HIRE SUCCESS! Business Coach / Fractional CEO / Fractional Business Developer / Fractional Business Strategist / Sales Coach BUSINESS GROWTH: Scale your business or go to the next level; You can use the same formulas and systems I developed that made my businesses succeed and have now helped hundreds of others. MARKETING STRATEGIST: 10K Foot view with detail expertise: BUSINESS ANALYST: Collaboration business management: We work together to achieve your goals. Business strategy development: Over 20 years of successful business experience and coaching hundreds of ecstatic clients. Benefit from my extensive experience in growing business, brokerage included acquisition of more than 100 companies. Unparalleled expertise TO HELP YOU with: 1) BUSINESS TROUBLESHOOTING: Do you need help with a business problem right now? Expert evaluation of your business challenges and the optimal solutions. 2) COMMUNICATIONS: Get the best outcomes from your customers, clients, employees, contractors, freelancers and negotiations. 3) CASH FLOW: How to increase your cash flow right now. 4) SCALING: Quickly outline the path to growing your business with priority action lists. Get and use the same formulas I have used to double and triple business revenues. 5) PLANNING / STRATEGY: How to plan any business or process and increase the success ratios. 6) PROJECT MANAGEMENT: The S.T.E.M. method I developed to maximize projects or business success. 7) MARKETING: How to evaluate what marketing is best for your offer and how to implement the plan. From funnels to email campaigns to top copy writing. Also establishing KPIs and interpreting metrics. 8) SALES: Team and individual strategies, motivation, coaching and planning. From script development to team building and making sales. 9) HIRING: How to use the same hiring techniques as the highly successful Fortune 100 companies. 10) BRANDING: How to create a new brand that optimizes your offer or how to reinvent your brand with a total brand makeover. 11) Direct Response copywriting... use my successful sequential selling formula. 12) Business Buy / Sell Authority as a Business Broker and Recognized by the U.S. Federal Courts as a Business Valuation Expert How can I help you today? Please let me know. Thank you Phil Note: When you schedule a coaching appointment, you have bought that block of time. That is because all I do is coaching and have designated that hour for you, my client. Most all meetings are scheduled a week in advance and I cannot fill that hour on just a few days notice with another client. A make up appointment may be scheduled in emergency situations at my sole discretion.

Your team is busy. Results are inconsistent. And you're still the one holding everything together. That's not a people problem. It's a systems problem. I find the exact point where revenue is leaking — pipeline, operations, team accountability — and fix it. Not in a quarter. In weeks. 28 years leading global sales and operations. 6 years embedded in startups doing exactly this. You walk away with a business that executes without you in every decision. Chartered Engineer | Six Sigma Black Belt | PhD Keywords Growth Strategy, Revenue Growth, Sales Pipeline, RevOps, Revenue Operations, Sales Operations, Business Operations, Startup Operations, Scaling Startups, Go-To-Market Strategy, GTM Strategy, Process Optimization, SOPs, KPI Dashboards, Forecasting, CRM Setup, HubSpot, Pipeline Management, Operational Efficiency, Business Strategy, Execution Systems, Startup Consultant, Fractional COO, B2B SaaS, Marketplace Strategy

I help founders and executive teams turn strategy into execution while using AI to remove friction, not create chaos. My lane is 30 years of administration leadership at the CXO level (CEO/COO/CRO/Chief of Staff) with technology and staffing/recruiting companies, plus business-first AI consulting. If you’re scaling fast, fixing execution breakdowns, or trying to operationalize AI responsibly, I bring structure, cadence, and pragmatic delivery. What I do best (fractional / interim leadership): -Build an operating cadence that sticks (weekly exec rhythm, KPI dashboards, decision logs, OKRs) -Create operational clarity across Sales, Ops, and Customer Success (roles, handoffs, process, accountability) -Stabilize and scale GTM execution (ICP, pipeline hygiene, sales process, enablement, RevOps coordination) -Lead cross-functional initiatives without drama (alignment, deadlines, vendor/partner coordination) -AI strategy & adoption (practical, low-risk): -AI readiness + use-case roadmap (ROI, risk, quick wins, governance) -Workflow redesign that blends humans + AI (SOPs, automation paths, controls) -Prompt/playbook libraries and day-to-day team workflows -Executive coaching + training so adoption actually happens Typical engagements: -2–6 week sprint to diagnose + implement a reset -Ongoing fractional leadership (5–20 hrs/week) Recent Endorsements: “Toby demonstrated exceptional leadership, business acumen, and a deep understanding of technology-driven sales strategies.” — Feroz Syed, CEO, RADcube “Toby brings a rare combination of applied AI expertise, executive leadership, and public-private perspective.” — Jason Evans, Chair, AI Business Council, International Trade Council

Most founders bring me in when revenue is growing but the business is starting to crack underneath it. Reporting is unreliable. Cashflow is unclear. The CRM is leaking. The team is busy but nothing is quite landing. And you're still stuck in the middle of everything. What you need isn't a consultant who talks strategy from a distance. You need someone who actually comes in, takes the wheel on day-to-day operations, actively manages the team, and gets things moving. That's what I do. I've built and scaled my own business to £10M revenue at 30% EBITDA before exiting, and held VP roles at Getty Images and Kodak. Because I have over 25 years of commercial leadership experience, I don't need an extensive ramp-up period. I've seen almost every operational bottleneck before, which means I spot leaking revenue faster and stabilise teams quicker. The work I'm most proud of is the hands-on stuff inside growing companies — fixing the operational chaos that builds up when a business scales faster than its systems. Where I typically focus * Team accountability & operating rhythm: Managing day-to-day delivery, running stand-ups, and leading the team so performance stops depending on you. * Cashflow forecasting & P&L visibility: Making sure you always know exactly where you stand financially. * CRM & revenue pipeline rebuilds: Tightening conversion tracking so leads don't fall through the cracks. * KPI dashboards & reporting: Creating practical data systems that actually support real-time decisions, not just tick a box. Recent work includes rebuilding CRM and revenue pipelines into a single operating model, improving follow-up discipline, managing remote teams, and installing reporting systems to support multi-million revenue growth. I work best with decisive, growth-minded founders in SaaS, e-commerce, and service businesses who are ready to hand over the day-to-day to someone who'll roll their sleeves up and drive it. If that's you, we'll hit the ground running. Core areas Fractional COO · Operational Leadership · Team Management · Revenue Operations · CRM Architecture · Financial Systems & Forecasting · KPI Dashboards

🇺🇸 USA-Based Fractional CMO/CRO/CTO — Los Angeles, CA 👑 Top .01% Expert-Vetted Hands on Executive on Upwork Recently I interacted and worked with Google on AI/ML systems that I built. I come from Enterprise ABC Disney, NBC, and 100M+ companies. I build revenue systems, not marketing plans. Eighteen years running growth for companies from $10MM to $250M+, structured the same way every time: GTM strategy, AI/ML systems, and CRO infrastructure wired directly into pipeline and revenue. Most fractional executives bring one lane: marketing, ops, or tech. I bring all three: CMO-level demand generation, CEO/COO-level business operations, and CTO-level technical execution. I don't hand the AI/ML build off to an engineer — I build it. Track record: ✔ Founded a media company in 2008 — full-stack marketing & AI agency, 316 brands in 6 years ✔ 2x-exit CEO, including founding and exiting a telehealth company ✔ Fractional CMO/CRO/CTO since 2018 — GTM, revenue ops, and technical systems for funded startups and enterprise brands ✔ AI systems work with Google; speaker on AI implementation in marketing and revenue ops ✔ Agency-side enterprise growth work for Disney Interactive, Warner Bros., ABC, and TMZ What I run: 🛠 Fractional CMO / CRO / CTO — strategy, execution, revenue and technical operations 📈 Revenue Growth Systems — GTM, CRO, and pipeline architecture wired to close 🤖 AI/ML Implementation — built by me, not briefed to an engineer 💼 Business Operations — P&L, ops, and exec decision-making, not just a marketing budget Industries: SaaS & AI products. Healthcare and telehealth — founded and exited one. Supply chain and logistics. Home improvement and smart tech. E-commerce and D2C. Enterprise media (Disney Interactive, Warner Bros., ABC, TMZ ).

US-Based | Eastern Time (EST) Fractional CMO & AI Growth Architect for SaaS and scaling companies that want category leadership, not just “more leads.” Recent outcomes: - $50K MRR in 2 weeks for an AI startup - $48M+ in incremental AI-driven revenue across SaaS, healthcare, and e‑commerce. - 76% customer reactivation and $3M incremental revenue via lifecycle automation. Clients typically see 3–5x ROI because I combine 20+ years of CMO leadership with PhD‑level data science and AI—delivered as a hands-on fractional executive, not a “slides-only” consultant. What I do for founders and PE-backed teams: - Build AI‑driven growth systems: demand gen, lifecycle, and sales enablement that are fully instrumented and attributable. - Architect martech and data stack (HubSpot/Salesforce + analytics + automation) for predictable MRR and board-ready reporting. - Design and run experiments across pricing, positioning, funnels, and channels tied directly to revenue, CAC, and payback period. How we work together (low-friction): Diagnose Short, intensive discovery to map your growth levers, data, and funnel performance, ending with a prioritized roadmap and KPI model. Build 60–90 days to implement or upgrade AI, automation, campaigns, and reporting so you have a single source of truth for growth Scale Ongoing fractional leadership to manage team and vendors, optimize CAC/LTV, and communicate results clearly to investors and the board. “Josh didn’t just improve our marketing—he transformed our entire approach to growth. The AI systems he implemented generated more qualified leads in 3 months than we’d seen in the previous year.” — CEO, $15M SaaS platform If you’re serious about growth but unsure whether you need better positioning, a cleaner funnel, AI, or all of the above, send a short note with your current MRR, target MRR, and timeline. I’ll tell you what I’d do in your shoes—and whether I’m the right person to own it with you.

Fundraising | CFO | Fractional CFO | Financial Modeling | Business Plan | Financial Analysis | Financial Model Expert | Financial | Virtual CFO | Chief Financial Officer | Business Plan Consultant | Strategic Fractional CFO | Due Diligence-Financial Model | Expert Financial Modeling | Business Plan Writer | 🏆 €500M+ raised across VC, PE, Hedge Funds, Real Estate, and Startups 🏆 Advisory Board Member of a $1B+ Family Office 🏆 Former VC Advisor board of a $4B+ VC/PE fund 🏆 20+ Years in Strategic Finance, Fundraising & High-Impact Turnarounds 🏆 Built, Scaled, and Sold Companies | CEO experience | Global track record 🏆 Trusted by founders, investors, family offices & institutional funds Raising capital or building investor-grade financials? As a Fractional CFO with 20+ years across VC, PE, and family offices, I help founders close rounds faster and build finance systems that scale — €500M+ raised across global markets. For founders, the result is simple: 🎯 3x stronger investor positioning | 🎯 faster fundraising cycles | 🎯 systems that scale For investors: 🎯 faster diligence | 🎯 clearer reporting | 🎯 better investment outcomes What sets me apart is a rare 360° combination: I have sat on both sides of the table as an investor (board member of a $1B+ family office, advisor to a $4B+ VC/PE fund) and as an operator (CEO who turned a company losing €2M/year into a profitable, sold business). I do not just model numbers — I build strategies that work in real capital markets and operational teams. Active across Europe, Asia, and Africa. 🔹 Fundraising & Capital Strategy ✅ Investor-grade pitch decks, data rooms, and capital narratives (VC, PE, Family Offices, Hedge Funds) ✅ Fundraising process design from outreach to close ✅ Turnaround strategy for distressed or underperforming companies 🔹 Financial Modeling & Strategic Planning ✅ Full 3-statement integrated models, scenario & sensitivity analysis ✅ Valuation, KPIs, and board-ready reporting ✅ Business plans and operating plans 🔹 Fractional CFO Leadership ✅ FP&A, monthly reporting, BI dashboards (Power BI, Tableau) ✅ Cash flow optimization & working capital structuring ✅ Exit-readiness and M&A financial preparation 🔹 Investor & Fund Support ✅ Buy-side & sell-side due diligence for VC, PE, and family offices ✅ Investment memorandums & thesis validation ✅ Portfolio scaling, restructuring, and governance 🏆 €500M+ raised across VC, PE, Hedge Funds, Real Estate, and Startups 🏆 Advisory Board Member of a $1B+ Family Office 🏆 Former Advisor to a $4B+ VC/PE Fund 🏆 CFA Charterholder | Certified Venture Capital & Fundraising Expert Send me a message — I respond within a few hours. Whether you are raising capital, restructuring for survival, preparing for exit, or installing a finance function that drives growth, let's talk about what you need and whether I am the right fit.

$1.25B+ raised across debt and equity. Former Big 6 CPA. 30+ years helping founders, executives, and investors make better decisions with financial modeling and analysis, valuations, due diligence, and strategic business planning. I help companies with financial modeling that supports fundraising, M&A, restructuring, buyouts, cap table decisions, and major strategic moves. My goal? To give founders and investors financial modeling and decision support they can actually rely on when the numbers matter, the documents matter, and the outcome matters. I look at businesses the way operators and dealmakers do, not the way typical consultants with little operating experience do. 𝙒𝙝𝙮 𝘾𝙡𝙞𝙚𝙣𝙩𝙨 𝙃𝙞𝙧𝙚 𝙈𝙚: 𝟭. Raised over $750M in debt and $500M in equity 𝟮. Former Big 6 CPA with 30+ years of hands-on operating and deal experience 𝟯. Top Rated Plus and 100% Job Success on Upwork with $80K+ earned 𝟰. Built financial modeling for fundraising, acquisitions, buyouts, and strategic planning 𝟱. Strong in financial analysis, valuation, due diligence, and business plan development 𝟲. Worked on deals involving companies like Foot Locker, Revlon, Kmart Corp., Heritage Partners, and Merrill Lynch Capital Partners 𝟳. Deep experience with cap tables, Carta-related advisory, equity financing, convertible notes, and stock option matters 𝟴. I bring the perspective of a CFO, operator, dealmaker, and contract negotiator — not just an advisor reading from A.I. and templates 𝙒𝙝𝙖𝙩 𝙄 𝘿𝙤: 𝟭. Financial modeling for fundraising, M&A, restructurings, cap tables and investor decisions 𝟮. Financial analysis for high-stakes business, operating, and transaction decisions 𝟯. Business plan writing and investor-ready business documents 𝟰. Due diligence support, data room review, and transaction preparation 𝟱. Valuation models, IRR models, and deal economics analysis 𝟲. Cap table strategy, cap table cleanup, and Carta support 𝟳. Cash flow modeling and multi-year forecasting 𝟴. Capital raising support, pitch deck support, and investor overview materials 𝟵. Strategic planning for founders, boards, and leadership teams 𝟭𝟬. Deal structuring support for equity financing, SAFEs, convertible notes, LLC structures, and buy/sell transactions 𝙒𝙝𝙖𝙩 𝙏𝙝𝙖𝙩 𝙇𝙤𝙤𝙠𝙨 𝙇𝙞𝙠𝙚: 🔹 Financial modeling that helps founders raise capital with clearer numbers and stronger logic 🔹 Financial analysis that turns messy business data into decisions management can act on 🔹 Business plan and investor materials built for real scrutiny, not just presentation 🔹 Due diligence support that helps clients stay organized before problems become expensive 🔹 Valuation work that gives buyers, sellers, and founders a more realistic view of deal value 🔹 Cap table and equity work that helps companies understand ownership, dilution, and structure before they make the wrong move 🔹 Cash flow analysis and forecasting that help leadership teams see risk earlier and plan better 𝙒𝙝𝙤 𝙄 𝙒𝙤𝙧𝙠 𝘽𝙚𝙨𝙩 𝙒𝙞𝙩𝙝: 𝟭. Founders preparing for fundraising, acquisition, restructuring, or a major capital decision 𝟮. Businesses that need serious financial modeling, not surface-level spreadsheets 𝟯. Underperforming companies in need of downsizing, streamlining and cash flow management 𝟰. Owners who want strong financial analysis, valuation, and due diligence before making expensive decisions 𝟱. Companies that need a sharp business plan, investor overview, or pitch-deck financial backbone 𝟲. Leadership teams that value logic, structure, and clear thinking over noise 7. Clients who want a collaborative advisor who can solve complex business puzzles without being combative 𝙏𝙤𝙤𝙡𝙨: Microsoft Excel, Microsoft Office (including Excel with VBA scripting), Google Sheets, Google Workspace, QuickBooks Online, VBA, PowerScript, Acrobat, Wondershare, ChatGPT, Claude, Perplexity, Zoom, Microsoft Teams If you need financial modeling, financial analysis, valuation, due diligence, restructuring or a business plan that can stand up to real investor, lender, or transaction scrutiny, send me a message. I reply fast, ask the right questions, and tell you straight what is worth fixing first.

You’ve built a strong founder-led business — but growth is still running through you. I help scaling founders remove founder dependency, build operational capacity, and create the business architecture needed to grow without chaos. As a Fractional COO and Strategic Operations Partner, I work with founders whose business is already working — but the delivery, team, decisions, systems, and leadership rhythm have not yet caught up with the level of growth they’re trying to hold. Fractional COO | Strategic Operations Partner | Upwork Expert-Vetted | Top Rated | $200K+ Earned | 90%+ Job Success Most of my clients come to me when growth has started to expose the cracks behind the scenes. The business is making money. The clients are there. The opportunity is real. But the founder is still too involved in every decision, every delivery issue, every team question, every client escalation, and every moving part. That is founder dependency. And it is usually not solved by hiring another assistant, adding another tool, or writing another SOP. It requires stronger business architecture. I help founders build the operational capacity required to scale. Together, we may work on: • Founder dependency and bottleneck removal • Business architecture and operating model design • Team roles, decision rights, and accountability • Delivery systems, SOPs, and client experience • KPI dashboards and visibility systems • Pricing, packaging, retention, and margin improvement • Leadership rhythm, operating cadence, and calm CEO decision-making • Strategic priorities and execution systems for the next stage of growth This is not surface-level strategy. It is the work of making the business easier to run, easier to lead, and less dependent on the founder carrying everything. CLIENT RESULTS INCLUDE: • 10–15+ hours/week freed from day-to-day operations • Stronger execution without constant founder involvement • Clearer team ownership and decision-making • Improved margins through simpler, more effective systems • Increased revenue through better pricing, positioning, delivery, and operational clarity • A business that feels structured, calm, and back under control RECENT CLIENT WORK: • Helped a scaling mental health practice remove operational bottlenecks, improve decision-making, and prepare the business for acquisition • Supported a construction business through operational restructuring, KPI visibility, and a 28.6% revenue increase within 4 months • Partnered with a data analytics agency to strengthen sales, leadership, and scalable delivery foundations • Helped a creative agency move from reactive delivery into a clearer operating structure • Supported SaaS, consulting, agency, wellness, construction, community, and expert-led businesses through growth-stage complexity HOW I WORK: Assess We identify what is actually breaking under scale: founder dependency, delivery drag, team confusion, unclear decision rights, weak visibility, pricing strain, or operational complexity. Architect We design the business architecture: roles, responsibilities, rhythms, systems, priorities, KPIs, and decision flows. Align We create the leadership and execution structure needed for the founder and team to operate with more clarity and less reactivity. Accelerate We implement what matters most so the business becomes calmer, stronger, and more scalable. WHO THIS IS FOR: This is a strong fit if: • You are a founder, CEO, consultant, agency owner, or expert-led business owner • Your business is around $500K–$5M+ revenue • Growth is happening, but it still depends too heavily on you • You want strategic ownership, not task-based support • You need someone who can see the full business model, not just isolated operations • You are ready to build the structure for your next stage of scale This is not a fit if: • You are looking for a VA, OBM, admin support, or task-based project manager • You only want someone to “write SOPs” without addressing the business model underneath • You are very early-stage and still validating your offer • You want low-cost execution rather than strategic partnership • You want coaching without operational change ABOUT ME: I bring 20 years of experience across finance, strategy, operations, consulting, and founder advisory. I have built my own 7-figure consulting business, worked with founders and CEOs across multiple industries, and generated around $300K through Upwork while being recognised as Expert-Vetted / Top 1%. My strength is seeing the full system: business model, delivery, operations, leadership, decision flow, team capacity, pricing, and growth strategy — then simplifying it so performance becomes sustainable. If your business is growing but still depends too heavily on you, let’s start with a focused strategy conversation.

𝐘𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐫𝐮𝐧𝐬 𝐨𝐧 𝐲𝐨𝐮, 𝐧𝐨𝐭 𝐨𝐧 𝐚 𝐬𝐲𝐬𝐭𝐞𝐦. 𝐓𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐨𝐭𝐭𝐥𝐞𝐧𝐞𝐜𝐤. I am a Fractional COO who builds the AI-powered operating systems, automations, and SOPs that take the founder out of the day-to-day. Not someone who just configures Zapier, someone who understands why the workflow exists in the first place. I have scaled operations from 10 to 250+ people, pulled founders out of their own operations, and built the structure that lets a business grow without the chaos. You do not get a task-taker. You get the operator who designs the system and builds it. 🧩 𝐖𝐡𝐚𝐭 𝐈 𝐁𝐮𝐢𝐥𝐝 ◉ Operating systems in ClickUp, Notion, Asana, Monday, or Jira: ownership, cadence, and accountability your team can run without you ◉ Cross-tool automations (n8n, Make, Zapier + AI) that kill manual data entry, reporting, and approvals ◉ Client onboarding and offboarding flows, from contract signed to first delivery ◉ Finance and ops workflows: invoicing, approvals, CRM updates, reconciliation ◉ API and custom integrations: webhooks, REST, and JavaScript/Python where tools do not natively connect ◉ KPI and profitability dashboards (revenue, ROI, ROAS) for real-time leadership visibility ⚙️ 𝐇𝐨𝐰 𝐈 𝐖𝐨𝐫𝐤 ◉ Audit first: I map what exists before recommending what to build ◉ Architecture before tools: the logic is designed before a platform is chosen ◉ Built to last: every system is documented, tested, and handed over so your team owns it ◉ No over-engineering: simple and reliable beats clever and fragile I lead the whole engagement as your operator, not just a pair of hands 📈 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐒𝐞𝐞 ◉ Took a multi-entity business owner from 20 hours/week in operations to 1 hour/week, through a structured 90-day plan ◉ Scaled operations from 10 to 250+ team members in under a year ◉ Cut monthly operational cost by 40% through SOPs, workflow redesign, and automation ◉ Held 90%+ NPS and CX performance through structured training and accountability ◉ Award-winning leader (4 times) including a "Best Startup of the Year" award for a company I led 🎯 𝐖𝐡𝐨 𝐓𝐡𝐢𝐬 𝐈𝐬 𝐅𝐨𝐫 Founder-led startups, agencies, and service businesses where growth has outpaced the systems, ownership is unclear, reporting is weak, or the founder is still in every decision. 🛠️ 𝐓𝐨𝐨𝐥𝐬 𝐈 𝐖𝐨𝐫𝐤 𝐀𝐜𝐫𝐨𝐬𝐬 Automation: n8n, Make, Zapier, Webhooks, REST APIs AI: ChatGPT, Claude, AI agents Ops & PM: ClickUp, Notion, Asana, Monday, Jira, Airtable CRM & Support: Zoho, HubSpot, Freshdesk, Zendesk Comms & Finance: Slack, Google Workspace, Stripe, QuickBooks, DocuSign The tool is always the last decision, not the first. 🚀 𝐋𝐞𝐭'𝐬 𝐒𝐭𝐚𝐫𝐭 Message me with a quick description of your business and the manual work costing your team the most time. I will reply with the first 3 things I would fix or book a consultation below.