How I Work
Experience Is the Edge. Systems Turn It Into Money.
You've spent decades building business expertise that younger operators can't match. The problem isn't your experience. The problem is that most businesses at $2M to $20M are held together by the founder's own hours, with value leaking in places nobody's measuring. I help Gen X operators turn hard-won experience into systems, margin, and optionality — so you can launch what's next, fix what's broken, scale what's working, or exit for the number you actually deserve.
No theory. No guru frameworks. Just the playbook from 30+ years in the seat.
Start
Launch the Right Way. Without the Guesswork.
Most first-time founders burn 18 months and six figures figuring out what works. You don't have that luxury, and you don't need to. I help Gen X operators launch new ventures with the playbook I've built over 30+ years: the right entity structure, the right offer, the right go-to-market motion, and the right systems from day one. No MVP theater. No "lean" excuses for being unprepared.
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Entity structure, ops stack, and founding team alignment
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Offer design and pricing that hold up under real customer scrutiny
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Go-to-market plan built for your capital, not a VC's
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Advisory access across my portfolio of companies
Build
Build What Scales. Fix What's Leaking.
Most $2M to $20M operators hit the same wall: the business grew faster than the systems did. Revenue is up, margin is soft, the team is stretched, and nobody can point to exactly where the money leaks out. I run a forensic look at operations, sales, marketing, and finance, then build the infrastructure that lets you scale without hiring 20 more people or burning out the ones you have.
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Operational audit across sales, marketing, and finance
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Revenue systems, KPI dashboards, and accountability cadences
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Fractional C-suite support when you need the seat, not the salary
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AI and automation deployed where they actually pay back
Grow
Scale Revenue. Protect the Business You Built.
Growth is where most operators either break the business or burn themselves out trying to save it. I've seen both, and I've run the playbook that avoids both. We find the leverage points: where $1 in becomes $4 out, which deals to chase and which to pass, where M&A makes sense and where it's a distraction, and how to build a company that runs without you living inside it seven days a week.
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Revenue forecasting and capital strategy for the next stage
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Sales system overhaul: from lead capture to close, built on the relationships you already have
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M&A advisory: acquire, merge, partner, or pass
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Leadership and accountability systems that free up the founder
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Sustainable growth architecture (because burnout is a strategy tax)
Exit
Build a Business Worth Buying. Sell on Your Terms.
Whether you're planning to exit in the next 3 to 5 years or you just want the optionality of being able to, the work is the same: build a business that runs without you, document what makes it valuable, and position it in front of the right buyers at the right time. I've advised on M&A across multiple industries, and I've seen firsthand how operators leave millions on the table by starting the exit conversation too late. We start now, whether you sell or not.
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Valuation readiness: what buyers actually pay for (and what they discount)
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Systems and documentation that survive due diligence
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Buyer matching: strategic, financial, or internal succession
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Deal structure advisory: earn-outs, rollovers, and terms that protect you
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Post-close planning: what your life actually looks like on day one of not owning it
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Monthly strategic review across sales, ops, marketing, and finance
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Direct access between sessions (text, Slack, or call)
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M&A pipeline review: what to buy, what to sell, what to pass
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Board-level presence for capital raises, partnerships, or big hires
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Access to my advisor bench and portfolio company network when you need it
Strategic Advisor
When One Engagement Isn't Enough.
Most operators don't need a single project. They need someone in their corner across the full arc. As your Fractional Chief Strategy Officer, I sit on the inside of your business — not as a consultant who writes a deck and disappears, but as a strategic partner you can call on Tuesday morning when the deal gets weird, the number comes in soft, or the team needs a decision made today.
This is for operators who've been in the arena long enough to know that real counsel is worth more than any playbook.
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