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Why me?
To drop all the jargon and get right to brass tacks: I understand your challenges and have solved many of them already, I know what you’re feeling right now better than anyone, and I can take you from survive to thrive. I lived the entrepreneur life for 15 years prior to selling my business and starting a practice as a business advisor and coach.
Typically, I partner with entrepreneurs facing tech, finance, scale, and/or work-life balance challenges, working to help implement systems to solve those pains in a data-forward, measurable fashion. And the big one? I do it way faster than figuring it out yourself. Trust me, I did it that way and it is painful, costly, and generally not a whole lot of fun.
Areas of Expertise
Whatever challenge you’re facing, chances are I’ve been there too. I work with founders of professional services firms, technology companies and startups, and small businesses alike. As a business advisor, I know how to get to action and results quickly, offering solutions rooted in data and outcomes that you can track.
Sales & Marketing
Boost lead generation, revenue, and sales efficiency. Effective sales & marketing starts with effective positioning alongside a feasible marketing strategy. This leads to the implementation of a sales system that’s mature, measurable, and fast.
Operations
Your operations and or service delivery are the backbone of your business. Whether it’s measuring performance, advising on tech, empowering leaders, improving efficiency, or hiring and retaining staff, I help you build systems that keep your clients and team happy while increasing profitability.
Finance
Financial clarity is key to peace of mind. I help you understand actionable finance, establish simple financial benchmarks, monitor profitability, and improve cash flow, so you can focus on growing your business without the sleepless nights.
Long-term Strategy
As the saying goes: if you don’t know where you’re going, how will you know when you get there? My simple strategic plan defines long-term goals, then works backwards in order to align them with quarterly goals and, importantly, how you’ll hit them. Plow through those, and you’re golden.
Mergers, Acquisitions, and Exiting
Whether you’re exploring a merger, acquisition, or planning your exit, I’ve been on all sides of the table. I offer valuation insights, help you prepare your business for sale, and guide you through the M&A process to ensure you maximize your return.
Business Advisor Insights
Insights is where I publish my thoughts, tips, tricks, and actionable advice on running less stressful and more profitable businesses – along with a little bit of general life learnings sometimes. Here’s the latest:
Selling My Digital Agency: An Interview on How it Happened
John Warrillow is a well-known author and expert on service businesses as well as mergers & acquisitions within the space. I did an interview on his podcast, Built to Sell Radio, that outlines my experience…
Continue Reading Selling My Digital Agency: An Interview on How it Happened
Diversifying Your Identity: Being More Than an Entrepreneur
We’re taught to diversify our stock portfolio – that way, if one stock tanks, our whole portfolio doesn’t go with it. Should we do the same with our identities? Starting, growing, and running a business…
Continue Reading Diversifying Your Identity: Being More Than an Entrepreneur
How We Built a Powerful $4M Sales System – with Only 2 People
For a long time, my business was stuck. Stuck at 10 people and around $1M revenue. I didn’t know how to break through the ceiling that seemed to be above us. It wasn’t until I…
Continue Reading How We Built a Powerful $4M Sales System – with Only 2 People