revenue range, email, top operational pain, consent.
SECTION E  ·  CTA

Ready to begin?

Start the Diagnostic → Prefer to talk first? Book a 30-Min Executive Review
PAGE  ·  /CASE-STUDIES

Three engagements. Three operating systems. Three transformations.

Anonymized Margin Max engagements. Client identity and account-level absolute figures held in confidence.

These three operators were running on memory. Now they're running on systems.
Jeremy Reece
Engagements led and installed by Jeremy Reece
Founder · Embedded Operational Leadership · Field-Tested Architecture
CASE STUDY 01  ·  CRM & WORKFLOW

Pipeline integrity restored.

Residential exteriors operator  ·  $5M–$10M  ·  90-day engagement

Margin Discipline Installed
clients.marginmax.demo/pipeline-board
CRM Pipeline Board — Post-Install
ARTIFACT — Post-Install CRM Pipeline Board

A multi-line residential exteriors operator with seven product lines. CRM stages had drifted. 355 jobs sat in 'Sales' that had already been completed. Scheduling held zero.

WEEKLY HOURS RECOVERED
4 hrs
Discipline
CRM CLEANUP BACKLOG
Cleared
Protected
STAGE INTEGRITY
Restored
Protected
LEADERSHIP PREP
0 hrs
Discipline
A CRM the team does not trust is decoration. A CRM the team trusts is the operating system.
MM
MARGIN MAX FIELD NOTE
Read the full case study →
CASE STUDY 02  ·  EXECUTIVE VISIBILITY & KPI

From intuition to dashboard-driven leadership.

Growth-stage contractor  ·  $6M–$10M  ·  60-day engagement

Margin Visibility Installed
clients.marginmax.demo/sales-performance
Sales Performance Summary
ARTIFACT — Sales Performance Summary (Actual vs Budget)

Six-rep direct-sales floor with three satellite reps. No operating dashboard. Performance conversations were anecdotal. Variance to budget surfaced only at month-end.

DASHBOARD CADENCE
Live Weekly
Visibility
REP RANKING
Formalized
Discipline
LEAD SCORING
Installed
Growth
INTEGRITY CHECKS
98 / 98
Protected
System Health Monitor — supplemental
SUPPLEMENTAL ARTIFACT — System Health Monitor (Integrity Layer)
Leadership shifted from anecdote-driven to data-driven inside sixty days. That cultural shift compounds.
MM
MARGIN MAX FIELD NOTE
Read the full case study →
CASE STUDY 03  ·  CASH, AR & FINANCIAL CONTROL

$372,865 in supplement revenue captured.

Scaling claims-funded contractor  ·  $5M–$12M  ·  5-month engagement

Margin Recovered
Commission Payment Request Form
ARTIFACT — Commission Payment Request Form (Job-Level Financial Control)

Insurance-funded contractor where supplement revenue was being approved by carriers but not consistently tracked or invoiced. AR aged because no one owned collections.

Claims & Supplementing System
SUPPLEMENTAL ARTIFACT — Claims & Supplementing Financial Control System
SUPPLEMENT REVENUE
$372,865
Recovered
CLAIMS TRACKED
98
Protected
FEES RECONCILED
$38,989
Protected
INTEGRITY CHECKS
98 / 98
Protected
Cash discipline gets installed as a system rather than relied on as a personality trait.
MM
MARGIN MAX FIELD NOTE
Read the full case study →
FOOTER CTA

Diagnose your own operation.

The Operational Diagnostic measures your business against the same six categories Margin Max installs.

Start the Diagnostic → Or book a 30-Min Executive Review
PAGE  ·  /SERVICES

How Margin Max installs operating infrastructure.

Four engagement formats. One operating discipline. Sized to where the business is.

Cash is moving. Nobody knows where.
Jeremy Reece
Installations led personally by Jeremy Reece
Founder · Operator-Led Implementation · No subcontractors

Every engagement installs one or more layers of the same operating system. Each begins with an operational assessment, useful on its own or as the foundation of a deeper installation.

SECTION B  ·  THE PATH

The engagement path.

A diagnostic that surfaces where margin is leaking, a conversation that scopes the fix, and an engagement that installs the system.

01

Diagnostic

Take the Operational Diagnostic. Sixty questions. Twenty minutes. One score.

02

Executive Review

Schedule a 30-minute call with Jeremy. He walks the score and recommends the next step.

03

Engagement

Scope is built around your operation, not a template. Pricing is sized in the conversation.

SECTION C  ·  ENGAGEMENT FORMATS

Four formats.

FORMAT 01  ·  AR & BILLING BREAKDOWN

For: Revenue is up but cash still feels tight.

Currently: Margin At Risk After Install: Margin Recovered

Customers are paying late. Deposits leak. AR aging lives in someone's head.

Claims & AR Control System
RELATED ARTIFACT — Claims & Supplementing Financial Control
We install
AR aging review on a defined cadence with named owner. Collections schedule with escalation rule. Salesperson-level AR accountability tied to commission timing. Deposit tracking by job.
Timeline
2–4 weeks
What changes
You know exactly what's owed, by whom, for how long. Collections run on a schedule, not a reminder. Leadership opens one view and sees the cash position.
BOOK THE EXECUTIVE REVIEW TO SCOPE THIS →
FORMAT 02  ·  CRM & WORKFLOW RESET

For: The CRM no longer reflects how jobs actually move.

Currently: Margin Leakage After Install: Margin Discipline

Different team members run the same job differently. Reports need to be reliable enough that leadership opens them.

CRM Pipeline Board
RELATED ARTIFACT — Rebuilt CRM Pipeline Board
We install
Pipeline architecture with required-field gates. Five-phase Sales-to-Closeout workflow. Named role ownership at every phase. Automations rewritten against live triggers.
Timeline
30–60 days
What changes
Every job follows the same path. Automations actually fire. Reports reflect reality. The system carries the workflow so the founder doesn't.
BOOK THE EXECUTIVE REVIEW TO SCOPE THIS →
FORMAT 03  ·  KPI & EXECUTIVE VISIBILITY

For: Leadership is running on gut feel, not numbers.

Currently: Margin At Risk After Install: Margin Visibility

Reports aren't reliable. Every report is hand-assembled at month-end. Margin gets revealed too late to do anything about it.

Executive KPI Dashboard
RELATED ARTIFACT — Executive KPI Dashboard
We install
Executive dashboard built around the few numbers the operation runs on. Reporting cadence with named owners. System Health Monitor that verifies dashboard integrity every refresh. Lead scoring intelligence.
Timeline
2–6 weeks
What changes
One dashboard. One refresh cadence. One source of truth. Leadership opens it Monday morning, every Monday morning. Decisions get made on data.
BOOK THE EXECUTIVE REVIEW TO SCOPE THIS →
FORMAT 04  ·  FRACTIONAL OPERATIONAL LEADERSHIP

For: You're the bottleneck for every operational decision.

Currently: Margin Leakage After Install: Margin Growing

The team needs a system, not more meetings. You can't afford — or aren't ready for — a full-time COO. You need an experienced operator in the seat, now.

We install
Embedded weekly leadership rhythm. Quarterly priorities with named owners. Annual operating plan tied to financial targets. Scorecards that drive the conversation.
Engagement
Monthly or quarterly
What changes
An experienced operator runs the weekly leadership rhythm. The team has clear ownership and clear numbers. Problems get caught and corrected before they grow.
BOOK THE EXECUTIVE REVIEW TO SCOPE THIS →
SECTION D  ·  ENGAGEMENT SCOPING

Every engagement is custom scoped during the Executive Review.

Margin Max does not publish engagement pricing on the open web. Engagements are scoped to the operation, not the package — and against the operational layers most exposed to margin loss in your business.

SECTION E  ·  FOOTER CTA

Start with a 30-minute Executive Review.

Free. 30 minutes. Jeremy walks your situation and we scope from there.

Book your Executive Review →
PAGE  ·  /ABOUT-JEREMY

Operator first. Builder of the system.

Installed inside live operations — not built in theory.

Jeremy Reece has spent more than two decades inside founder-led businesses — not advising them from across the table.

The work has been done in the operator's seat: finance leadership, multi-crew field operations, construction systems, and hospitality at volume.

Jeremy Reece
SECTION A · WHY JEREMY
Twenty years leading finance, operations, reporting, and business systems inside growing companies.

Controller. General Manager. Financial Educator. Operational Systems Consultant. Experience includes construction, roofing, hospitality, real estate, financial education, and founder-led service businesses. The seats have been held. The work has been done — in the books, on the floor, and inside the systems.

Practical fluency in the metrics banks, lenders, and bonding companies use to evaluate contractors.

Certified in FICO score interpretation, credit report analysis, and AllRegs lending standards — the same financial language used to set your borrowing capacity, your risk profile, and your bonding line.

Trained thousands of business owners in cash flow, financial literacy, and operational discipline.

Years as a national financial educator before founding Margin Max. The pedagogy is mature. The implementations are operator-led.

Operator-led implementation. No junior handoffs. No outsourced teams.

The person who scopes your engagement is the same person inside your books, your CRM, and your reporting cadence — until the team is running them without us.

SECTION B  ·  THE WORK

The work is consistent.

You built a company. Now the company runs you. The work is reversing that.

Walk into a business that has outgrown the systems supporting it. See how it actually runs. Install the focused set of systems the operation needs. Stay until the team is running those systems from the inside.

01  ·  2000–2005

Ian Schrager / Thompson Hotels

Controller / Assistant Controller across 60 Thompson NYC, Sagamore South Beach, Hudson Hotel NYC. 14-person accounting team.

$16.5M
REFINANCE — 60 THOMPSON NYC
02  ·  2005–2024

J. Michael Group Construction

Co-Founder & Financial Controller for 19 years. Built the full accounting infrastructure: chart of accounts, GAAP financials, job costing, WIP, payroll, AR/AP.

~$10M
RESIDENTIAL CONSTRUCTION ARC
03  ·  2024–PRESENT

Margin Max, LLC

Recent embedded engagement at a fast-growing Wichita roofing operation. Recovered aged receivables and built daily controls for reconciliation, AR aging, job costing, and WIP reporting.

$1.5M+
AGED AR RECOVERED — 90 DAYS
SECTION C  ·  REFERENCES

What clients say.

I had the opportunity to work closely with Jeremy during our time at Planet Hollywood, where he served as Controller under my leadership. His financial acumen, attention to detail, and ability to manage complex operations set him apart early on. More importantly, Jeremy understands how to align financial oversight with day-to-day operations — something most professionals never fully grasp. He's someone I've trusted both professionally and personally for decades.
MW
MICHAEL WELCH  ·  DIRECTOR OF OPERATIONS, BLH NYC
Jeremy has a rare ability to step into a business, quickly identify breakdowns in systems and CRM workflows, and turn them into scalable, revenue-producing processes. His understanding of supplementing and operational structure makes him a valuable asset for any company looking to tighten operations and increase profitability.
JS
JOE STEPHENS  ·  OWNER & PRESIDENT, SURE CLAIMS

Verified references available on engagement.

SECTION D  ·  CREDENTIALS

Credentials.

CERTIFIED
FICO
PRO
CERTIFIED FICO® PROFESSIONAL
(AllRegs)
  • B.S. Business Management, cum laude — University of Phoenix
  • Graduate Accounting Certificate — University of Phoenix
  • Notary Public, State of Kansas
SECTION E  ·  FOOTER CTA

Schedule a 30-minute Executive Review.

The fastest way to know if Margin Max can help your operation is a 30-minute conversation. Free. No pricing pressure.

Book your Executive Review →
PAGE  ·  /EXECUTIVE-REVIEW

Schedule your 30-Minute Executive Review.

Free. Thirty minutes. Jeremy walks your situation, surfaces the highest-risk patterns, and recommends the right next step.

Thirty minutes is enough to know if Margin Max can help.
SECTION B  ·  WHAT TO EXPECT

What happens on the call.

01  ·  Walk your reality

If you've completed the Diagnostic, we open with your score. If not, we diagnose live against the same six categories.

02  ·  Surface your risk

Which operational layers are leaking the most margin today.

03  ·  Recommended next step

Every engagement is custom scoped during the Executive Review. No pricing pressure either way.

SECTION C  ·  BOOKING

Pick a time.

Live booking · 30-Minute Executive Review · Mon–Fri · Zoom auto-generated · Confidential.

SECTION D  ·  WHO YOU'RE TALKING TO

Jeremy Reece.

Founder & Principal, Margin Max, LLC.

Twenty years of operational leadership inside founder-led businesses. Controller across the Ian Schrager / Thompson Hotels portfolio. Co-founder of a $10M construction company across 19 years.

Recent operating-finance turnaround at a fast-growing Wichita roofing operation. Certified FICO® Professional.

Jeremy Reece
A rare ability to step into a business, quickly identify breakdowns in systems and CRM workflows, and turn them into scalable, revenue-producing processes.
JS
JOE STEPHENS  ·  SURE CLAIMS
PAGE  ·  /RESOURCES

The Margin Max library.

Three publications. Each gated by email. Each builds the operating-systems thesis from a different angle.

SECTION B  ·  PUBLICATIONS
PUBLICATION 01  ·  31 PAGES

The Margin Max Operating System.

An operational infrastructure blueprint for founder-led contractors.

31 pages. Four working systems. Eighteen modules. The same architecture Margin Max installs across every engagement.

DOWNLOAD (REQUIRES NAME + EMAIL) →
PUBLICATION 02  ·  30 PAGES

Case Study Portfolio.

Three engagements, three operating systems, three transformations.

Three anonymized Margin Max engagements presented in full. Real numbers — $372K supplement revenue captured, 98 claims tracked, $38,989.51 reconciled.

DOWNLOAD (REQUIRES NAME + EMAIL) →
PUBLICATION 03  ·  17 PAGES

The Operational Diagnostic.

Sixty questions. Six categories. One score.

17-page printable version of the Margin Max Operational Diagnostic. Complete on paper or at the keyboard.

DOWNLOAD (REQUIRES NAME + EMAIL) →
SECTION C  ·  RECOMMENDED FINANCIAL TOOLS
OWNER REFERENCE · NON-AFFILIATE

Recommended financial tools.

Resources we recommend for business owners who want better financial visibility. Listed as institutional references — not affiliate promotions.

CERTIFIED
FICO
REFERENCE
CATEGORY · OWNER CREDIT POSTURE

FICO® Score Monitoring & Identity Protection.

Founder-led businesses borrow on the owner. Bonding capacity, lines of credit, vendor terms, and supplier relationships often track to the owner's personal credit profile.

  • Lender-grade FICO® scores aligned with the model commercial and SBA lenders pull
  • Three-bureau credit monitoring with monthly score tracking
  • Identity theft monitoring and identity-restoration support
  • Dispute support workflow
  • Up to $1,000,000 identity theft insurance coverage
We recommend this category of tool for business owners who want lender-readable credit visibility and standing protection in place before a financing or bonding conversation — not after.
VIEW REFERENCE TOOL →
Resources listed as institutional references for owner financial visibility. Margin Max does not provide credit repair, lending, or financial advisory services. Owners should verify product fit independently with their banker, CPA, or counsel.
SECTION D  ·  FOOTER CTA

Prefer to talk?

A 30-minute Executive Review with Jeremy is faster than a download.

Book the Executive Review →
PAGE  ·  /CONTACT

The fastest path is the Executive Review.

A 30-minute conversation with Jeremy beats every other channel.

Book your Executive Review →
SECTION B  ·  DIRECT CONTACT

Direct contact.

Jeremy reviews each inquiry personally. Replies typically within one business day. Confidentiality is assumed on every inquiry.

PRINCIPAL CONTACT
Jeremy Reece
Founder & Principal — Margin Max, LLC
Call or text:  (316) 751-6626
Email:  Jeremy@MarginMaxllc.com
Base:  Wichita, Kansas
Range:  Remote & Nationwide
SECTION C  ·  OPTIONAL CONTACT FORM

Send a message.

EMBED PLACEHOLDER
HubSpot Contact Form
Standard HubSpot embedded form. Fields: name, company, email, phone (optional), revenue range, top operational concern, consent. Receives overflow inquiries from prospects who skip the Executive Review CTA.