Strategic Advisory Services
I work with business owners and leadership teams with bold ambitions who value clarity, velocity, and results. My role is to bring an independent lens that helps to see the full playing field, identify leverage points, and up the cadence on execution. While much of my focus is with growing SMBs, I also work with larger organizations navigating similar inflection points where strategy, structure, and execution must evolve in tandem.
Sample Engagements
Professional services firm (20 people, early growth): Designed partnership, affiliate, and network strategy to unlock new revenue streams and complement strong organic growth.
Trade services company (45 people, growth stage): Conducted a financial and organizational review to validate readiness for a 3-year expansion plan.
Supply-chain group (150 people, mid-market): Facilitated a company-wide strategic reset to drive clarity, alignment, and disciplined execution for national rollout.
Technical services firm (100 people): Provided fractional support for process optimization, platform selection, vendor assessment, and custom software enhancements.
Industrial manufacturer (200 people, upper mid-market): Structured strategy and engagement plan for government, academic, and industry partnerships, positioning the company for $10M+ in collaborative funding.
How I Engage
I get involved where I can add real value and where the upside is worth chasing. Engagements ranges from focused advisory or execution support to long-term partnerships with performance-based outcomes.