Hire the Best Business Coaches in Los Angeles, CA

Salutations. I'm a former entrepreneur who found a passion for corporate finance after starting and selling a few businesses over the years. I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to F500. Now, I operate as a CFO, investor, and advisor to entrepreneurs. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. Some specific things I can help you with: - Financial planning & budgeting - Raising debt/equity capital - Cashflow management (incl. in a cash crisis) - Financial controls - Debt restructuring - Accounting management - Bookkeeping management - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence in finance operations - Navigating the M&A process - LOI to Due Diligence to closing - Post-close integration Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries

I help founders, startups, and growth-stage teams turn complex opportunities into clear strategy, sharper positioning, stronger brands, and executable plans. I’m a global startup advisor, serial entrepreneur, and Yale MBA with 20+ years of experience advising entrepreneurs and building businesses across AI, consumer, marketplaces, membership, loyalty, Web3, travel, financial services, real estate, retail, and emerging markets. I’ve advised 1,000+ founders and operators, traveled to 100+ countries, and worked across industries where the right strategy depends on understanding markets, customers, competition, incentives, timing, taste, and how people actually behave. Clients usually come to me when they need clarity on one or more of these: • Startup strategy, positioning, and business model design • Brand strategy, messaging, narrative, and market feel • AI-era opportunities, workflows, and market strategy • Go-to-market, growth, loyalty, membership, and rewards models • Pitch decks, investor narratives, financial models, and strategic plans • Competitive strategy, pricing, customer psychology, and execution priorities Earlier in my career, I managed Membership Rewards partnerships and card strategy at American Express, including work across the Black, Platinum, and Gold Card portfolios. I have an MBA from Yale and a BA from Cornell. My strength is taking messy, high-stakes business questions and turning them into structured clarity: what matters, what does not, where the leverage is, and what to do next. A lot of my work sits where strategy, brand, UX, incentives, and execution meet: finding the angle, the story, the feel, and the business logic that make something click. I’m a game theory thinker and former professional poker player, so I pay close attention to incentives, competition, risk, uncertainty, and whether a business is being looked at honestly, not just optimistically. I also genuinely enjoy this work. I like big ideas, weird markets, ambitious founders, sharp strategy, strong brands, good design, and figuring out what is really going on beneath the surface of a business. Personally, I’m a lifelong athlete, avid traveler, and deeply curious about food, language, culture, cities, markets, and how people think in different parts of the world. Hablo español. Je parle français.

👋 Hi, I'm Morgan – I build automated systems that help service-based businesses streamline their operations, reduce burnout, and scale sustainably. My main focus is workflow automation, using tools like Zapier/Make, Airtable, and ActiveCampaign to streamline processes and put your business on autopilot so you can focus on what matters—serving your clients. 📊 My clients save an average of 20 hours per week and reduce their admin work by 60%, allowing them to focus on growth and client satisfaction. Here’s how I can help you: 🦾 Implementing the appropriate software solutions to maximize productivity. 🦾Automate lead generation, nurturing, and follow-up to turn more leads into clients. 🦾Complex Form creation & submission handling 🦾Automated Document Generation (Invoices, Contracts, Purchase Orders etc.) 🦾 Making software talk to each other so your data is where you need it. 🦾Automate repetitive, manual tasks like client onboarding, invoicing, and follow-ups to save you time. 🦾Email Marketing Campaigns (including lead segmentation, list hygeine, tag management, & more) 🦾Build Airtable databases and interfaces to easily manage your data and team 🦾Set up and optimize CRM systems to manage your customer relationships effectively Here’s How We’ll Work Together: 1️⃣ Initial Consultation: We’ll dive into your current systems and goals to identify the biggest opportunities for automation. 2️⃣ Custom Proposal: I’ll design a system tailored to your needs, using cutting-edge tools like Keap, Airtable, Make, and Zapier to streamline your processes. 3️⃣ Build & Implement: Once approved, I’ll build and implement your system, ensuring seamless integration with your current tools. 4️⃣ Iterate & Improve: We’ll review the system’s performance and make adjustments to ensure it’s running at peak efficiency. Here are some results I’ve delivered for my clients: 👉 Immigration Law firm saved 250+ hours and $150k every year with custom Airtable Case Management System that automates all follow up and notification throughout each stage of the case 👉 Business Coach saved over $80k in team and software costs by automating client onboarding and fulfillment. 👉 From my custom systems, many clients have experienced: 📈 Feelings of relief & reduced stress 📈 More time for high-value activities 📈 Increased capacity for growth (scalability) What Clients Are Saying: ⭐Morgan understands how to analyze and solve problems that may not even be apparent to you and she is willing to go the extra mile to make sure your project is done correctly. ⭐ Morgan transformed my entire client onboarding process—saving me countless hours and making my business run like clockwork. ⭐She knows her stuff! Morgan was easy to work with, super knowledgeable, explained things in an easy-to-understand manner, and was always available for questions. She gave her recommendations and experience with different software that we were contemplating using and was always spot-on Some of the tools I commonly work with: • Automation: Zapier, Integromat, API • Project Management - ClickUp, Asana, Airtable • Course Platforms - Membervault, Kajabi, Kartra, Teachable, Thinkific • Email Marketing - ActiveCampaign, Convertkit, Keap (formerly Infusionsoft) • Form Builders - Fillout Forms, Jotform, Typeform, Tally, Convertbox • Other Tools - WordPress, PandaDoc, Thrivecart, Samcart 📬 Feel free to send me an invite to your project and we can jump on a call to discuss your needs and determine an appropriate solution.

👉 Top Rated Plus and Expert Vetted - One of the top management consultants on Upwork 👈 Do you own an agency, consultancy, or service business? If your business can’t survive without you because... 😒 You play a major role in guiding client strategy. 😧 There’s no one in a high-level operations role on your team. 😖 You’re the main driver of revenue at your company. Then keep reading... Does the thought of a three-week vacation excite you... then fill you with anxiety about your business? I know how you feel. I’ve been there myself. ❌ You’re frustrated that your team can’t run your business without you. ❌ Your business is preventing you from living your dream life. ❌ Another year of anemic growth and you’ll pull your hair out! It doesn't have to be this way! You know this. You just don't know how to get there. You’re in luck. I’ve built a system that will level-up your business, shift your mindset, and deliver MASSIVE improvements in operations, revenue, and your quality of life. Are you ready for: ✅ A growth SYSTEM that pours rocket fuel into your business 🚀 ✅ Crystal clarity on how to put your business to work for you 💎 ✅ Overcoming the anxiety keeping you chained inside your business ⛓ (the thinking that got you here will KEEP you there!) ✅ OWNING a businesses instead of operating one 💪 I've delivered & implemented strategies that have: 💥 Scaled an agency from $150k to $4mil ARR in 10 months 💥 Increased a digital marketing agency’s productivity levels by over 450%, dramatically increasing profitability 💥 Streamlined a SaaS product’s roadmap, reducing development costs by 45% while increasing execution speed by over 25%. 💥 Developed and executing a repositioning strategy that landed a web development agency a long-term contract with a Fortune 100 company 💥 Repositioned of an app development agency that grew recurring revenue from 2% to over 50% of total revenue within three month 💥 Built a sales organization of 65 sales people in two years 💥 Orchestrated & executed a legal & and business strategy that lead to a sale of key assets of a SaaS platform for a significant premium over the market value of the company The results speak for themselves: “Working with Brian has transformed my business. And more than that - my outlook and perspective on life. Revenue... we skyrocketed 260% in just 90 days! A genuine, thoughtful and extremely knowledgeable coach who gets results!" "Brian is intelligent, well spoken, and a brilliant strategist. In a short time he helped me get crystal clear on the next steps in my business. Two months ago I was working 60 hours a week. Today I’m down to 40 hours and working towards 30! Worth every penny." Are you tired of small, incremental improvements? Are you ready to make a REAL change in your business and your life? Then let's talk. A bit more about the guy behind these achievements (me!): I'm a 15-year veteran entrepreneur, I've got three 7-figure exits under my belt, I've coached & consulted over 1000 entrepreneurs. I’m not corporate. I won’t make you corporate. I challenge convention and I will challenge YOU. DISCLAIMER: Upwork makes me use my first name - but no one else does. Most people know me as S. Brian Smith, or just Brian 😁

Consider this rule: The most important person in my business is my customer and how I connect with them is critical – whether it’s changing careers or improving processes. As an award-winning professional with 20+ years of experience in business process improvement, lean consulting, project management, and career coaching, I will be the professional you and your business can rely on to deliver the results you require. You will always receive high-quality service and deliverables like my satisfied clients at Jerry Leigh Entertainment Apparel, C&A, NYDJ, Guess & Warnaco (to name only a few). **Innovative Management Consultant – Operations and Process Dynamo** Please review my specialty profile for more about how my process improvement and operations management skills will benefit your business. Whether we're working on streamlining your current processes and support systems or managing a new initiative to help you explode your growth, my years of experience in requirements analysis, flowcharting, business analysis, and project planning will all be accessed to meet your specific goals. Your project will profit from my expertise in managing and coordinating multi-national teams from: • initial scope and discovery • systems review • detailed project definitions **TRUSTED LEADERSHIP ADVISOR OF BUSINESS PROFESSIONALS** Whether you want a proven career coach to update your resume and refresh your LinkedIn profile, or take the skills you already have and help you become a freelancer, I have the experience to get you there. When you're looking to advance your career or transition to freelancing, you need someone who’s been there and who understands the value of presenting yourself professionally and with confidence. My expertise in working with executives of all levels globally will help you create: • Eye catching Resumes • LinkedIn Profile that is strategic • Engaging UpWork profiles • Assignment winning proposals **MY COMMITMENT TO YOU** Your success is my goal. Let’s work together to get you and your projects to the next level. Schedule an interview today, and let’s get you started right away! You can count on me for exceptional deliverables and clear communication. Please review my portfolios and let’s get to work!

Welcome to where precision meets passion. Over an expansive 7-year journey, I've honed a unique skill set that combines the meticulousness of engineering and software development with the grand vision of entrepreneurship and strategic business consulting. It's not just about numbers or code; it’s about leveraging them to craft narratives of success. 🌟 Deciphering My Legacy: As Founder and CEO of Chaufo, I championed a harmony between platform growth and strategic outreach. The result? A monumental 50% YoY growth. At Couri, I masterminded the confluence of strategy and product innovation. Working with cross-functional teams, I seamlessly transformed abstract strategies into actionable milestones. At Lockheed Martin, I navigated the complexities of software and hardware integration for products amassing over $10B, proving that technical profundity and big-picture thinking can, indeed, coexist. 🛠 What I Bring to Your Table: Business Strategy & Consulting: Beyond standard solutions, I delve deep to unearth strategies tailored uniquely for you. It’s about sculpting success, one decision at a time. Operational Planning & Process Modeling: I believe in optimized actions. Every move is meticulously planned to maximize resource utility and value generation. Program & Project Management: With a specialized MBA in Project Management and a proven track record, your projects aren’t just completed; they’re perfected. Business Coaching & Startup Mentoring: Tapping into a wealth of experience, I foster growth, guiding ventures to not just evolve but thrive. In a world bustling with consultants, what sets me apart is the union of hands-on technical acumen and top-tier business strategy. Offering not just advice, but a partnership, I invite you to embark on a transformative journey. Let’s not just meet benchmarks, but set them. Ready to elevate? Reach out.