You don't need more data. You need better decisions, delivered every month.
Great Path connects to the numbers you already have and sends you a Fortune 500–style executive brief: your key metrics, what changed, and the exact moves to make next.
- 2–3 KPIs that actually matter
- Your existing tools
- A monthly brief you'll actually read
Works with the tools you already run your business on
You have plenty of data. We turn AI into ROI.
Big companies have teams of analysts turning numbers into decisions. You have a business to run, and reports that pile up unread.
Data in ten places
Sales here, expenses there, spreadsheets everywhere. Nothing adds up to a clear picture of what's working.
Reports, not direction
You can see what happened last month. What you can't see is the one thing to do this week to move the needle.
No analyst on staff
Hiring a data team isn't realistic. So the big decisions get made on gut feel and hope.
Your data in. Your next move out.
No new software to learn. We turn the tools you already run your business on into a clear, recurring plan you actually follow, in five steps.
Discovery Call
We learn your business: your goals, your bottlenecks, and the data you already have in QuickBooks, your POS, and spreadsheets.
Choose Your Paths
Together we lock in the 2–3 outcomes that matter most this year: more profit, healthier cash flow, or a business that's ready to sell.
Reverse-Engineer the KPIs
We work backward from each goal to the exact metrics that prove progress, wired straight to your existing data. No manual entry.
Your Owner Briefing
Every cycle, your engine turns that data into a plain-English brief: what changed, what it means, and the moves to make next.
Progress on Repeat
You act, we measure, the goal gets closer. Each briefing builds on the last, so your momentum compounds.
Steps 4 and 5 repeat every cycle. That's the flywheel that keeps you moving down the path.
Fifteen minutes, no prep, and we'll map your first Path live on the call.
Enterprise-grade insight, built for operators.
I've spent nearly two decades building the reporting and decision systems that billion-dollar companies run on. Great Path brings that same discipline to businesses doing $150K to $10M, without the complexity, the jargon, or the analyst salaries.
“AI is a tool. Not a strategy.”
Operator, not consultant
Built by someone who's actually run operations and lived with the numbers, so you get practical moves, not theory decks.
Corporate discipline, small-business simple
The rigor of a Fortune 500 reporting function, stripped of the org charts and overhead. Clear structure, measurable outcomes.
AI where it helps, human where it matters
The engine watches your data and drafts the moves. A real advisor makes sure they fit your business and your goals.
Find the path that fits where you are.
One engine, five ways to put it to work. Start with the flagship, or jump straight to what you need today.
The Operator Path
Revenue is only half the story. The Operator Path watches the full operating picture: labor, cost of goods, overhead, efficiency. It tells you where the money is leaking.
Explore this PathThe Custom Automation Path
Tell us the budget. We'll tell you what to automate first.
Explore RecurringThe Sales Path
Make the pipeline tell you the truth about next quarter.
Explore Planning aheadThe Exit Path
Twelve months of preparation so the business sells for what it's worth.
Explore One-timeThe Cleanup Path
When something is clearly wrong and you need to find it fast.
ExploreRun your business like the big companies do.
The Operator Path doesn't hand you another dashboard to ignore. It hands you decisions, already made from your own numbers, every single month.
- Know the 2–3 KPIs that actually drive your business
- A monthly brief with prioritized, specific actions
- Catch problems early, before they hit the bank account
- Make confident calls without hiring an analyst
- Compound small, smart moves into real growth
Complex data, made simple and actionable
Product & inventory intelligence
Turned 400+ fragmented accounts into a clear framework that surfaced hidden trends and flagged high-risk stock positions early. Reactive inventory became proactive.
Seasonal retail performance
Turned inconsistent daily sales into a structured, repeatable decision system, isolating weekdays as the primary growth opportunity and sharpening promo timing.
This is what shows up every month.
Two sample briefings built to show the format, and one from a real client whose name and logo were changed at their request.
Summit Air Mechanical
HVAC & mechanical contracting
D.C. Clark Custom Homes
Custom home building
Lakeside Exteriors
Exterior contracting
Priced to the size of your business.
Fortune 500 technology and insight, at small business pricing. Your rate is set from your revenue, so as we help you grow, your price never spikes.
Your Engine
Self-serve. No advisor.
Your data, your own custom AI engine. Send your numbers, get your brief back.
+ Insights
An advisor in the loop.
Deeper analysis, more sources, custom report design, and a real advisor keeping the recommendations fit to your business.
+ Advisor
A partner on your numbers.
A dedicated partner working your numbers alongside you. Twelve working sessions a year, forecasting, and hands-on strategy.
“Every small business I worked with was sitting on the answers to their biggest questions, buried in tools they already paid for. I built Great Path to dig those answers out and hand owners a plan they can actually act on.”
Dan Merkel, Founder, Great Path Advisors
What owners usually ask
Do I need special software or a data team?
No. That's the whole point. The Operator Path connects to the everyday tools you already use, and the AI engine does the analysis. You bring the business; we bring the method and the technology.
How much of my time does this take?
Very little. The heavy lifting is automated. Most owners spend a few minutes a month reading their brief and deciding what to green-light, not hours in spreadsheets.
Is my business data safe?
Yes. Your data stays yours. We connect securely to your existing tools and never sell or share your information. We'll walk you through exactly how it works on your call.
What size business is this for?
The Operator Path is built for established small businesses, roughly $150K to $10M in revenue, that have real data and real ambition. Larger and specialized needs are a great fit for our other paths.
What happens on the discovery call?
A relaxed fifteen minutes. We learn where you want to take the business, look at the data you already have, and map what your first brief could look like. No pressure, no obligation. If it's going well we can always keep talking.
Ready to see your numbers work for you?
One short call. We'll show you the insight hiding in your business, and the first moves to grow it.
No pitch deck. No obligation. Just a clear look at where your data can take you.