Command Center — K9 All Systems

Mission

To protect what matters most through innovative security solutions and exceptional service

Vision

To be the most trusted commercial security integrator in our market

Values

Integrity, Excellence, Innovation, Safety, Customer First

Active Projects

Completed

Employees

Enhancement Score

Revenue (Current)

Projects

Task Board

Job Costing

Project Name	Status	Budget	PM	Client

Total Revenue

Total Cost

Gross Profit

--%

Avg GP Margin

Project	Budget	Actual Cost	GP$	GP%

Team

Job Descriptions

Reviews & 360

Development

Onboarding

Name	Title	Department	Reports To	Status

5 job descriptions on file

All

Draft

Pending Employee

Ready for Meeting

Complete

Employee	Period	Reviewer	Status	Rating	Actions

Career development paths configured for Production Operations, Estimating/Sales, and Administration tracks. Gatlin Everett's Manager Workbook is LIVE -- focused on financial literacy, operational leadership, and strategic planning.

Gatlin Everett

Manager Workbook -- Active

Leadership development, financial literacy, strategic planning

Mike Johnson

Production Leadership Track

Quality systems, team management, ISO compliance

Sarah Chen

Admin Leadership Track

Financial tracking, process systems, customer service

Employee Onboarding Workbook

Download, print, and complete as you work through the modules. Designed for your binder.

Your Progress

Enter your name to begin:

Module 1: Welcome to K9 All Systems

30 minutes

▼

Module 2: Core Values — Living Them Daily

30 minutes

▼

Module 3: Goals, Metrics & Why They Matter

25 minutes

▼

Module 4: Value Creation — What It Means for You

25 minutes

▼

Module 5: Your First 90 Days

20 minutes

▼

Value Enhancement Score

Operational Enhancement Score

55/100

Early Engagement -- Significant Room for Growth

Score Progress

Valuation Impact

Before Enhancement

2.1x

SDE Multiple

$1.26M

Estimated Value

-->

+$1.14M

VALUE CREATED

After Enhancement

4.0x

SDE Multiple

$2.40M

Estimated Value

Basis: $600K annual SDE, baseline 2.1x multiple, target 4.0x at 100/100 score

Value Service Coordinators

Documented Processes

35%

Succession Readiness

45%

Financial Controls

48%

Production Quality

78%

Customer Diversification

55%

Team Development

65%

Marketing & Sales

Total Leads

Proposals Sent

Deals Won

--%

Conversion Rate

Lead / Prospect	Industry	Status	Est. Value	Contact

Exit & Succession Plan Tracker

Total Initiatives

Completed

In Progress

--%

Plan Completion

Advisory Team

Travis Catania

Lead Advisor -- Business Succession Pros

Chad Wilson

Wealth Management -- Westpac Wealth

Jennifer Morton

Bookkeeping / Financial

Initiatives

Initiative	Category	Owner	Status	Due Date

5-Year Financial Projections

$4.0M

Current Revenue

$10.0M

Year 5 Revenue

$600K

Current SDE

$1.80M

Year 5 SDE

$7.20M

Year 5 Valuation

5-Year Projection Summary

Year	Revenue	Growth	SDE	SDE Margin	Multiple	Valuation

Succession Planning

Succession Planning Vision

Mission

To protect what matters most through innovative security solutions and exceptional service

Vision

To be the most trusted commercial security integrator in our market

Succession Vision

Build a leadership team capable of providing exceptional security services and growing the business sustainably

Master Calendar -- Upcoming Events

Date	Event	Owner	Status
April 15, 2026	Monthly Business Review	Travis / Ryan	Upcoming
April 30, 2026	Process Documentation Phase 1	Austin / Christopher	Upcoming
May 15, 2026	Production KPI Dashboard Launch	Travis / Team	Upcoming
June 15, 2026	Q2 Financial Review	Ryan / Jennifer	Scheduled
July 15, 2026	Quarterly Strategy Workshop	Travis / Ryan / Austin	Scheduled
September 1, 2026	Annual Planning Workshop	Travis / Leadership Team	Scheduled
October 15, 2026	Succession Readiness Assessment	BSP Advisory Team	Scheduled
December 15, 2026	Year-End Review & 2027 Planning	BSP Team / Leadership	Scheduled
March 15, 2027	Q1 2027 Business Review	Travis / Ryan	Scheduled
June 15, 2027	Mid-Year Transition Check	BSP Advisory Team	Scheduled

Team -- Succession Readiness

Ownership

Erik Keierleber

CEO / Owner

Business owner and primary decision maker. Strategic oversight, succession planning, and long-term business development. Preparing for transition to next-generation leadership.

Management Team

Gatlin Everett

Operations Manager -- KEY ROLE

Leading operations and developing management capabilities. Manager Workbook is LIVE. Focused on financial literacy, people management, and strategic planning. Key role in succession readiness.

Moderate Readiness

Mike Johnson

Production Manager

Manages production operations and team. Responsible for day-to-day installation execution and quality control.

Moderate Readiness

Sarah Chen

Office Manager

Manages administrative operations, scheduling, and office coordination. Supports financial tracking and customer communication.

Developing

BSP Advisory Team

Travis Catania

Lead Advisor -- Business Succession Pros

Primary point of contact. Leads succession planning engagement, coordinates with all professionals, and provides ongoing strategic coaching.

Chad Wilson

Wealth Management -- Westpac Wealth

Personal wealth planning for Ryan and family. Coordinates financial strategy alongside business succession.

Jennifer Morton

Bookkeeping / Financial

Financial tracking, bookkeeping, and P&L analysis. Ensures accurate financial data for decision-making.

BSP Operations Team

Christopher

Implementation Specialist

Supports implementation of playbooks, systems, and processes. Executes BSP engagement deliverables.

Sarina

Client Success Manager

Ensures BSP engagement deliverables are on track, coordinates communications, and monitors progress.

Fritz

AI Operations Assistant

AI-powered operational support. Assists with data analysis, document preparation, research, and automated workflows.

Department Process Flows

Estimating & Sales

Step 1

Lead Gen

Step 2

Capture

Step 3

Qualification

Step 4

Proposal

Step 5

$785K

Pipeline Value

38%

Conversion Rate

$95K

Avg Deal Size

Department Alignment Score

68%

Alignment: Developing

Process documentation strong. Target market clarity needs work.

65% Target Market

75% Process Docs

62% Differentiation

70% Customer Feedback

Action Items

Document sales process end-to-end
Build pipeline tracking dashboard
Define win rate benchmarks

Production / Operations

Step 1

Job Order

Step 2

Material Prep

Step 3

Laser Cutting

Step 4

Installation

Step 5

Quality

Step 6

Delivery

92%

On-Time Delivery

97%

Quality Rate

78%

Efficiency Score

Department Alignment Score

78%

Alignment: Strong

Operational excellence foundation in place. Safety and quality protocols well-documented.

82% Process Docs

75% Safety Protocols

80% Quality Systems

68% Job Costing

Action Items

Complete production manual
Implement KPI dashboard
Enhance job costing tracking

Administration

Step 1

Order Entry

Step 2

Scheduling

Step 3

Invoicing

Step 4

AR Collection

Step 5

Reporting

34 days

AR Days

95%

Invoice Accuracy

4 hrs

Response Time

Department Alignment Score

58%

Alignment: Moderate

Financial systems need strengthening. Process documentation in progress.

48% Financial Controls

60% Process Docs

72% Customer Service

52% AR Management

Action Items

Implement financial tracking dashboard
Document admin processes
Build AR collection system

Reports & Documents

Combined Operations Report

Q1 2026

Comprehensive operational overview across all departments with KPIs and strategic insights.

Department Performance Reports

Q1 2026

Individual department deep dives with alignment scores.

Operational Forms & Templates

Forms

Process mapping forms, job description builder, coaching frameworks.

Forms Library

Pre-filled operational forms for K9 All Systems. Click any form to view.

People Alignment Form

Gatlin Everett -- Operations Manager assessment

Job Description Builder

Operations Manager role

Process Mapping Form

Production process documentation

Coaching Conversation

Gatlin Everett -- leadership development

Weekly Meeting Agenda

K9 Weekly Meeting format

Monthly Business Review

K9 monthly review template

Quarterly Strategy Workshop

K9 Q2 2026 planning

Leader Retention Bonus Tracker

Track KPI progress toward bonus goals. Update actuals monthly.

Settings

Configuration

Permissions

Module Manager

Mission, Vision & Values

Mission Statement

To protect what matters most through innovative security solutions and exceptional service

Vision Statement

To be the most trusted commercial security integrator in our market

Core Values

Integrity, Excellence, Innovation, Safety, Customer First

Demo mode -- configuration is read-only

Permission Tiers

Admin (BSP): Travis, Christopher, Sarina -- full access + module toggles
Leadership: Erik Keierleber -- sees everything except module toggles
Manager: Austin, Sean, Kenzie -- limited admin access
Employee: Production crew -- view own data only

Demo mode -- permissions are simulated

Module Manager

Toggle modules on/off. BSP Admin only.

K9 All Systems

Mission

Vision

Values

Projects

Task Board

Job Costing

Team Roster

Job Descriptions

Performance Reviews

Career Development

Employee Onboarding

Employee Onboarding Workbook

Your Progress

Module 1: Welcome to K9 All Systems

Our Story

Module 2: Core Values — Living Them Daily

Integrity, Excellence, Innovation, Safety, Customer First

Module 3: Goals, Metrics & Why They Matter

How We Measure Success

Module 4: Value Creation — What It Means for You

Building Value Together

Module 5: Your First 90 Days

Your Onboarding Timeline

Value Enhancement Score

Valuation Impact

Value Service Coordinators

Marketing & Sales

Exit & Succession Plan Tracker

Advisory Team

Initiatives

5-Year Financial Projections

5-Year Projection Summary

Succession Planning

Succession Planning Vision

Mission

Vision

Succession Vision

Master Calendar -- Upcoming Events

Team -- Succession Readiness

Ownership

Management Team

BSP Advisory Team

BSP Operations Team

Department Process Flows

Estimating & Sales

Department Alignment Score

Action Items

Production / Operations

Department Alignment Score

Action Items

Administration

Department Alignment Score

Action Items

Reports & Documents

Forms Library

People Alignment Form

Job Description Builder

Process Mapping Form

Coaching Conversation

Weekly Meeting Agenda

Monthly Business Review

Quarterly Strategy Workshop

Leader Retention Bonus Tracker

Settings

Permission Tiers

Module Manager