Matt Agnese

Directions Website

Strategic Advisory & Business Operations | Business Ownership & Transition | Systems Implementation | MBA, CFC

Matt Agnese, MBA, CFC works with experienced professionals who are thinking seriously about what comes next, including whether business ownership makes sense for them. The process starts with the person, not the opportunity. Goals, strengths, lifestyle, finances, risk tolerance, and the role someone actually wants to have all matter before evaluating a business. Ownership options may include franchises, existing business acquisitions, licensing, distributorships, independent businesses, and other structured models. Sometimes the right answer is not to pursue ownership at all. Matt also provides select consulting and advisory support in operations, procurement, supply chain, strategic sourcing, process improvement, and organizational stabilization. The goal is simple: understand the options, pressure-test the assumptions, and make a sound decision before committing significant time and capital.

10/31/2026

The side spreadsheet is a signal.

When your team keeps one next to the CRM, the process no longer fits the business, or the CRM was never set up for how you actually sell.

Fix the process first. Then the tool.

10/31/2026

Buying an existing business?

The goal is not to find a business you can buy. It is to understand what kind of ownership decision you can defend after the excitement wears off.

Start with the assessment: planbandc.com/corporate-refugee/business-ownership-assessment-process/

10/30/2026

The CRM rarely fails. The rollout does.

No agreed stages. No owner for data quality. No reason for the team to use it instead of their own spreadsheet.

Implementation is an operations project, not a software install.

10/30/2026

There's an old saying in EMS: treat the patient, not the monitor. The screen can tell you a lot, but it can also be wrong, and the person in front of you is right there.

I think about that every time I see an owner staring at a dashboard while customer complaints pile up in the inbox. The numbers matter. They just aren't the whole patient.

10/30/2026

Procurement taught me the obvious problem is not always the real one.

Same with a stalled career. Before you change jobs, buy a business, or start one, ask what you are trying to change.

Solving the wrong problem efficiently is still solving the wrong problem.

10/29/2026

Three automations I'd set up before anything clever:

1. New lead in, owner assigned, follow-up task created.
2. Deal moves stage, next activity scheduled.
3. Deal sits too long, someone gets told.

Boring. Effective.

10/29/2026

I spent years in procurement and supply chain before I started Plan B and C. One habit stuck with me.

When a vendor is late twice, stop asking why they're late. Start asking why you built the whole week around them.

Most owners I talk with have a person, a tool or a customer like that. It's worth a look before the next busy stretch.

10/29/2026

Being self-employed is not just doing your old job without a boss.

You find the work. Price it. Negotiate it. Deliver it. Get paid. Maintain the relationship.

Then get up the next morning and do it again.

10/28/2026

Most small businesses don't have a lead problem. They have a follow-up problem.

Every open deal should have one owner and one next step with a date.

No next step, no deal. Just a hope.

10/28/2026

Franchise ownership is not passive by default.

Some models need an owner-operator. Some need heavy local sales. Some depend on recruiting and staffing.

A good franchise can still be the wrong business for the person buying it.

Address

Falmouth, MA

Website

https://planbandc.com/, https://fzybr.com/

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