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HIRE SUCCESS! Business Coach / Fractional CEO / Fractional Business Developer / Fractional Business Strategist / Sales Coach BUSINESS GROWTH: Scale your business or go to the next level; You can use the same formulas and systems I developed that made my businesses succeed and have now helped hundreds of others. MARKETING STRATEGIST: 10K Foot view with detail expertise: BUSINESS ANALYST: Collaboration business management: We work together to achieve your goals. Business strategy development: Over 20 years of successful business experience and coaching hundreds of ecstatic clients. Benefit from my extensive experience in growing business, brokerage included acquisition of more than 100 companies. Unparalleled expertise TO HELP YOU with: 1) BUSINESS TROUBLESHOOTING: Do you need help with a business problem right now? Expert evaluation of your business challenges and the optimal solutions. 2) COMMUNICATIONS: Get the best outcomes from your customers, clients, employees, contractors, freelancers and negotiations. 3) CASH FLOW: How to increase your cash flow right now. 4) SCALING: Quickly outline the path to growing your business with priority action lists. Get and use the same formulas I have used to double and triple business revenues. 5) PLANNING / STRATEGY: How to plan any business or process and increase the success ratios. 6) PROJECT MANAGEMENT: The S.T.E.M. method I developed to maximize projects or business success. 7) MARKETING: How to evaluate what marketing is best for your offer and how to implement the plan. From funnels to email campaigns to top copy writing. Also establishing KPIs and interpreting metrics. 8) SALES: Team and individual strategies, motivation, coaching and planning. From script development to team building and making sales. 9) HIRING: How to use the same hiring techniques as the highly successful Fortune 100 companies. 10) BRANDING: How to create a new brand that optimizes your offer or how to reinvent your brand with a total brand makeover. 11) Direct Response copywriting... use my successful sequential selling formula. 12) Business Buy / Sell Authority as a Business Broker and Recognized by the U.S. Federal Courts as a Business Valuation Expert How can I help you today? Please let me know. Thank you Phil Note: When you schedule a coaching appointment, you have bought that block of time. That is because all I do is coaching and have designated that hour for you, my client. Most all meetings are scheduled a week in advance and I cannot fill that hour on just a few days notice with another client. A make up appointment may be scheduled in emergency situations at my sole discretion.

I am a business advisor, consultant and coach that is focused on helping startups and small businesses achieve their best. After growing up in small, family-owned businesses and spending much of my career leading small companies, I now help business owners and key leaders meet the important challenges and opportunities they face every day. Additionally, I do pro bono business mentoring with SCORE, the national program through the SBA and have helped dozens of business entrepreneurs get started and stay on the right path. Some of my areas of expertise: • Financial Management Tools • Operations Optimization & Cost Reviews • Written Policy & Procedure Development • Strategic Plans & Advising • Employee Hiring & Retention Procedures • Business Mentoring • Market Research • Leadership Coaching Let's setup a call to discuss your business journey and future goals.

I’m a retired CPA with 40+ years of experience helping start ups and small businesses thrive. I’ve advised many entrepreneurs across industries on everything from growth planning to exit strategy. Services I offer: Business plans and financial models Investor pitch decks and fundraising strategy Exit planning and succession guidance Fractional CFO support Coaching for founders and small business owners Why hire me? Deep experience across retail, tech, manufacturing, healthcare, and more Clear communication, fast turnaround, and strategic insight Flexible engagement: hourly, project-based, or ongoing advisory Let’s work together to build, grow, or transition your business with confidence.

Not only am I a fractional CMO, I am your strategic bridge between human intent and AI execution 🤝 I’m certified with Google AI and I’m an expert at Claude Cowork and Claude Code If your business is doing $1M+, but your growth has hit a ceiling, you don’t have a talent problem. You have a "Human Glue" problem, the manual, repetitive, and fragile processes that require your best people to act like data-entry clerks just to keep the lights on. I am Mike Volkin. I am a Business Modernizer. I help CEOs and Founders replace operational chaos with autonomous AI pipelines. With a track record of building, scaling, and exiting six companies, I don't just "implement AI tools", I engineer enterprise value. 🏢Why Mid-Market CEOs hire me: Margin Protection: I identify the "invisible leaks" where manual labor is eating your profits. We replace $150k/year administrative overhead with $50/month automation loops. The Founder’s Exit: Most companies aren't sellable because the "system" is in the founder's head. I document and automate your tribal knowledge, turning your business into a turnkey asset. Operational Speed: I build "Centralized AI Knowledge Bases" where your team can find any answer in 5 seconds, not 5 hours. Battle-Tested Leadership: As an Army veteran, I bring military-grade precision to your tech stack. We modernize without breaking what’s already working. 🥇My "Modernization" Framework: The AI Readiness Audit: A deep dive into your current marketing and operations tech stack to find your biggest automation opportunities. The Automation Roadmap: A strategic blueprint for replacing "Human Glue" with autonomous AI agents. Deployment & Governance: Building and overseeing the implementation of custom AI workflows that run 24/7 with 0% error rates. 🚫What I am NOT: I am not a generalist developer or a "prompt engineer." I am a fractional AI and automation strategist for CEOs who realize that "doing things the way we've always done them" is the fastest way to become a dinosaur. Skills: -AI Strategy & Consulting -Business Process Automation -Fractional Chief AI Officer (CAIO) -Business Process Mapping -Operations Management -Generative AI Implementation -Enterprise Resource Planning (ERP) -Workflow Optimization -Exit Strategy & Sellability -No-Code Automation (Make, Zapier) 🦸Strategic Fractional CMO: Bridging Marketing & Modern Operations Most companies don't have a marketing problem—they have a "Leaky Bucket" problem. They spend thousands on traffic only for those leads to die in a manual, fragmented sales process. As a Fractional CMO with six successful exits, I don't just focus on top-of-funnel vanity metrics. I focus on Revenue Operations (RevOps). I modernize your entire marketing department by integrating AI and automation into your sales funnels, ensuring that every dollar spent on growth is captured by a high-efficiency machine. When I step in as your Fractional CMO, I take full ownership of your growth strategy and the systems that power it. From architecting AI-driven lead nurturing sequences to optimizing your CAC/LTV ratios, I ensure your marketing isn't just a "cost center," but a predictable, scalable asset. I provide the high-level leadership of a full-time executive at a fraction of the cost, allowing your company to modernize its growth engine while you stay focused on the big picture.

I’m a marketing strategist with 20+ years of experience working with global brands like Nintendo, Reebok, GlaxoSmithKline, and Fairmont Hotels & Resorts - alongside founder-led companies and startups in health and wellness that needed to grow fast and get it right the first time. I diagnose what’s actually holding your business back and build the strategy that fixes it. I’ve helped scale a NYC fashion brand from 0 to $15M in revenue and 600K+ organic followers (no paid ads). I’ve launched brands, repositioned companies, and built marketing systems that generate revenue demand, not just attention. What I Do Best • Growth Strategy Clear, actionable marketing plans tied directly to revenue, not vanity metrics. • Brand Positioning So your audience instantly understands why you matter (and why they should choose you). • Content That Converts Not random posting but structured content ecosystems built around proof, storytelling, and demand. • Lead Generation Systems SEO and AEO, email, and content strategies designed to consistently bring in qualified leads. • Website & Funnel Audits I identify exactly where you’re losing people and how to fix it fast. • Offer & Pricing Strategy So you’re not just selling more, you’re selling smarter. How I Work Before any strategy call or creative direction, I will review your current website, social media and other marketing channels. What’s working? What’s not? Where the gaps are. Then we build from there, so every decision is intentional, not guesswork. I ask the right questions. I listen closely. And I move quickly from insight to execution. Who I Work With • Founder-led brands • E-commerce and Shopify businesses • Wellness, fashion, and lifestyle companies • Experts turning knowledge into digital products • Businesses ready to grow, but stuck on how Start Here Every engagement begins with a short introductory call. From there, we define the right path, whether that’s a focused strategy session, a full audit, or ongoing advisory support. If you’re serious about growth and want a strategy that actually drives results, let’s talk. Schedule a complimentary intro call with me to begin.

I'm a fractional CFO and capital strategist. Founders hire me when they need investor-grade financials, a clean capital raise, or M&A diligence that actually holds up under institutional scrutiny. In the last 180 days, my clients have raised $21.9M from angels and VCs and $15.3M in SBA and commercial debt. Over my career, founders I've worked with have raised more than $212M, and I've built financial models for 240+ start-ups — from pre-revenue concepts to multi-national, multi-currency businesses. WHAT I DO - Fractional CFO — full senior finance leadership for companies without an in-house CFO. Board and investor reporting, FP&A, treasury, cash management, KPI design, and capital strategy. - Capital Readiness — audit-ready financial models, normalized historicals, KPI frameworks, and pitch- and data-room-grade materials in advance of an equity raise or debt facility. - Investor-Grade Models — built from first principles, not templates. Designed to survive due diligence by VCs, family offices, banks, insurers, and capital-markets counterparties. - M&A and Capital Events — sell-side preparation, buy-side diligence, quality-of-earnings support, and deal negotiation alongside the leadership team. - Investor / Lender Diligence — independent diligence on behalf of VCs, angels, family offices, and lenders, including pro forma return modeling and thesis stress-testing. - Turnaround & Interim Coverage — targeted intervention to stabilize reporting, rebuild a model, or stand up a finance function ahead of a critical board, audit, or funding milestone. WHY CLIENTS HIRE ME - Track record. $212M+ in capital raised by clients. 240+ start-up financial models built. $37M+ raised in the last 180 days alone. - Operator's perspective. I'm currently Fractional CFO of Personic Health (a $100M+ revenue healthcare platform with 22 locations across 11 states), so my advice is shaped by what actually works inside a scaling business — not just what reads well in a deck. - Investor's perspective. I was also Principal & Senior Analyst at Growth Warrior Capital, where I sit on the other side of the table evaluating deals. I know exactly what investors look for, what makes them pass, and what makes them lean in. - Institutional rigor. Trained at PricewaterhouseCoopers — I led the U.S. firm's response to Sarbanes-Oxley and was one of eight Global Inspectors auditing PwC's quality across Africa, the Middle East, Asia, and the Americas. HOW ENGAGEMENTS WORK Most engagements start with a short diagnostic — I map the current state of finance (model integrity, reporting cadence, cap table, covenants, capital-readiness) and deliver a prioritized roadmap before we commit to scope. From there, I can act as your sole senior finance voice, work alongside an existing controller or VP Finance, or run a defined project (raise, M&A, model rebuild, diligence response). A FEW THINGS I'M NOT I don't use template models. I don't write "founder-flattering" decks that fall apart under diligence. I don't take engagements where I can't actually move the number — if your problem is a sales problem or a product problem, I'll tell you and decline. WHO I WORK BEST WITH Founders and leadership teams of high-growth private companies — from pre-revenue through $500M+ in revenue — preparing for a capital event, scaling past the point where their current finance function can keep up, or being asked questions by investors and lenders that they don't yet have crisp answers to. Sectors I know deeply: healthcare services (multi-site, multi-state), B2B and vertical SaaS, fintech and insurance-adjacent businesses, consumer subscription, and mission-driven organizations operating in complex regulatory environments. NEXT STEP Send me a short note about what you're working on — current revenue, what you're raising or preparing for, and where you feel the finance function is the constraint. I'll reply with whether I think I'm the right fit and what a first engagement could look like.