What I Do
I’m your business advisor and coach. With 15 years of entrepreneurship experience, I listen and work with you to put in tried-and-true systems to solve the problems you’re grappling with. Whether it’s streamlining day-to-day operations, building systems in all verticals, dialling in decision-making, improving wellbeing, or preparing for an exit, I’ve been there and can help.
If that sounds like what you need, contact me and let’s schedule an initial chat, or scroll down for more information.
Running a business is hard. I’ve experienced the 3 a.m. wake-ups, the payroll worries, the strain on wellbeing, and the isolation of leadership. People turn to me because I’ve weathered these storms and need to talk to someone who understands. Together, we can cut years of trial, error, and costly mistakes out of your path.
Where’s the Proof?
Talk is cheap. Here’s data to back up the talk on what I achieved over 15 years of founding and running my business:
- $4M revenue per year at time of exit
- 86% employee satisfaction rate
- 46% average year-over-year revenue growth
- 28% average year-over-year personnel growth
- 210% average year-over-year EBITDA growth
- 24% EBITDA margin over entire period
- 0 people let go because we didn’t have enough work.
Who I Work With & What I Do
I work with founders of professional services firms, technology companies and startups, and small businesses alike to help:
- Increase profitability and improve margins
- Navigate work/life balance and burnout
- Evaluate and advise on tech (web, mobile, data, operational systems)
- Develop and improve marketing systems
- Delegate and systematize sales systems & processes
- Boost operational efficiency
- Develop meaningful KPIs
- Improve employee satisfaction and retention
- Develop effective hiring processes
- Aid in company reorganization
- Mentor and develop leadership teams
- Advise + navigate exits, mergers and acquisitions
These are challenges I faced and solved while building and selling my own company. With your domain expertise and my experience, we can achieve similar results for you.
Areas of Expertise
If you want to transform from smaller & surviving to growing & thriving , I can help through the same battle-tested and data-forward solutions I used to grow my business from $0 to $4M / year. Here are the areas I offer impactful expertise in:
Sales & Marketing
Position and market your business more effectively, and get proposals and bids out the door way faster and with higher close rates.
- Positioning
- Marketing Systems
- Sales Systems
Operations
Deliver more profitable products and services without having to do it all yourself, while keeping clients + staff happy.
- Service Delivery
- Employee Retention
- Client Satisfaction
- Technology Advisory
Finance
Develop simple + speedy financial acumen and tools in order to measure, monitor, forecast and improve your profitability and cash flow.
- Forecasting
- Cash Flow
- Reporting
Long-term Strategy
Point the ship in the right direction with strategic systems, processes, and advice that aligns you for the now and the next.
- Vision + Mission
- 3-Year Plan
- 1-Year Outcomes
M&A / Exit Strategies
Grow through M&A, or plan ahead for when the inevitable time comes to exit your business and move on responsibly.
- Valuation
- Preparing to Sell
- M&A Advisory
Time to level your business up? Drop me a line.
I’m interested to hear from fellow entrepreneurs like you, who know there has to be more upside to their business – and their life. Let’s start with a simple, quick, no-obligation introductory video call to see if there’s a fit.