Partnership
Work with me inside the business: I take a small equity stake and help you run sales, ops, and growth like an operator—not a slide deck.
Ways we can work together
Four paths—operations, money and risk, continuity, or an equity partnership. Reach out by email when you’re ready; no forms on this page.
Not sure where you fit? Book Strategy Triage (10 min)
RevOps
Fix how your team sells and reports: CRM cleanup, automation, clear handoffs, and dashboards so reps spend time on revenue—not busywork.
Capital & Risk Strategy
Figure out where your money should go as you grow—and where you’re exposed (cash, debt, insurance gaps)—then get a clear plan you can act on.
Business Continuity Planning
Life insurance and continuity for business owners: who gets paid if something happens to you or a partner, what to buy first, and realistic timelines—with your attorney and CPA in the loop when needed.
Not sure which service fits? Start a conversation.
Email Daniel