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The Montgomery GroupBusiness Consulting & Advisory

Business Structuring Guidance

A business is easier to run when everyone knows their part.

Many companies grow by adding people and work before anyone has time to decide who owns what.

The Montgomery Group helps owners look at how the business is organized internally and build a framework of roles, responsibilities and routines that can hold up as the company grows.

What we look at

The internal framework behind the work.

  1. 01

    Organizational Structure

    Map how the business is organized today, including who reports to whom and where decisions are made.

  2. 02

    Roles & Responsibilities

    Clarify who owns each area of work so tasks stop falling between people or landing on the owner by default.

  3. 03

    Internal Processes

    Identify the routines the business depends on and how they can be documented and handed off.

  4. 04

    Operating Framework

    Organize roles and processes into a structure the team can follow without constant supervision.

  5. 05

    Growth Readiness

    Consider which parts of the structure would need to change to support more people, volume or locations.

This service addresses internal organization. It is not legal or tax advice regarding entity formation or ownership structure.

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When it makes sense

Signs the structure has fallen behind the business.

  • People were added faster than roles were defined
  • Several people share the same task, or no one clearly owns it
  • Decisions still route through the owner by default
  • Key processes live mostly in people's heads
  • The company is preparing to hire, expand or reorganize

Process

How the engagement is organized.

  1. 01

    Discovery

  2. 02

    Structure Review

  3. 03

    Recommendations

  4. 04

    Implementation Guidance

Our full process

Build a structure the business can grow into.

Tell us how the company is organized today and where responsibilities feel unclear.