The Fultz Group
Where Wall Street meets Main Street.
Corporate-grade systems, applied at family-business scale.
We are not coaches. We are not consultants. We are operators who turned a mom-and-pop into a small corporate powerhouse, and now we help other family-business owners do the same without losing the soul of the company.
Not coaches.
The gap nobody fills
The consultants don't fit your desk. The coaches don't survive your Tuesday.
Most family-business owners get pulled in one of two directions when they want to grow.
The corporate consultants show up with frameworks built for $500 million companies and slide decks that don't fit on the desk of an owner who's also doing the dispatch. The coaches show up with mindset work and three-step cures that don't survive a Tuesday on the shop floor.
What's missing is the combination. Real account management, real cross-functional alignment, real dashboards, real strategic partnerships, but built for a 30-employee fleet repair operation in Tennessee, not a Fortune 100 with an army of analysts.
We fill that gap because we've actually had to do both. Wall Street rigor in companies whose teams call us by our first names.
Two halves of one business
Most owners get half of what they need. You get both.
Steve · Vision & Direction
The WHY and the porch conversation.
Forty years of operating. A PhD in counseling psychology. Twenty-five years in pastoral ministry. The one who decides where the company is going, takes the calls that need an owner on the line, and carries the public-facing role.
- Co-author, Family Business Facelift
- Co-owner of three operating family businesses
- AI for small business: where automation saves an owner time, and where it doesn't
Melissa · Systems & Execution
The HOW and the dashboard.
Eighteen years at Omnicell and McKesson building cross-functional alignment programs. A $1.5B customer-revenue track record. The one who builds the rails and stands up the dashboards for sales, marketing, service, and finance.
- International best-selling author of The Art of Alignment
- Account-management toolkit that became a Gartner white paper
- "Consultant of the Year" in a Fortune 10 company
Who this is for
You know your craft cold. What you don't know is how to run the business without being the engine.
That's not a character flaw. It's what happens when a company gets built to run on one person's brain. The fix is the slow, specific work of taking your brain out of the business and putting it into a system, while the business is still profitable and you still have energy. That's the shift.
The family of brands
One method. Several front doors.
Whatever stage you're in, there's a way to start. Read first. Join the conversation. Do the work at your own pace, or do it with us.
Family Business Facelift
The book. From bottleneck to breakthrough. The four moves we used to get our own businesses out of our heads.
Read first 02The Owner Shift
Owner-to-owner writing for people who want to own the business instead of being owned by it.
The newsletter 03The Owner Shift Community
A free community where family-business owners working through the same questions trade notes. No cost to join.
Join free 04Obsolete By Design
The self-paced course. You haven't finished building your business until it can succeed without you.
Do the workStart here
Tell us where the business is stuck.
A first conversation is a diagnosis, not a pitch. Sometimes the answer is that we're not a fit, and we'll point you to a better resource. Either way you leave knowing more than when you started.
We don't take clients we can't help.