Advisory
When something needs to change - quickly and effectively. I help organizations and their leaders course correct quickly, stabilize what's not working, and build the structure required for sustainable growth.
Fractional CFO
Senior level financial leadership without the full time commitment. Often engaged during transitions or periods of growth, I step in when a CFO departs or when the role has not yet been built. I bring clarity to your numbers, stabilize cash flow, and implement reporting that supports confident decision making.
- Financial oversight and reporting structure
- Cash flow stabilization and forecasting
- Board and lender reporting
- KPI design (including turnover, margin, efficiency)
- Audit and compliance support
Business Turnaround
Rapid assessment. Clear priorities. Immediate action. No judgment. Engaged by boards, founders, CEOs and lenders, I identify what's breaking down across finance, operations, and leadership, stabilize critical areas, and implement a focused plan to restore momentum.
- Rapid diagnostic of operational + financial breakdowns
- Immediate stabilization plans (cash, people, process)
- Leadership alignment under pressure
- Crisis navigation (bank, board, internal conflict)
- Short-term + long-term recovery roadmap
Strategic Planning & Offsites
Strategic planning and offsites that move beyond discussion into action. Key issues are rapidly assessed and distilled into focused priorities, bringing senior leadership and the next level of management into alignment. Long-term strategy is translated into clear, short term execution plans with accountability.
- Quarterly or annual planning sessions
- Board + leadership team facilitation
- Alignment on vision, priorities, and execution
- Translating strategy into measurable action
- Neutral third party to cut through noise
Private Advisory
Strategic advisory rooted in experience, not theory. Private and Confidential. Having led across multiple industries, I understand how businesses operate, where they fail, and what it takes to course correct. For leaders navigating complex decisions at a high level.
- 1:1 CEO / Founder advisory
- Decision-making clarity under pressure
- Leadership structure + accountability design
- Navigating growth vs. sustainability tension
- Personal leadership calibration
Ready to Get Started?
Schedule a confidential conversation to discuss your situation.
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