Financial visibility & performance
Build budgets and forecasts, investigate expense and revenue variances, and establish KPI and pipeline reporting that connects financial performance to operational decisions.
CLEARER FINANCIAL DECISIONSYOU BRING THE BUSINESS CHALLENGE
I build the solution.
And lead
the execution.
Fractional COO-level operations leadership.
From the business challenge to the work that follows.
For professional services firms and businesses that need stronger financial visibility, accountable teams, and efficient systems. I connect strategy to the people, processes, technology, and financial decisions that make it work.
For established firms and growing businesses.
Experienced operations leadership, shaped around your needs.
Experienced operations leadership, shaped around your needs.
SANDY DAVISFounder & Fractional Operations Leader
EXPERIENCE. CLARITY. EXECUTION. A practical partner for what comes next.
EXPERIENCE THAT
TRANSLATES INTO IMPACT
Built through years of
hands-on operations leadership.
$300K+
Annual cost savings delivered
20%+
Productivity gains achieved
25+
Years in operations & leadership
Results from Sandy’s prior operations leadership roles. Outcomes depend on each business and engagement.
WHEN STRATEGY NEEDS AN OPERATING PARTNER
The business has a vision.
Who is leading the execution?
When costs, capacity, systems, and decisions fall between departments, the founder ends up holding the operation together. I connect the work and take responsibility for moving it forward.
01
Decisions stall between departments.
Clarify ownership, align decision-makers, and set accountability for the work.
02
Financial data is not driving action.
Connect budgets, forecasts, variances, and KPI reporting to priorities your team can act on.
03
Good ideas stop at the handoff.
Build a practical business case, assign owners, and coordinate implementation with measurable follow-through.
PROFESSIONAL SERVICES. COMPLEX OPERATIONS. EXPERIENCED LEADERSHIP.
Commercial real estateLaw & accountingFinancial advisoryProfessional services
WHAT I HELP YOU SOLVE
Operations leadership.
Across the whole business.
From financial visibility to people, systems, and strategic projects, I build practical solutions around the real issue.
People, structure & accountability
Evaluate capacity and staffing needs, clarify ownership, and strengthen hiring, onboarding, performance management, and communication across departments.
PEOPLE ALIGNED TO THE WORKVendor contracts & cost control
Review recurring costs, renewals, and obligations. Compare vendors and negotiate commercial terms, with qualified counsel handling legal review when needed.
COSTS AND OBLIGATIONS IN VIEWTechnology, automation & implementation
Assess needs, research options, and compare proposals. Partner with technical experts to plan pilots, coordinate rollouts, and help teams adopt practical automation and AI tools.
SYSTEMS YOUR TEAM CAN USERevenue & marketing operations
Organize lead-to-revenue workflows, marketing production and approvals, transaction documentation, invoice readiness, and receivables follow-up with clear ownership and reporting.
A MORE CONNECTED REVENUE PROCESSBusiness cases & strategic projects
Evaluate office changes, organizational redesign, capital projects, and major investments. Document costs, options, risks, timelines, and implementation responsibilities.
DECISIONS BACKED BY A PLANTHREE WAYS TO MOVE FORWARD
The right support.
For your next stage.
Start with clarity, build the changes, or bring an experienced operator alongside you.
01 DIAGNOSE & PRIORITIZE
The Core
Operations Clarity Intensive
$3,250 one-time
30-day engagement
For the owner who knows something needs to change and wants a clear place to start.
- Workflow & structure review
- KPI visibility & capacity analysis
- Executive findings & 90-day roadmap
- Up to four strategy sessions
You leave with: a prioritized plan.
THE SIGNATURE 90-DAY RESET
02 REBUILD & IMPLEMENT
The Reset
90-Day Transformation Sprint
$6,000 total
90 days · $2,000 × 3 months available
For the business ready to turn operational friction into a better way of working.
- Workflow redesign & priority SOPs
- Roles, ownership & accountability
- KPIs, reporting & leadership alignment
- Implementation support & biweekly calls
You build: an operation ready to scale.
03 LEAD & SUSTAIN
The Partner
Fractional COO Advisory
$5,000 / month
Ongoing partnership · 6–12 months
For the founder who needs senior operations leadership as the business grows.
- Fractional COO-level partnership
- Organization design & KPI oversight
- Capacity forecasting & project oversight
- Leadership support & growth infrastructure
You gain: a partner in execution.
All pricing in USD. We confirm priorities, deliverables, and fit before an engagement begins.
Not sure where to begin?LET’S MAKE THE NEXT STEP CLEAR
Where does your
business need support?
A few questions to point you toward the right level of help. Your answers stay in this browser and are never submitted.
About one minute. No email required.
HOW I WORK
Investigate the issue.
Lead the follow-through.
Diagnose the bottleneck, evaluate the options, align decision-makers, and lead implementation with clear owners and measurable follow-through.
Diagnose
Investigate the bottleneck, trace the work, and review the financial, people, and systems information behind the issue.
A CLEAR DIAGNOSISEvaluate & align
Compare options and financial impact. Present a concise business case, clarify risks, and bring the right decision-makers together.
AN INFORMED DECISIONLead execution
Put owners, timelines, and measures in place. Coordinate implementation, adoption, and follow-through so the decision becomes a way of working.
MEASURABLE FOLLOW-THROUGHTRUST BUILT THROUGH THE WORK
The structure lasts.
So does the impact.
Perspectives from a client and colleagues who have experienced Sandy’s work firsthand.
Sandy is one of the few operations leaders I’ve worked with who can step into a complex, high-performance environment and immediately bring structure, clarity, and execution. Much of our success in expanding our presence across the region can be attributed to the operational foundation she helped build.
Sandy brings a strong operational and strategic lens to complex business challenges. Her ability to cut through noise and provide clear, actionable direction was incredibly valuable. What stands out most is her ability to connect high-level strategy with practical execution — she doesn’t just offer ideas, she provides a structured way to move forward.
Inheriting Sandy’s processes made my own transition significantly smoother. That’s the mark of someone who builds with intention and with the next person in mind. Sandy combines a sharp operational mindset with the courage to lead through discomfort.
Sandy brought a level of structure, clarity, and leadership that made a meaningful impact on our day-to-day operations. She created an environment where expectations were clear, communication was consistent, and our team felt supported. I would work with her again without hesitation.
BUSINESS EXPERIENCE.
HUMAN PERSPECTIVE.
HUMAN PERSPECTIVE.
MEET YOUR OPERATING PARTNER
I’m Sandy Davis.
I turn complexity
into forward motion.
I’m an operations executive and the founder of Elevate Operations Advisory, with 25+ years of operations and leadership experience, including 20 years in commercial real estate and an earlier foundation in investment banking.
I have spent my career being the person executive teams turn to when the problem is complex, the deadline is tight, and the solution is not obvious. I investigate what is happening, build practical alternatives, bring the right departments together, and take responsibility for execution.
At Colliers, CBRE, and SRS Real Estate Partners, my background includes directing four regional offices, leading teams of 33–36, and supporting 90+ professionals. My work spans regional and office-level budgeting, reforecasting, monthly P&L analysis, financial variance reporting across Greater Los Angeles, and National Capital Markets operations support. Vendor and process improvements have delivered $300K+ in annual savings and 20%+ productivity gains.
Today, I bring that hands-on executive perspective to business owners who need experienced operational partnership without immediately building a full executive team. From vendor negotiations and system rollouts to office changes and strategic projects, I build the business case, connect the departments, and lead the work through implementation.
OPERATIONS EXPERIENCE INCLUDES
Colliers · CBRE · SRS Real Estate Partners
$42MOC/IE revenue & expense planning
5Office relocations with zero downtime
Clear priorities. Honest conversations. Follow-through.
Let’s talk about your businessTHE ELEVATE ECOSYSTEM
Elevate Operations scales the business.
Leadership Advisory scales the leader.
LEADERSHIP ADVISORY BY ELEVATE WITHIN
Scale the
leader within.
Your responsibilities have grown.
The way you learned to lead may not have grown with them.
Private advisory for women and men who lead, own businesses, and make decisions. We identify the patterns shaping how you decide, delegate, communicate, set boundaries, and lead, so your way of operating fits the responsibility you carry today.
Bring the underperformance, conflict, difficult relationship, burnout, or decision you’re carrying. Leave with greater clarity about the pattern and a practical way forward.
Find your leadership supportTHE FOUNDER WITHIN FRAMEWORK™
A practical structure for changing the way you lead.
- 01Identify
- 02Map
- 03Redesign
- 04Reinforce
The four-session reset includes your Leadership Operating Blueprint: the pattern, the new approach, and how to keep applying it.
TWO WAYS TO WORK TOGETHER
Support for the decision in front of you.
And the leader you’re becoming.
FOR ONE IMMEDIATE CHALLENGE
Private Advisory Session
$450 / session
One private 90-minute session
A focused conversation for an immediate leadership challenge, a difficult conversation, or a decision you’re struggling to make.
A good place to start: you need space to think clearly and decide how to move forward.
FOR A DEEPER SHIFT IN HOW YOU LEAD
Founder Operating Reset
$1,800 / four sessions
Four private 90-minute sessions
Work through Identify, Map, Redesign, and Reinforce using the Founder Within Framework™, with your Leadership Operating Blueprint to carry the work forward.
A good place to start: a recurring pattern is affecting your decisions, delegation, relationships, or capacity.
LET’S START WITH THE PATTERN
Begin with a complimentary
30-minute Pattern Call.
How do I know which service fits?
Choose The Core when you need diagnosis and a prioritized roadmap. The Reset is for rebuilding workflows, accountability, and reporting with implementation support. The Partner provides ongoing fractional operations leadership. You can use the offer finder above or discuss the fit in a 30-minute conversation.
Do I have to start with The Core?
No. We choose the engagement around your business and the support you need. If priorities are already clear and you’re ready to implement, The Reset may be the right starting point.
What does fractional operations leadership mean?
It gives your business access to an experienced operations leader for an agreed scope and cadence. With The Partner, Sandy works alongside leadership on operating priorities, accountability, capacity, and execution.
Who is this best suited for?
Professional services firms and established businesses that need experienced operations leadership, clearer financial visibility, accountable teams, and more consistent execution. Sandy brings deep commercial real estate experience and serves law, accounting, financial advisory, and other businesses with operational complexity.
Are the results shown from Elevate clients?
The $300K+ in annual savings and 20%+ productivity gains reflect Sandy’s work in prior operations leadership roles. They show the experience she brings to Elevate. The needs and results of every engagement are different.
Can I get support just for my leadership?
Yes. Leadership Advisory by Elevate Within is a separate service for leaders, owners, and decision-makers. It focuses on decisions, delegation, communication, accountability, and leadership patterns. Explore Leadership Advisory and its two offers, or start with a complimentary 30-minute Pattern Call.
YOUR BUSINESS HAS A NEXT CHAPTER
Build the structure.
Make room to lead.
What is taking too much of your time, costing more than it should,
or falling between departments?
Let’s identify the issue and determine the right next step.