Driving performance for the next wave of professional services firms.

The model is changing. We help firms adapt how they operate, grow, and perform.

Beyond consulting.
Closer to the business.

We partner with services firms and investors to improve performance and how decisions get made.

Through hands-on operating support, rooted in data, systems, and real-time insight, we help businesses run with greater control and clarity.

From day-to-day operations to transactions and value creation, we support the moments that define performance.

CLIENT OUTCOME

F&FC partnered with Interactive Strategies to develop an operating model roadmap that demonstrated a path from 33% to 40%+ gross margins by optimizing pricing, utilization, and delivery structure.

When it matters.


Growth creates complexity

We bring structure and control so the business can scale without breaking.

Preparing for a transaction

We position the business as scalable and investor-ready.

The investment thesis needs to become reality

We help investors and leadership translate value-creation priorities into results.

EXECUTIVE COMPANION

Better operations start with better decisions.

Executive Companion is an AI-powered strategic operating partner built for services businesses. It helps leadership teams plan ahead, think through decisions, and understand where the business is headed.

By connecting pipeline, delivery, resourcing, and financial performance into a shared operational model, Executive Companion creates one connected view of the business across your operational systems.


Our CEO & Founder, Dave Valliere, recently sat down with MarTech360 to discuss the hidden operational constraints that hold growing firms back.

Ask questions, test scenarios, and understand what happens next - without pulling reports or stitching data together.

AI readiness.


The opportunity with AI extends well beyond productivity. Real business impact requires services firms to rethink their operating model, data, workflows, and how their organizations work.

ARTICLE

Building an AI-Ready Services Business
A practical guide to building the operational foundation, context, workflows, and organizational readiness required to move from AI experimentation to business impact.

Read the article

WEBINAR

AI Is Everywhere. So Where Are the Business Results?
A conversation with Kantata on why widespread AI adoption hasn't yet translated into business performance - and what services leaders should do differently.

Watch the webinar

HOW WE HELP

Make Your Business AI-Ready
We help services firms build the operational foundation for AI - from connected data and business context to redesigned workflows, decision-making, and change management.

Start a conversation

Our ideas.


Form & Function is a proud Kantata partner

As an approved Consulting Partner, we are an expert partner offering services including implementation, configuration, and strategy for companies using Kantata SX (formerly Kimble) or Mavenlink to improve project management, resource allocation, and financial tracking.

Thinking about implementing Kantata?

Download our Pre-Implementation Checklist and assess your organization’s readiness.

Ready to scale smarter, perform with precision, and unlock growth?

Seeking a strategic partnership or have a specific project in mind? We’re here to listen and are eager to explore how we can collaborate with you and help you achieve your goals.