Fractional Operations Director for CRE & Professional Services Firms
ELEVATE OPERATIONS ADVISORY
I'm Sandy Davis. I spent 20 years running regional operations at Colliers, CBRE, and SRS Real Estate Partners. I now work with founders of CRE firms, law practices, accounting firms, and professional services organizations on a fractional basis, bringing senior-level operations leadership without the cost of a full-time hire.
Three Ways I Help Your Firm Stop the Chaos
Most founders hire me because they're spending 60% of their week inside their operations instead of leading their business. I've spent 20 years at Colliers, CBRE, and SRS Real Estate Partners building the systems that fix that for CRE firms, law practices, accounting firms, and professional services organizations.1. Operational Stabilization
Stop the firefighting. I identify what's breaking your operations and install the management frameworks that stabilize your firm so your team stops depending on you to solve every problem that walks through the door.2. Systems Infrastructure
I audit your workflows, build your SOPs, and install clear accountability structures so your business can scale without you becoming the bottleneck. This is the foundation every growing firm needs before adding more people or more revenue.3. Fractional COO Advisory
Ongoing fractional partnership for firms that need senior-level operations leadership without a $200,000 full-time hire. I work alongside your leadership team, attending key meetings, managing your operational infrastructure, and giving you the executive oversight your firm needs to grow without breaking.Whether you run a commercial real estate brokerage, a law firm, an accounting practice, or a specialized consulting business, the operational ceiling feels the same from the inside. I've seen it. I know how to break through it.
Who I Work With
I work with founders and principals of growing firms who have outgrown their current operational structure. My clients typically have 10 to 75 staff, are generating meaningful revenue, and are spending too much of their own time managing internal chaos instead of leading their business. If you run a commercial real estate firm, a law practice, an accounting firm, or a specialized consulting business and your operations are slowing your growth, this is where I come in.1. High-Growth Firms ($1M–$20M Revenue)
Firms with 10 to 75 staff where the founder is still the operating system. You've grown fast and your infrastructure hasn't kept up. I build the repeatable systems that let your team execute without you at the center of every decision.2. Specialized Professional Services
Built for firms where expertise is the product, commercial real estate brokerages, law firms, CPA practices, financial advisory firms, and consulting organizations. When your best people are burning time on operational work instead of client work, revenue leaks and talent walks. I fix the infrastructure so your experts can focus on what they were hired to do.3. Visionary Founders & Executive Teams
If you are a founder buried in daily operations when you should be closing deals, building relationships, and leading your vision, I step in as your operations director. I handle the infrastructure. You handle the growth. That's the partnership.
My background is in commercial real estate operations at Colliers, CBRE, and SRS Real Estate Partners. The systems I built there translate directly to any firm where people, process, and performance have to work together to deliver results.
Industries I Serve
I spent 20 years running operations inside commercial real estate at Colliers, CBRE, and SRS Real Estate Partners. The systems, frameworks, and leadership disciplines I built there apply directly to any firm where people, process, and accountability have to work together to deliver results. Here is where I focus:Commercial Real Estate & Property Management:
This is where my deepest experience lives. I've run regional operations for CRE brokerages, capital markets teams, and property management organizations at scale, managing multi-site offices, overseeing administrative staff, executing office buildouts, and building the reporting infrastructure that gives leadership real visibility into performance. If your CRE firm has outgrown its current structure, I know exactly what to fix and in what order.Investment Management:
RIAs, wealth management practices, and financial advisory firms face a specific operational challenge: the compliance and reporting demands of a regulated environment sitting on top of a business that is still founder-led. I build the back-office infrastructure that makes your operations as disciplined as your investment process without hiring a full operations team.Professional Services:
Law firms, CPA practices, management consulting firms, and staffing organizations all share the same operational problem: the work that generates revenue and the work that runs the business are constantly competing for the same people and the same hours. I separate those two functions by building the operational infrastructure that handles the business so your experts can focus entirely on the work that drives your revenue.Not sure if your industry fits? If you have 10 to 75 staff, meaningful revenue, and an operations function that is slowing your growth, book a free 30-minute call. I'll tell you within the first 10 minutes whether I can help.
My Signature Engagement: The 90-Day Operations Reset
If your firm is growing faster than your infrastructure can support, this is where we start. Three structured phases. Clear deliverables at each stage. No guesswork about what you're getting or what it costs.The Core | Operations Clarity Intensive
Typical Investment: $3,000 – $4,500I come into your business, assess your current operational structure, and identify exactly where your systems are breaking down, the revenue leakage, the bottlenecks, the KPI blind spots your team has stopped seeing because they're too close to it. You leave with a clear 30-day roadmap and the confidence of knowing what needs to happen first. This is where most engagements begin.The Reset | 90-Day Transformation Sprint
Typical Investment: $6,000 – $10,000This is where the work gets done. I redesign your highest-friction workflows, build the SOPs your team has been operating without, install KPI reporting that gives leadership real visibility, and correct the structural misalignment that's been quietly costing you margin. At the end of 90 days you have an operational infrastructure built to support your next stage of growth without you at the center of every decision.The Partner | Fractional COO Advisory (6 - 12 month minimum)
Typical Investment: Starting at $4,500/mo.For firms that need consistent, senior-level operations leadership on an ongoing basis. I integrate directly with your leadership team by attending key meetings, managing your operational infrastructure, providing fiscal accountability and capacity planning and give you the executive oversight your firm needs to scale without the $200,000+ annual cost of a full-time hire.This is a genuine partnership, not a consulting relationship.
Why Fractional Works And Why It Works for Your Firm Right Now
Most growing firms hit the same wall: they need senior-level operations leadership but they're not ready or not willing to commit to a $200,000 full-time hire. The fractional model exists for exactly that moment. You get a dedicated operations director with 25 years of experience, integrated into your leadership team, focused on your firm's specific problems at a fraction of the cost and with none of the long-term employment overhead.Outcome-Based Engagements: Every engagement is structured around your firm's specific complexity and goals, not a cookie-cutter package. I focus on the highest-leverage activities first: the changes that immediately reduce your operational burden and free you to lead. You always know what we're working on, why, and what success looks like.Dedicated Executive Presence: I show up consistently in your leadership meetings, in your operational decisions, in your reporting cadence. I'm not a consultant who delivers a deck and disappears. I'm the person accountable for making sure your operations actually change. That distinction matters more than any credential I could put on this page.Optimized Investment:
A full-time Senior Operations Director or COO typically costs $200,000 or more annually before benefits, equity, or onboarding. My fractional model delivers the same caliber of leadership at a fraction of that investment, with no long-term employment commitment and no overhead. You pay for the expertise. You keep the flexibility.Executive Value:
What professionalized operations actually gives you is not a better org chart. It's time. It's the ability to walk into your week knowing your firm is running without you holding it together. Fiscal accountability, capacity planning, systems architecture, these are the mechanics. The outcome is that you get to lead your business instead of manage it.
About Sandy Davis
I'm Sandy Davis. I have 25 years of operations experience with 20 of those inside commercial real estate at three of the most recognized firms in the industry: Colliers, CBRE, and SRS Real Estate Partners.I've managed $42M+ operating budgets. Overseen 4 regional offices. Supervised 33–36 administrative staff. Delivered $300K in annual cost savings through vendor renegotiation. Executed 5 major office buildouts without a single day of service disruption.For two decades I watched a pattern repeat itself across every firm I worked in: the business would grow, the revenue would climb, and then the operations would quietly start breaking under the weight of it. Leadership would scramble. Good people would burn out. The founder would get buried in problems that should have been solved by a system that didn't exist yet.I built those systems. At scale. In high-pressure environments where getting it wrong had real consequences.I founded Elevate Operations Advisory to bring that same level of operational leadership to growing firms that need it; CRE brokerages, law firms, accounting practices, financial advisory firms, and professional services organizations without the cost or commitment of a full-time executive hire.My Mission
I believe that when a firm's operations are built right, everyone inside it gets to do their best work. The founder leads instead of manages. The team executes instead of firefights. The clients feel the difference.My mission is straightforward: I help founders of growing firms build the operational infrastructure they should have had six months ago so they can scale their business without it scaling their stress.$42M+ — Operating budget managed
$300K — Annual cost savings delivered
4 offices — Regional operations directed simultaneously
5 buildouts — Executed with zero service disruptionThese results were built at Colliers, CBRE, and SRS Real Estate Partners. I bring the same standard to every engagement.
Why Work With Me?
I deliver structure without rigidity and accountability without friction.At this stage of your growth, scrappy has become a liability. You've built something real. Now it needs an operational foundation that can carry the next decade of growth without breaking or breaking you.I've spent 25 years building exactly that. Twenty of those years inside commercial real estate at Colliers, CBRE, and SRS Real Estate Partners. The rest across professional services, investment banking, and software operations. Every firm I've worked in has faced a version of the same problem. I know what it looks like from the inside and I know how to fix it.If your operations are slowing your growth, costing you margin, or keeping you buried in problems your team should be solving without you, that's where I come in.
Book a free 30-minute call. Tell me what's not working. I'll tell you exactly what I'd do about it, whether we work together or not.No pitch. No pressure. Just a direct conversation with someone who has seen this before and knows how to fix it.
Ready to Elevate
You've built something real. You shouldn't have to spend your best hours managing the infrastructure that's supposed to support it. Scaling should feel like momentum not like you're one bad week away from everything falling apart.Whether you have one specific operational problem or your entire infrastructure needs to be rebuilt from the ground up, I've seen it before. I know what to fix first, what to fix next, and what to leave alone.That clarity is what 25 years of doing this work actually buys you.Stop managing your operations. Start leading your business.Book a free 30-minute call. Tell me what's not working. I'll tell you exactly what I'd do about it, whether we work together or not.