Hire the Best Startup Consultants in Florida

For more than 30 years I've been instrumental in the success of F500 companies, SMBs, and more than 150 startups. I'm highly recommended on Upwork, and have a high percentage of long-term and repeat clients. Expertise: - Business plans, financial models and pitch decks - Business coaching - Pricing models - Term sheets for partnerships, mergers, acquisitions, funding - Launch plans For startups and early-stage companies, I’ve written business plans and developed financial models, pitch decks, and funding strategies. I also co-founded a startup that my partner and I sold to a F500 company. I have developed strategic plans for a wide range of organizations in the US and Europe from companies like Intel to non-profits, usually implementing the plans with Objectives and Key Results (OKRs) or Key Performance Indicators (KPIs). I’ve also coached/mentored numerous individuals and teams, that improved their skills, and increased their productivity and effectiveness. If you are starting a new venture, launching a product, or raising capital, you must have a concept that the market needs and a clear plan. If you are growing, diversifying, pivoting, or re-engineering an existing business, you must have achievable goals and an executable plan. Whether you are starting or growing, I’ll work with you to develop strategies, plans, and materials that work. Some Major Accomplishments In the corporate world: as Manager of Commercial Systems Marketing with Intel, developed strategic plans for US and European growth, and set up a marketing group in Europe; as co-founder and Executive Vice President, started an international company that my partner and I sold to a Fortune 500 company; as VP of Marketing & Sales, took a small company from losing $1M/yr. to profitability and a buyout in less than 12 months. As a Private Consultant to more than 175 companies (to date): wrote a journal article that resulted in more than $10M in RFQs; led a solar energy company through their launch, the release of their first product, and their initial funding raise; worked with a software company management team to reengineer the company to be marketing driven; worked with the founder to launch a disruptive SaaS platform in the automotive industry; helped a private equity firm assess potential acquisitions and mergers; worked with a founder to transform a small B2C company into the world's largest B2B licensor of digital art. Let’s work together on your project!

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: 409a, M&A, deal negotiations, an independent valuation from an industry expert can help support the end result you're targeting. 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 & operations, or M&A transactions. 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.

Transforming 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.

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 am a highly experienced Strategic Business Consultant in the startup space, with a proven track record of helping identify problems and markets, expanding businesses both domestically and globally, optimizing operations, crafting and presenting pitch decks, and making data-driven decisions that drive growth. With an MBA specializing in business strategy, I bring both academic knowledge and years of hands-on experience in market research, business strategy development, business development, and relationship building. I specialize in helping businesses make the right decisions to scale successfully. Whether you're looking to develop a clear business strategy, enter new markets, or optimize your operations, I offer actionable insights and guidance that will help your business thrive in today's competitive environment. What I Offer: 1. Business Strategy & Decision-Making Consulting Strategic Planning: Helping businesses develop actionable, growth-focused strategies to meet their goals and drive profitability. Decision Support: Offering expert consulting on key business decisions regarding growth opportunities, market entry, and operational improvements. Performance Optimization: Identifying opportunities to enhance efficiency and profitability within your business operations. 2. Market Research & Competitive Insights Industry & Market Analysis: Conducting in-depth market research to identify emerging trends, growth opportunities, and market dynamics. Competitive Benchmarking: Analyzing competitor strategies and market positioning to give your business a competitive advantage. Customer & Market Segmentation: Helping businesses understand their target customers and segment markets for more effective targeting and messaging. 3. PowerPoint Presentations & Strategic Reporting Executive-Level Presentations: Crafting professional PowerPoint presentations to effectively communicate market research findings, business strategies, sales, and growth opportunities. Strategic Reports: Providing comprehensive reports that summarize market trends, business insights, and actionable recommendations for executive decision-making. 4. Business Development & Partnership Building Revenue Growth: Developing strategies to create new business opportunities and increase revenue through effective business development. Partnerships & Alliances: Identifying and establishing key partnerships to drive business growth and expand market reach. Market Penetration: Implementing strategies to improve market presence and effectively reach new customers. Why Choose Me: Proven Experience: I have helped startup businesses scale globally and successfully navigate market entry, product adaptation, and expansion strategies. Been in your shoes: Having founded my own SaaS startup and raised funding, I understand the unique challenges that come with scaling a business and can provide insights that are both strategic and practical. Actionable Insights: I provide businesses with data-backed strategies and insights to make informed decisions that lead to growth and improved performance. Tailored Solutions: My services are customized to meet your business’s unique needs, ensuring that the strategies I recommend are aligned with your goals and vision.