✨ STRATEGY · AI · TECHNOLOGY

Connect.
Build.
Execute.

Formula CBE accelerates organisational growth through strategic business services, AI, and technology solutions — helping you improve operations, generate new opportunities, and scale more efficiently.

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SERVICES

We help you identify new opportunities, build high-value partnerships, and accelerate growth.

Business Development

Build custom strategic growth models, analyze market opportunities, and optimize sales processes.

Strategic Partnerships

Develop meaningful partnerships that expand capabilities and create long-term value.

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AI Services

Leverage advanced artificial intelligence to automate processes, gain deep insights, and build next-generation products.

✔ AI Strategy
✔ AI Assistants
✔ AI Chatbots
✔ Workflow Automation
✔ Predictive Analytics
✔ AI Data Processing
✔ AI-Powered CRM
✔ AI Analytics
✔ Generative AI
✔ Logistics AI
✔ Real Estate AI
✔ Custom AI Solutions
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Technology Solutions

Custom software and modern infrastructure built specifically around your organization's needs.

Custom Software
Web & Mobile Apps
SaaS & Cloud
API Integration
Enterprise Automation
Database & Dev Teams

Strategic growth backed by real-world experience.

Founder Peter Montesano brings over 15 years of experience leading cross-functional teams, executing growth initiatives, and delivering scalable technology solutions.

15+

Years

$1M+

Revenue Generated

$5M+

Managed Budgets

9 Months

Avg. ROI

🏢
Executive-level relationships
📈
Growth across industries
⚡
Experience meets modern AI

Solutions built for your industry.

✚ Healthcare 🏢 Real Estate Brokerages 💰 Financial Advisory / RIA Firms 🛡️ Insurance Agencies ⚖️ Law Firms 🏗️ Construction Co... 🍽️ Restaurants & Food Service 🛌 Hotels & Boutique Lodging 🏠 Home Services & Trades 📊 Accounting & CPA Firms 🏬 Small Business 🔧 Auto R...
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Frequently Asked Questions

If you have repetitive processes, large amounts of data, or a need to scale operations efficiently, your business can likely benefit from AI. We start with a discovery call to assess your readiness and identify high-ROI opportunities.

Every engagement begins with a deep dive into your current state. From there, we design a custom strategy and implement technology solutions tailored to your goals.

Both. Our methodologies are scalable and can be tailored to the agility of a startup or the complexity of an established enterprise.

Timelines vary based on complexity, but most initial implementations and pilot programs are launched within 4 to 8 weeks.

Absolutely. API integration and connecting disjointed enterprise systems is a core part of our technology solutions.

We offer standalone strategic consulting to help you define your roadmap before any technology investment is made.

Let's start the conversation.

Tell us what you're working on. We'll bring the right questions, perspective, and expertise to the conversation.

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