Post-acquisition operations

You bought the business. Now fix the operating system behind it.

Pala helps new owners of acquired SMBs rebuild the inherited back office in the first 90 days — starting with an assessment, then the highest-value operational fixes.

For acquired SMBs · Assessment from $7,500 · 90-day implementation $30K–$60K

The business you acquired wasn’t built for you.

Most established SMBs weren’t designed around clean systems. They evolved over years. That often means:

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Customer and operational data scattered across spreadsheets, inboxes, and systems

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Manual AP, invoicing, approvals, and other administrative work

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Employees entering the same information in multiple places

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Reporting assembled by hand, with no reliable operating view

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Critical workflows that depend on one employee — or the previous owner

You don’t need a multi-year digital transformation. You need the highest-value problems fixed first.

A 90-day back-office rebuild

Pala works directly with the owner and operating team to identify where administrative work, fragmented systems and poor information flow are limiting the business. Then we implement the fixes.

Inherited business

What you closed on

Spreadsheets + Email + Manual Work + Disconnected Software

Pala 90-day rebuild

What we do

Audit → Prioritize → Implement → Automate

Operating infrastructure

What you run after

Connected Systems + Automated Workflows + Reliable Reporting

1

Diagnose

Map the workflows, systems, and administrative work creating friction.

2

Prioritize

Identify what is worth fixing now based on impact, effort, and visibility.

3

Build

Implement the highest-value changes. This is implementation, not strategy.

4

Hand Off

Document, train, and leave the team operating independently.

Typical problems we fix

Finance and AP

Invoices and approvals still processed by hand, with exceptions living in email.

Customer information

Leads, jobs, and follow-up scattered across inboxes, spreadsheets, and leftover tools.

Scheduling and jobs

Dispatch and job status managed through spreadsheets, texts, and one dispatcher’s memory.

Reporting

Managers waiting days for numbers no one fully trusts.

Tribal knowledge

Critical workflows that only work if a specific person is in the building.

The software comes second. We fix the workflow first.

The goal isn’t more software. It’s a business that runs better.

Pala is software-agnostic. We don’t make money by convincing you to install a particular CRM, ERP or product.

  • Sometimes the answer is new software.
  • Sometimes it’s connecting the systems you already have.
  • Sometimes it’s eliminating a spreadsheet.
  • Sometimes it’s removing an entire workflow.

The objective is simple: less administrative work. Better operating visibility. More scalable operations.

Built by operators, not IT consultants.

Pala’s approach comes from building operating systems inside real businesses — payments, customer support, partner operations, inventory, reporting, CRM and workflow automation. These figures are from prior operating roles, not Pala client engagements.

$120M+ Annual payment volume supported through redesigned payout operations
~2,000 Agents migrated onto a new customer-support platform
$200K+ Excess inventory identified through redesigned inventory systems
$150K/year Estimated savings from automated AP workflows
400+ Active jobs supported through a custom partner operations portal

We focus on practical systems that reduce work and improve how the business operates.

Start with the assessment.

Most engagements start with the $7,500 assessment. If it finds enough high-value work, Pala implements the prioritized 90-day rebuild for $30,000–$60,000. A defined transformation, not an open-ended retainer.

Best time to bring us in

We can help before close. The primary window is post-close — especially the first 100 days — when the inherited back office is still visible and not yet locked in as “how we do things.”

Optional

Before close

Use Pala to understand the operational and technology debt you’re inheriting and develop the post-close roadmap.

Early

First 30 days

Establish visibility into the business and identify immediate operational bottlenecks.

Primary window

First 100 days

Implement the systems and automation required to operate efficiently under new ownership.

Post-Acquisition Systems Review

Don’t spend your first year operating around the previous owner’s systems.

Use your first 100 days to build the operating infrastructure the business should have had already.

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