Consulting & Fractional Engagements
I work with owner-operated companies on challenges that warrant senior attention but don't justify a full-time executive hire
I work with owner-operated companies on challenges that warrant senior attention but don't justify a full-time executive hire
Finance & Accounting Operations
Month-end close and reporting discipline · Cost accounting and margin analysis · Budgeting, forecasting, and cash management · Chart of accounts and reporting package design · KPI and management reporting build-out
Operations & Systems
ERP selection, implementation, and remediation · Process mapping and redesign across quote-to-cash and core operational functions · Inventory and standard cost systems · Pricing and quoting infrastructure · Operational assessments and improvement roadmaps
Strategy & Management Consulting
Market, competitive, and customer analysis · Growth strategy and commercial planning · Organizational design and role clarity · Contract and vendor analysis · Business case development and capital allocation support · Interim leadership on defined projects
Transaction & Portfolio Support
Commercial and operational due diligence · Quality-of-earnings support and financial analysis · Add-on and integration planning · Post-close 100-day execution · Value creation planning for sponsor-backed businesses · Carve-out and standalone readiness
I embed, I don't advise from outside.
I work on site, in your systems, alongside your team. That means the people doing the work know who I am and why I'm there — not a stranger who appeared in a conference room and left with a binder.
The answer is usually on the floor, not in the model.
I'll spend time with the controller and the shop supervisor, the scheduler and the sales lead. The numbers tell you where to look; the people doing the work tell you why it's happening. I need both, and I'm comfortable in either room.
Data first, then judgment.
I start by getting the numbers right and trusted, because most operating disagreements are actually disagreements about facts. Once the facts are settled, the decisions get much easier — and your team can make them without me.
Your team owns the outcome.
I'm not building something only I can run. Whatever we put in place gets documented, taught, and handed off to the people who'll live with it. You get me, not a team of associates. Engagements have a defined scope and an end, and I'll tell you when you don't need me anymore.
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