Tired of hearing the same frustrating story every month?Equipment sitting idle, costs spiraling, and no clear path to improvement? We understand. Your operations team says they don’t have enough equipment, your equipment team says they need more mechanics, and somehow, the budget is always overspent.

The Equipment Elite Assessment cuts through the noise to show you exactly where the issues are – and how to fix them.

• Complete Assessment of Your Fleet Management
• Visual Scorecard Pinpointing Exact Improvement Areas
• Tactical Roadmap for Seamless Implementation
• Expert Guidance and Training
• Progress and Leadership Updates

• Delivers 2-5x+ Return on Investment
• Aligns Equipment, Operations, and Accounting Departments
• Uncovers Hidden Cost-Savings
• Improves Interdepartmental Communication
• Establishes Clear Performance Metrics

Most assessments barely scratch the surface. Specialists skim over the real issues, hand you a cookie-cutter report, and leave you to figure out what to do next. This is NOT that.

The Equipment Elite Assessment goes deeper than anyone else can—or dares to—because it’s built around the Equipment Wheel: a powerful, battle-tested framework designed specifically for contractors who rely on heavy equipment to get the job done and make money doing it.

Led by experts who speak the language of Equipment, Ops, and Finance, we uncover what others miss—and show you exactly how to fix it.

At the center of the Equipment Elite Assessment is the Equipment Wheel—our flagship framework that gives you the big picture of how a world-class equipment business actually works.

The wheel breaks your operation into 16 essential areas, grouped into four quadrants:

1. Acquire & Dispose – Fleet standards, Procurement, Fleet Age, and Disposal
2. Operate It – Compliance & Risk, Move It, Use It, Track It
3. Repair & Maintain It – Maintenance, Monitoring, Repairs, and Rebuilds
4. Level-Up – Equipment Accounting, Team & People, Automation & Integration, and Facilities & Tooling

Across these areas are 100+ practical, real-world topics – each one representing a core function that must run smoothly if you want to stay competitive, control costs, and keep equipment productive.

Each spoke is mission critical. If even one breaks down, the whole system suffers – costs rise, uptime drops, and ROI disappears.

Here’s what makes this different.

The Wheel acts as both a compass and a mirror:

• As a compass, it gives you direction. It points you to the exact areas where time, money, and focus will drive the biggest improvements. No guessing. Just a clear path forward.
• As a mirror, it reflects back the truth—how your teams are actually performing, where communication is breaking down, and how well your equipment operation is aligned (or isn’t). It’s honest. It’s visual. And it gets everyone on the same page.

We don’t just review your data – we sit down with your Equipment, Operations, and Accounting teams, ask the right questions (a lot of them), dig into your systems, and see how things actually work in real life – not just on paper. Then we map it all onto the Equipment Wheel.

What you get is a clear, visual breakdown of what’s working, what’s holding you back, and where to focus next.
You don’t walk away with a generic report. You get:

• A visual scorecard of your internal equipment triangle
• A shared language across departments
• A practical, tactical roadmap your team can act on immediately

This is how you go from firefighting and guesswork… to focus, alignment, and real traction.

This isn’t just an assessment.

It’s a wake-up call.


It’s a roadmap. A rallying point. A system you can finally build on.

AND…. you’re not left to figure it out alone.

You get a partner ready to roll up their sleeves and help you make it happen. If you’re ready to build the systems, routines, and results that stick, check out our Equipment Coaching & Support services.

• Contractors who are tired of putting out fires and guessing where the money’s going
• CFOs who want to see the full picture—equipment ROI, cost drivers, and what to prioritize
• Equipment Managers overwhelmed by breakdowns, unsure on true costs, missing data, or suffering from disconnected systems and tools
• Operations Leaders who just want reliable equipment, when and where it’s needed
• Executives looking to align their field, shop, and finance teams under one system
• Companies ready to stop flying blind and start managing equipment like a business