Elevate Managed Services
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The Execution Platform

Managed execution for companies that cannot afford open loops.

Elevate runs finance, compliance, people operations, and business intelligence for a family of operating companies in construction, development, and education. The same team and the same system are now open to outside clients.

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Strategic Solutions. Personalized Support. Elevated Success.

The Central Execution Layer

Decisions become tasks. Tasks become outcomes. Outcomes become metrics.

Traditional outsourcing hands you a vendor. Elevate embeds a team inside your operation and holds it to your numbers. One scorecard, one source of truth, and a standing record of what was decided and whether it actually happened.

  • 01 Agreements turned into operating workflows
  • 02 Decisions tracked through to completion
  • 03 Repeatable workflows instead of heroics
  • 04 Risks surfaced early, while they are still cheap
  • 05 Clear owners and a clear path of escalation
  • 06 Reporting that reconciles to one set of books

Seven service pillars

Take the whole back office, or take the part that is breaking.

Every pillar runs on the same execution layer, so a client who starts with one can add another without rebuilding their reporting.

01

Financial Management

Month-end close, reporting packages, budgets and forecasts, and lender-facing materials.

Lead product
02

Compliance

Filings, policy, and audit readiness held to a calendar rather than a scramble.

03

Operations & Execution

Meeting cadence and action tracking, so what gets committed in a room survives the week.

04

HR, Payroll & People

Onboarding, documents, and manager tooling in one employee home base.

The Hub, powered by Elevate
05

Education Management

Full-scale back office built for charter and private K-12 operators.

06

Marketing

Brand, collateral, and campaign execution held to the same delivery cadence.

07

Business Intelligence

Entity-level scorecards and the reporting layer that sits above them.

Who we serve

Built inside an operating company, not a consultancy.

Elevate was built to run the back office of a working portfolio, and every entity in that portfolio is a client. What goes to market is proven capacity, not a pitch deck.

Education

Charter and private K-12 operators who need a finance and compliance function that can stand up to an authorizer.

Real estate

Operating companies and sponsors carrying development pipelines, lender reporting, and entity-level books.

Family offices

Holding companies with several entities under one roof and no appetite for several back offices.

Getting started

Operational by day 31.

The path from first conversation to a running engagement is deliberately short, because a back office that is half-installed helps nobody.

01

Discovery

A working session to map what you run today, where the loops stay open, and which pillar is costing you the most.

45 to 60 minutes
02

Scoped proposal

A tier or an à la carte scope, priced against your operation, with a 90-day roadmap attached.

Within one week
03

Onboarding

Systems, cadence, and owners put in place while your current process keeps running underneath.

30 days

Leadership

The people accountable for the work.

Amanda C. Tucker

Director of Education & Workforce Development

Anita Russell

Vice President of Finance

Marc Davis

Chief Operating Officer

Joseph Fawole

President

Start with one conversation about what is not closing.

Bring the part of the operation that keeps slipping. We will tell you what it would take to run it properly, and what that costs, before you commit to anything.

Book a discovery call hello@elevatemanagedservices.com