Approach What working with me actually looks like

I stay in the room until the thing actually happens.

Most engagements stop at the strategy deck. Mine start there. The pattern below is roughly how they unfold. Adjusted to what your business needs.

The shape

Three movements.
Each lasts as long as it needs to.

Typical engagement: 3–9 months. Small number of clients at a time, so I can stay close.

01

Clarify. What's going on.

Two to three weeks. I sit with you, your team, your numbers. Listen more than I speak. Map the business: not the org chart, the decision flow, hiring posture, customer concentration, where the next 12 months of growth has to come from.

Output: a one-page diagnostic. What's working, what's brittle, what needs to be true for the next stage to land.

02

Plan. The smallest credible plan to get there.

Not a deck. A short, opinionated set of moves and the order they happen in. Hiring, structure, customer concentration, pricing, ops cadence. Whatever the diagnostic surfaced as load-bearing.

Plans you can read in one sitting. Decisions you can act on in two weeks.

03

In the room. Until the thing happens.

This is what most advisors don't do. I stay engaged through execution. SLT meetings, hiring calibration, the difficult conversation with the wrong-fit senior, the customer call that needs another voice in it.

Weekly sessions. Async between. As much room presence as the moment needs. No more.

Versus

You have other options. Here's how I'm different.

Each of these is the right call sometimes. If one of them is the right call for you, I'll say so on the discovery call.

An in-house senior hireCOO, commercial leader, head of growth
Faster to engage, lower commitment, broader pattern recognition across multiple businesses. Useful before you've decided what the seat is actually for.
A management consultancyBig four, boutique strategy
Polished deliverables, analytical heft. I bring lived operator experience, and I stay in the room past the read-out.
A fractional CFOFinance-led part-time leadership
They give you the finance function. I give you the scaling operator. The two often sit alongside each other.
An M&A advisorTransaction-led
They give you a transaction. I give you the scaling work that's worth doing before any transaction is on the table.
Going it aloneFounder running on instinct
Sometimes the right call. Often the cost of decisions in the wrong order beats the cost of an outside operator. You'll know which it is.
Boundaries

What I don't do. And won't pretend to.

If your need lives in one of these, I'll point you to someone who does it well.

Out of scope

  • Pre-revenue work. No product-market fit yet.
  • M&A transactions, buy-side or sell-side.
  • Transactional recruitment / headhunting.
  • Strategy decks without an execution mandate.
  • Day-to-day management of someone else's team.

Disqualifies an engagement

  • Founder unwilling to engage seriously with the work.
  • Looking for a deliverable factory, not a thinking partner.
  • Pre-revenue or still searching for fit.
  • Wanting someone to make the difficult call instead of you.
Start here

If this is the shape of what you need…

One twenty-minute call. We see if there's something to do together.

Book a 20-min call About me