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SAZ
Finance · Scale Fast

Scale Fast for Finance.

Scale from $5M to $50M, or $50M to $250M, without breaking the business.

Finance firms compounding with AI.

Finance · Scale Fast

Why finance operators engage SAZ to scale fast.

Scaling is where most companies stall. The operating model that worked at $10M breaks at $50M. The leadership team that built it can't run it. SAZ scaling engagements codify the operating model, leadership team, and execution rhythm a business needs at the next stage — and the work to get there without breaking what already works.

Financial services operators — wealth, lending, brokerage, fintech — are under pressure from rates, regulation, and AI-native entrants. SAZ helps financial services firms modernize systems, build AI-powered workflows, and accelerate growth under OSC, IIROC, and OSFI frameworks.

The approach

The SAZ playbook for scale fast, calibrated to finance.

Month 1

Stage diagnostic

Where the business actually is on the scaling curve — people, systems, economics.

Month 2

Operating model design

Org, accountability framework, decision rights, cadence.

Month 3

Leadership plan

Hire sequence, scorecards, onboarding for the next 5-15 hires.

Month 4+

Embedded execution

First 90 days of execution with the team.

Expected outcomes

What finance operators walk away with.

Stage-appropriate operating model

Leadership team plan with hire sequence

Unit economics tuned for next stage

Operating cadence and scorecard

Finance · Scale Fast

Ready to scale fast in finance?

Email info@Sedighi.ca or call (604) 632-4959. A senior partner responds within one business day.

Responding to inquiries within 1 business day