I help you run the business, plan the money, and cover the risks—without drowning in jargon.

What I actually do

• Partnership: I join as a minority owner and help run the business with you—usually companies already doing about $2M–$15M in revenue. Partnership →
• Operations: Fix CRM, handoffs, and reporting so your team sells instead of fighting tools—often with partners like Ops-Pal doing the build. Operations →
• Capital & risk: Map where money should go, where you’re exposed, and what to insure (or self-insure)—then a practical plan to put it in place. Capital & risk →
• Business continuity: Life insurance, buy-sell, key-person coverage, and timelines—coordinated with attorneys and CPAs when documents matter. Business continuity →

Who I work best with

• Founder-led or owner-led businesses, often roughly $2M–$15M in revenue and cash-flow positive.
• Teams where sales, CRM, or handoffs are messy—or nobody has written down “what happens if” for owners or partners.
• People who want straight answers and a plan: what to fix first, what can wait, and what “good” looks like.

How we work

Most owners don’t need another opinion—they need clarity: what actually matters, what to fix first, and what to stop worrying about. We look at cash, people, insurance gaps, and time, then line up steps in a sensible order so you’re not guessing under stress.

• Start with context. A short call (Strategy Triage) is enough to see which lane fits—operations, capital, continuity, or partnership—before anything paid or heavy.
• Figure out what’s real. If we go deeper, we document how things work today and turn that into priorities you can act on—not a deck that sits in a folder.
• Build with specialists when needed. I stay close on design and accountability; implementation (CRM work, carriers, attorneys) goes to people who fit your situation.

How I think about risk

• We list what could hurt the business or your family, then decide what you’ll self-insure (keep the risk) vs transfer (buy insurance).
• Insurance is a tool—not a personality test. We use it where the math and the outcome actually make sense.
• I own the plan; carriers and specialists handle what they’re licensed for when we need them.

See Capital & Risk Strategy →

How I work with clients

• You’re not hiring “someone to click around in Salesforce.” You’re getting an operator who cares how sales, data, and people actually work together.
• Measure what matters—fewer vanity metrics, more clarity on what’s broken.
• Build things that ship: I’d rather a simple system people use than a perfect one nobody adopts.
• I’ll tell you early if we’re misaligned on goals or scope—so we don’t waste each other’s time.

Metrics I help teams get honest about

Examples: how fast you respond to leads; how deals move (or stall) by stage; win rates; time to close; what reps and managers actually do each week; why deals are lost; which marketing or lender sources pay off; and simple rules for when a deal is “ready” for the next step—with alerts when data is missing or stages are skipped.

Technologies & projects

See Activity for technologies and projects I'm building with.