Hire the Best Startup Consultants in Florida

I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain

I help startups build the pitch decks, financial models, and investor materials that actually close funding rounds — from the perspective of someone who evaluates these for a living. I'm a general partner at an early-stage VC firm ($300M+ AUM). I've deployed roughly $150M into startups, advised on another $300M or so, and helped guide multiple portfolio companies to successful exits. I've also raised $25M+ for my own ventures and served as CFO through multiple funding rounds. I've seen more pitches than an MLB catcher, and unlike most consultants, I know exactly what makes an investor lean forward versus reach for the "pass" button. When I build your deck, model, or memo, I'm building it the way I'd want to see it land on my desk. What I Do: Pitch Decks — Strategy-driven, investor-tested decks built on a defensible model and realistic valuation. Not templates. Email decks that stand alone without a presenter. Live decks that land. Financial Models — SaaS, marketplace, e-commerce, biotech, hardware. Bottom-up revenue builds, cohort analysis, scenario modeling, unit economics. Clean, auditable, and built to tell a story — not just fill cells. Valuations — DCF, comparable company analysis, precedent transactions, VC method. I always show the work and the assumptions. Investor Memorandums & Business Plans — Compelling narrative with proper disclosure, based on industry standards and two decades of raising capital. Fractional CFO & Strategic Finance — Capital structure, cap table optimization, term sheet review, fundraising strategy, board prep, and financial operations for startups that need senior finance leadership without the full-time commitment. Coaching & Advisory — Guidance for founders navigating fundraising, financial strategy, or "why is my investor ghosting me" territory. My clients range from pre-seed founders building their first deck to Series C companies refining their strategy. If you're passionate about your idea but a cap table makes your eyes glaze over, or you need someone who can pressure-test your model before investors do — let's talk. Send me a message with what you're working on and I'll let you know how I can help.

Expert Vetted by Upwork. I'm currently the co-founder and CSO of a startup. I was previously co-founder/CEO of a mobile app startup. "C.E.O." really stands for Chief Everything Officer. I started my mobile app startup with no prior tech/startup background and have been through it all, so I know what works and doesn't work. I know how to build businesses and sell businesses to investors. I consult on the following: - Growth, capital-efficiency-oriented, and process-driven fractional CFO - Building Initial Enterprise Sales Funnels - Finding initial product market fit, early customers - Product/Sales/Marketing Strategy - Process design and implementation for customer acquisition funnel (huge champion of automation and AI integrations) - Startup/Management/Strategy - Product Development/Go-To-Market/Growth Hacking - Angel/Venture Funding Strategist Here are a few secrets: - Capital raising: You don't need a written business plan to get funded. No one reads them. To get funded, you need a strong team, good storytelling, a pitch deck, financials (historicals are 10x more valuable than forward projections), revenue/customer retention analysis, and an appendix. - Since Q2 2022, enterprises to SMBs have shifted their focus towards margin preservation, emphasizing cash flow, and being as lean as possible. The future of management is labor force elasticity based on gross margins, running your company with an extremely lean and elastic approach that is grounded on gross margin preservation/expansion -- having a system in place that allows you to quickly ramp up and ramp down your operations to match market demand, regardless of the economic conditions. Highlights: - CFO at an AI-driven software development SaaS company. (2023 - Present) - Currently VP of Strategy & Growth for an early-stage B2B DevOps SaaS startup. (2021-present) Results during my tenure: Reduced our S&M spend by 60%, Reduce our average CAC from 11.4K to 2.6K. Accelerate our LTM ARR growth from 49% to 94%. Our forward NTM ARR growth rate is +160%. - Fractional CFO at 3 startups, including a smart light bulb e-commerce startup with $30M+ LTM revenue; responsibilities include capital raising/planning and M&A advisory. (2021-present) - Startup consultant primarily focused on capital raising, strategic planning, market sequencing, critical path, GTM strategy, sales funnel, process improvement/automation -- Industry/vertical agnostic - B2B, B2C, B2B2C, Marketplace, On-Demand models. (2016-present) - Consultant for G2VP, San-Fran-based ESG VC (2020-2022) - Ex-CEO/Cofounder of a B2B (pivoted from B2C) AdTech mobile keyboard app startup (raised outside capital and exited). (2013-2016) - Ex-CPA for Ernst & Young in NYC, working in the Financial Services Transaction Services group. I provided valuations for private businesses in M&A deals ($1 billion+ market cap) and illiquid financial instruments. (2008-2013) I love the startup community and want to give back. My time is limited and valuable so I only want to work with companies I know I can add a lot of value. Sorry, need to exclude pre-revenue companies and companies below 250K ARR. I will pass on work for another startup if I do not think I can help it become successful or are below

I help B2B tech and services executives build board-ready strategic plans, go-to-market strategies, and M&A/exit roadmaps that actually get adopted and drive results. Whether you’re expanding into new markets, launching a new product, or presenting a major growth initiative to your board, I bring the research, frameworks, and storytelling to back it up. I’ve worked with 110+ founders, CEOs, and investors - from startups/scaleups to enterprise - to solve high-leverage problems at the intersection of strategy, growth, and capital. Who I Work With: Executive Teams & Boards (PE, VC, Founder-Led) - Commercial due diligence and strategic growth planning - Market expansion, product launches, or portfolio repositioning - Executive and board presentation development High-Growth Startups - Go-to-market strategy & growth modeling - Positioning and pricing strategy - Investment narrative & pitch refinement Selected Results: $950M Acquisition: Built GTM & product strategy to commercialize an internal iPaaS for a PE-backed logistics company; became a key pillar of the $950M exit. $36M Exit: Led go-to-market transformation of a FinTech, increasing valuation 55% in 7 months. 32% ARR Growth (12mo): Developed a unified “Health Intelligence” platform strategy for a $20M HealthTech firm - exceeding growth projections by 2.4M in 12 months. $40M+ Raised: Helped early-stage companies craft investor-ready narratives, models, and decks that secured over $40M in funding. 75+ B2B Services CEOs: Scaled premium services firms to 70%+ margins, 7-figure deals, and defensible category leadership. Experience Across Industries: AI / ML | SaaS | HealthTech | FinTech | Infrastructure | Supply Chain | Web3 | IoT | Agencies | Tech-Enabled Services

Transforming Small Business Challenges into Growth Opportunities Are you navigating the complexities of small business operations, grappling with HR issues, or driving a startup towards its next growth phase? I'm here to help. With over 35 years of robust experience in business strategy and HR management, I specialize in empowering small businesses and startups to overcome hurdles and achieve sustainable growth. My journey began with launching my own company on a modest budget of $20,000, which I escalated to a thriving $10 million enterprise within a decade. My success is not just a track record—it's a blueprint for transformation that I can tailor to your unique needs. From refining HR processes and smoothing operational challenges to strategic scaling, I offer comprehensive expertise that's designed to steer your business towards success. If your growing company is transitioning and needs seasoned leadership, consider me your go-to Interim or Fractional CEO, ready to alleviate pressures on both short-term and long-term horizons. Are you ready to elevate your business? Connect with me to discuss how we can forge a path to your success together. My rates are flexible and will be thoughtfully adapted to meet your specific needs. Let’s make your business goals a reality. Reach out today!

Versatile and results-driven marketing leader with 20+ years of experience developing and executing integrated marketing strategies that drive customer acquisition, engagement, monetization, and retention. Adept at building and leading high-performing teams across Fortune 500 companies and fast-paced startups, with a proven ability to deliver scalable marketing programs that align with business goals and customer needs. With a strong foundation in edtech, financial services, and publishing, I bring a track record of consistently exceeding lead generation, MQL, and ROI targets by designing data-informed campaigns that speak directly to customer pain points. I bring deep expertise in paid media, email marketing, customer lifecycle strategies, and direct mail blending strategic vision with hands-on execution. Career Highlights: Consistently surpassed lead, MQL, and ROI targets across multiple industries and markets. Built numerous marketing programs including a first-of-its-kind direct marketing program for AIG Private Client Group, generating over $100M in annual revenue. Led cross-functional sales and marketing teams to turn around an unprofitable edtech business, achieving profitability within 12 months.