I offer interim or fractional CFO, COO & Chief of Staff services to my clients worldwide. I pride myself on staying highly responsive, and producing outcomes that’ll exceed your expectations.
As a seasoned management consultant, I have over 15 years of client service work, with a client list that includes: Pfizer, Estee Lauder, Samsung, Catholic Charities, Canadian Imperial Bank of Commerce, and Pacific Gas & Electric.
It’s a game of managing your energy, and as a business leader, you've likely encountered these energy-zapping frustrations at some point or another:
◻️ losing alignment & control of your team;
◻️ obtaining subpar financial results;
◻️ hiring & surrounding yourself with the wrong people;
◻️ hitting your limits to growth; or
◻️ seeing the same internal problems repeat itself.
…we’ve all been there.
⚜ WHAT I DO ⚜
My passion is helping business owners and their senior leadership teams get more of what they want from their business. This includes staying aligned and focused on their vision, building consistent team execution, and staying healthy. I do all this using a simple set of tools and processes from the “Entrepreneurial Operating System®” (EOS), often referred to as “Traction”. There are other great systems out there. This just happens to be the simplest and most effective one that I know. I’d love to hear your your own personal thoughts on this.
The clients I work with are growth-minded with typically $2M to $15M in revenue and 10 to 150 on staff. They may or may not have a senior leadership team in place. Whether you’re new to Traction / EOS, in the middle of your EOS journey, or trying something different, I’d welcome the opportunity to hop on a complimentary call to discuss how we might work together.
⚜ ABOUT ME ⚜
I’m an entrepreneur.
Right now, I’m building a private consulting practice to serve clients on an interim or fractional basis as their CFO, COO or Chief of Staff. I caught the Traction EOS bug myself while implementing EOS for a client. I’m now a huge fan and believe if you don’t already view your business through the lens of EOS or something similar to it, you’re missing out. It’s a great way to level up your team and business!
⚜ WHY WORK WITH ME ⚜
I have hands-on operational experience across a variety of functional roles. People usually don’t know what to make of this, and label me a “generalist”. I kinda like that, and see it as my secret sauce… the ability to sit down with accountants, in-house counsel, tech teams, sales and marketing folks, customer support teams… and just build trust by getting into their world–it’s fun work for me. I equally enjoy stepping away from the details to jump into a strategic sparring or planning session with senior leaders. I love problem solving.
All this begins to make more sense considering I started and spent the bulk of my career in management consulting, working across a mix of industry sectors to drive business and technology transformation for my clients.
My first real taste of entrepreneurship occurred in 2013 when I acquired a content marketing agency in the UK, and relocated the business to the US. A year later, I co-founded a digital consultancy in Dallas/TX to serve clients with their Salesforce CRM and cloud adoption journey. I exited both ventures in 2018. The content agency was sold to a strategic buyer, the digital consultancy was transitioned over to my co-founder.
Financial Analysis & Valuation
Business Planning & Strategy