Systematize to Scale: Adi Klevit on Process Power in Small Business

In this episode of Permanent Equity, Michael Crow sits down with Adi Klevit, founder of the Business Success Consulting Group and host of the System Simplified podcast. With decades of experience as an industrial engineer and management consultant, Adi specializes in documenting and implementing business processes that help owners regain time, reduce chaos, and build scalable companies. Together, they explore the critical role of operational systems in both buying and selling businesses, from knowledge transfer and employee training to boosting valuations and managing acquisitions. Adi shares practical insights for owners looking to exit or grow, and how systems can turn businesses into repeatable, transferable assets.

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[00:00:00] Michael introduces Adi Klevit and her background in process consulting.
[00:01:51] Adi explains why documentation alone isn’t enough—it must be implemented and used.
[00:02:59] Her motivation for starting Business Success Consulting Group.
[00:04:01] Defining what makes a strong process or system, using lead intake as an example.
[00:05:06] How process mapping works across departments and identifying operational gaps.
[00:05:48] Ways to measure project success—from reducing callbacks to increasing business valuation.
[00:08:36] The importance of rolling out processes and ensuring adoption company-wide.
[00:10:43] Why documentation must be living, accessible, and regularly updated.
[00:11:22] Process dependency and its impact on business valuation.
[00:12:48] Cultural buy-in and leadership participation as essential to successful implementation.
[00:14:47] How Adi determines where to begin documentation—based on need, growth, or risk.
[00:17:22] Adi and Michael discuss what makes a business scalable.
[00:19:03] AI's role in systematization and why clear processes are still foundational.
[00:20:00] Real-life client examples of scaling, knowledge extraction, and reducing training time.
[00:23:44] When new business buyers should begin process documentation—ideally immediately.
[00:25:03] Structuring acquisitions to enable post-sale knowledge transfer.
[00:27:58] Ongoing support: from initial documentation to quarterly updates and audits.
[00:29:28] Ideal company size and revenue for implementing these systems.
[00:30:20] How franchisees and franchisors differ in their process needs.
[00:31:53] Final deliverables: digital process documentation systems, not just binders.
[00:33:44] Merging companies: dealing with conflicting systems, teams, and software.
[00:35:53] Key due diligence questions to ask when buying a business.
[00:38:58] Adi’s advice: ask “why” and “why not,” observe first, then optimize.
[00:40:14] Where to find Adi’s work, podcast, and contact info.


Links:

Adi Klevit on LinkedIn:
⁠  / adiklevit⁠   

Business Success Consulting Group: ⁠
https://bizsuccesscg.com/⁠ 

Reach Adi by phone:
503-662-2911

CEO World Article:
⁠https://ceoworld.biz/2025/04/26/beyon...

Download “How to Increase Profitability through Systematization” e-book: ⁠http://www.successreplicated.com/⁠ 

Michael Crow on LinkedIn:
⁠  / ⁠   

Learn more about Crow Companies:
https://crowcompanies.com/