You built it. Now it runs you.
WELLS Advisors is a management consulting firm for owner-led businesses. We install structure where effort has been doing structure's job, using a proprietary method the firm also licenses.
The Formula Method™
The Formula Method™ is how the firm reads a business and orders its priorities. It rests on a discipline most consulting skips. Every number gets labeled as measured or assumed, and the two never blur. You always know which numbers are earned.
The method runs on the firm's own platform. Every engagement follows the same instrumented path, documented from first session to last, so what you get does not depend on who happens to be in the room.
The Four Facets
The method reads a business across four facets, and every engagement begins by finding where yours stands in each.
Operations
OpsFormula™
How the business actually runs. The operating model, who carries what, and how much of it still runs through you. This facet decides what gets fixed first.
Explored in OpsFormula™Sales
SalesFormula™
How revenue gets won, and the gaps between the way you sell and the way your buyers decide.
Explored in SalesFormula™Demand
LeadFormula™
How buyers find you. Which channels work, which are failing, and which ones nobody can judge yet.
Explored in LeadFormula™Brand
BrandFormula™
How the market places you, and whether the business your buyer expects is the business you built.
Explored in BrandFormula™Engagements
The Business Read
A complete diagnostic of your business, grounded in your actual numbers. Where it stands, what to fix first, and what each problem costs you. Delivered on a fixed timeline and walked through in person, in plain English.
The 90-Day Engagement
Ninety days, weekly sessions, one focus at a time. The system gets installed week by week, your numbers get instrumented, and responsibility moves to you in stages until you run it and we watch.
Fractional Leadership
Senior marketing and operations leadership inside your business without the full-time hire. An operator who has built the functions you need, embedded at the level you need.
Licensing
The method was built to license. From the first line of code, the Formula Method™ and its platform were designed to be operated by advisory firms under license, with the same standards and the same instrumentation the founding firm uses.
Licensing runs in structured cohorts. Firms may request consideration for a future cohort.
In Print
The thinking behind the method, in print.
The Formula Series by Gregory KirkhamWho This Is For
Engagements are accepted where the fit is right. That usually means an established, owner-led business where the constraint is structure, not effort. If that sounds like yours, request an engagement. If not yet, start with the book.
The Founder
The method comes from Gregory Kirkham, an operator who spent two decades building and running marketing and operations inside owner-led businesses before founding the firm.