Strategic advisor to founder-led companies
I work with founders of established businesses doing roughly $5 million to $30 million in revenue. Together, we make better decisions, build a stronger business and increase its value over time.
The next stage
You did not get to $5 million, $10 million or $20 million by accident. You know your customers, your market and your business better than anyone.
But the decisions become more complicated as the business grows. The team changes. The risks change. The amount of money at stake changes.
What worked at $5 million may not be what gets you to $15 million or $30 million.
Long-term value
Every important decision changes the value of your business. Pricing, customer concentration, leadership, products, technology, operations and capital allocation all matter.
How I help
Ongoing relationship
Ongoing guidance for founders working through growth, leadership, acquisitions, pricing, capital, technology, organizational change and other important decisions.
The work is practical, direct and built around the decisions in front of you.
Focused engagement
For founders preparing for an eventual sale who want to understand what buyers will value, what may reduce the outcome and what needs to change before going to market.
You leave with a clear, prioritized plan for increasing the value of the business before you sell it.
Experience
I have been a CEO twice and a COO twice. I spent 12 years inside private equity-backed businesses and went through two private equity exits.
I have personally led 15 M&A transactions and participated in many more. I also regularly work as a subject matter expert during private equity diligence alongside investment teams and analysts.
For many years, I have coached and advised founders across B2B SaaS, IT, manufacturing, transportation, retail, healthcare and wellness services.
The relationship
I am not here to motivate you or give you a generic system to follow. You have already built a successful business.
My job is to help you think clearly, see the risks you may be missing and make better decisions when the stakes are high.
Sometimes the answer is to move faster. Sometimes it is to change direction. Sometimes it is simply, “Do not do that.”
Investments
I have equity positions in several venture-backed and private equity-backed companies. That experience gives me another perspective on growth, risk, leadership and long-term value.
Please note that I do not review unsolicited investment opportunities or fundraising pitches.
Book a call
I work with a small number of established, founder-led businesses. Most are doing roughly $5 million to $30 million in annual revenue.
Start with a short confidential form. Once you complete it, you will immediately be taken to my Zoom calendar to choose a time.
Start a conversation
Tell me a little about your business and what you are working through. If it looks like there may be a fit, choose a time directly from my calendar.
Book a 30-Minute Call