Hire the Best Consultants in Dallas, TX

I have a very unique understanding of creating product driven sales strategy within the digital advertising arena. I have over 25 years experience working with the automotive industry and 15 of those years directly connected to online advertising, product development, sales training and execution. I have worked with newspapers, radio stations and broadcast television stations around the country, from both a corporate and vendor level, and with both traditional and digital strategy. My online automotive advertising experience is with selling both product and audience packages and evaluating dealer and client processes to improve both ROI and ROE across multiple product mixes. I have worked with multiple major media companies, product development companies and individual dealers to improve sales, strategy and efficiency use. I have created multiple automotive and non-automotive online products, and worked very closely with radio, print, broadcast and digital media companies to create the strategy, launch the product and create effective return on investment. I am experienced in training and improving client's social media visibility and reputation through the correct understanding and use of social networking sites. My team currently works with a group of website and graphic designers and can create both basic and e-commerce websites quickly and inexpensively. Will optimize the site, develop business directories and set up Social Media sites as well. Specialties: Broadcast, Commercial Production, Social Networking Strategy, Online Merchandizing and Advertising, with content and site usability, integrated online/offline media sales (strategy and execution), Online sales training, both for media sales people and advertising personnel. Lead generation, response and followup across all media for auto dealers, and beyond.

I help founders, investors, fund sponsors, and established companies buy and sell businesses, raise capital, form funds and joint ventures, and negotiate the agreements that protect their transactions. I am a New York- and Texas-licensed corporate attorney, former senior associate at Clifford Chance and Thacher Proffitt & Wood in Manhattan, and Top Rated Plus on Upwork. During more than 20 years in practice, I have worked on over $100 billion in domestic and cross-border transactions involving startups, private and public companies, investment banks, private equity sponsors, and investment funds. Clients engage me for sophisticated legal drafting and analysis combined with direct attention, practical business judgment, responsiveness, and cost-conscious execution. My JD/MBA background enables me to evaluate legal provisions in their commercial context—not merely explain what the contract says. M&A AND BUSINESS TRANSACTIONS • Buy-side and sell-side acquisitions • Asset purchase agreements, stock purchase agreements, and membership interest purchase agreements • Letters of intent, term sheets, due diligence, disclosure schedules, and closing documents • Earnouts, rollover equity, escrows, indemnification, and purchase-price adjustments • Founder and member buyouts, business separations, and succession transactions • Domestic and cross-border M&A SECURITIES AND CAPITAL RAISING • Rule 506(b) and 506(c), Regulation D, Regulation S, Regulation A, and Regulation CF offerings • Private Placement Memoranda (PPMs), subscription agreements, investor questionnaires, risk factors, and offering materials • SAFEs, convertible notes, promissory notes, bridge notes, and warrants • Form D filings, Blue Sky compliance, and offering-process advice • Securities-law review of pitch decks, websites, investor communications, and placement arrangements FUNDS, SPVs, AND JOINT VENTURES • Private funds, real estate funds, special-purpose vehicles, and project joint ventures • LLC operating agreements, subscription documents, investment agreements, and governance provisions • Distribution waterfalls, sponsor economics, management compensation, and investor protections • Investment Company Act and related structural considerations CORPORATE AND COMMERCIAL COUNSEL • Company formation, capitalization, shareholder agreements, and operating agreements • Board, shareholder, and member consents; governance policies; and corporate records • Customer, vendor, services, licensing, confidentiality, and independent-contractor agreements • Contract drafting, review, negotiation, and risk analysis • Outside general counsel and strategic advice to founders, executives, and boards MY APPROACH • Business-minded: I explain what matters commercially and how the legal terms affect the transaction. • Practical: I distinguish genuine risks from points that do not justify unnecessary time or expense. • Responsive: I communicate clearly, meet deadlines, and keep transactions moving. • Flexible: I offer hourly representation and defined fixed-fee scopes where appropriate. “Joe helped me buy back my company from my former partners and navigate difficult waters. He saved my business.” If you are buying or selling a business, raising capital, forming a fund or joint venture, or negotiating a high-stakes agreement, send me a message describing the transaction, jurisdiction, timeline, and available documents. I can then recommend an appropriate scope and next steps.

I am a full-time consultant, and operations leadership expert with a proven track record. I'm in the top 3% of talent on Upwork with 100% job success and over $200k earned. Let's chat! Message me to set up a conversation and we can discuss what you are looking for. ➡ 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 Leading operational strategy for start-ups and organizations experiencing rapid growth. ➡ 𝗗𝗼𝗺𝗮𝗶𝗻𝘀 Primarily service-based and SaaS companies, with additional process design/ redesign in other sectors. Examples: Law firms, healthtech, fintech, marketing agencies, consulting firms, banking/ finance, healthcare, technology, automotive, higher education, retail, hospitality, events, and franchise organizations. ➡ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀 Fractional roles such as COO/ VP Operations/ Director of Operations leading operational design, inclusive of tech solution sourcing and implementation, process design/ redesign, documentation and training material, development of company intranet portals using SharePoint. ➡ 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗔𝘂𝗱𝗶𝘁𝘀 Preparing for and managing the internal evidence collection for cybersecurity audits and assessments. Expert level knowledge of HITRUST and SOC 2 frameworks, as well as HIPAA, GDPR, and state-level data privacy requirements. Familiar with StateRAMP and FedRAMP. Recommendations for a third-party audit firm can be provided as required; Blackwood Operations does not offer services as an auditor. ➡ 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 Expert level user across Microsoft Office applications: Word, Excel, PowerPoint (PPT), Visio, Project (& Project Server), SharePoint, Aha, Smartsheet, TFS, Jira, et.al. Expert level user of SmartAdvocate (legal software) - automated procedures, reporting, email/ task/ document templates, and custom UDF pages. ➡ 𝗔𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝗳𝗼 Track record of success building and leading teams. Expert at documenting policies and procedures in ways that are easy to access and manage (I.e. SharePoint portals and team sites). ➡ 𝗧𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗮𝗿𝗲𝗮𝘀 𝗼𝗳 𝗰𝗼𝘃𝗲𝗿𝗮𝗴𝗲 Business operations management, executive leadership, management consulting, process design, high-profile project management, business transformation, business plan & strategy development, financial forecasting, security audit planning & management, budgets, policy and procedure writing. I have extensive experience working with C-suite executives to solve core business challenges and lead change management.

I’ve spent 10 years stopping payment revenue from leaking out of high-volume businesses. Most recently, I was Senior Manager of Fraud & Payment Strategy at Underdog Fantasy, where I reduced processing costs by roughly 300 basis points and recovered $500K+ in disputed funds. Previously: Director of Fraud Strategy at DraftKings, Payments Manager at BetMGM, and Gaming Account Manager at Verifi, the chargeback-prevention company acquired by Visa. Today I help ecommerce and subscription businesses that are too big to keep guessing about payments, but too small for a full-time payments hire. I help with: Chargebacks, disputes, representment, and fraud prevention Payment processing audits and cost reduction Authorization-rate and decline recovery Payment stack and ecommerce payment operations Processor selection and contract negotiation Payment reconciliation and ecommerce bookkeeping Xero setup and monthly close The combination is unusual: I understand payment operations from the enterprise side and know how to reconcile what actually happened in the processor back to your books. I also run my own ecommerce store, so I understand the problems from the merchant side. My approach is simple: straight answers, practical fixes, and no unnecessary projects. Send me your processor statement or your last 90 days of dispute data. I’ll give you a specific read on where the money is going before you hire me for anything.