Services
Advisory, operating leadership, and board service
Three connected ways to work together, plus focused help getting your business ready for AI, all drawing on the same experience running businesses. Most engagements start with one and adjust as the needs of the business change.
Availability: I’m open to full-time executive opportunities, interim operating roles, and select projects where my experience can help businesses grow, improve performance, or navigate change. See how I work
Advisory
CEO & Executive Advisory
A senior thinking partner for founders, CEOs, presidents, and owners who want an experienced operator’s perspective before they commit.
You might be facing
- Too many priorities and not enough focus
- A leadership team that isn’t fully aligned
- A major decision on growth, pricing, a partnership, or a deal
- No one senior to pressure-test your thinking
How I help
- Regular working sessions with the CEO
- Strategic planning and prioritization
- Preparation for board and investor discussions
- Direct input on critical decisions as they arise
What we aim for
- A short, agreed set of company priorities
- Faster, better-informed decisions
- A leadership team working from the same plan
Best fit for
- Founder-led and owner-led companies
- First-time and newly appointed CEOs
- Leaders heading into a raise, sale, or acquisition
Leadership
Fractional COO & Operating Partner
Experienced operating leadership inside the business, whether that’s part-time, interim through a transition, or a permanent executive role.
You might be facing
- Growth that has outpaced systems and structure
- Missed targets and unclear ownership
- Sales, product, and delivery working out of step
- A leadership gap during a transition
How I help
- Set up an operating cadence, KPIs, and management reviews
- Run quarterly planning and resource allocation
- Align go-to-market, product, and delivery teams
- Redesign the organization and hire key roles
What we aim for
- Clear ownership and accountability
- Reliable forecasting and margin visibility
- An operating system your team can run without me
Best fit for
- Growth-stage and venture-backed companies
- Private equity portfolio companies
- Companies between executives or after an acquisition
Governance
Board Representation & Advisory
An operator’s perspective in the boardroom, connecting strategic oversight with a practical view of what it takes to execute.
Discuss a board or advisory opportunityRoles I take on
- Independent director for private companies
- Investor or private equity board representative
- Advisory board member
- Board-level operating advisor
What I bring
- Experience as President, COO, and board member
- Fundraising, M&A, and integration experience
- A clear read on whether a plan can be executed
- Support for management, along with accountability
What we aim for
- A credible value-creation plan
- Board discussions focused on what matters
- Early visibility into operating risk
Best fit for
- Private equity firms and family offices
- Venture investors and private company boards
- Founders building their first formal board
AI
AI Readiness & Adoption
Practical guidance for leadership teams deciding how AI should change their business. The focus is on business results and how work gets done. I don’t sell or build software, so the advice stays independent.
Available as a standalone project or as part of an advisory, fractional, or board engagement.
You might be facing
- Pressure from the board or competitors to “do something” with AI
- Scattered experiments with no clear results
- Uncertainty about which tools, vendors, or partners to trust
- Data and processes that aren’t ready for automation
How I help
- Assess where AI can improve sales, operations, delivery, and finance
- Prioritize use cases by value, cost, and risk
- Prepare the data, processes, ownership, and guardrails
- Design and oversee pilots, then scale what works
What we aim for
- A short, prioritized AI plan tied to business goals
- Measurable gains in time, cost, or customer experience
- A team that uses the new tools and trusts them
Best fit for
- CEOs and owners deciding where to start
- Boards and investors assessing AI risk and opportunity
- PE firms looking for value creation across a portfolio
Areas of focus
Where I’m most often useful
These areas come up across all three types of engagement. Each reflects work I’ve led as an operator.
Growth & transformation
Assessing how the business runs today, removing what slows it down, and building the structure, KPIs, and plan for the next stage of growth.
Go-to-market & commercial strategy
Revenue strategy, pricing and packaging, partnerships, market entry, and aligning sales, marketing, and delivery around the customer.
M&A, integration & investor readiness
Preparing for a raise or sale, operational diligence, and making acquisitions work after the deal closes. I’ve done this as a founder and as the integration lead.
Operational modernization
Updating systems, data, and workflows so the business can scale, and so it’s ready to get real value from AI and automation.
Not sure which fits?