I'm a fractional CFO for owner-operated DTC brands that are growing without knowing which growth is profitable. I do deep dives of the ad metrics on each platform, cross reference the results against financial performance, and project seasonality to set the budget.
Ten years in finance and operations, six of them advising founders, alongside public accounting, public-company reporting, FP&A, and finance leadership.
Current engagement: 70% revenue growth and −0.7% → 16.6% EBIT margins over three fiscal years →
More on what this looks like for a DTC brand, or how I read the ad metrics.
Engagements come in three shapes: a 90-day starter, ongoing retainers, and one-time projects. Each starts with a 30-minute call to confirm fit.
A scoped 12-week engagement in three phases. By the end, you have the tools, the rhythm, and the data to empower your decisions.
Advisor Retainer as the workhorse, regular analysis and recommendations on the big decisions. Operating Partner Retainer for clients ready for deeper engagement. Both built around the monthly performance review.
Capital allocation analysis, historical performance analysis, competitive analysis, sell-side prep. Specific deliverables that don't need an ongoing relationship.
A dedicated track for landlords and small real-estate investment companies: CFO-style reporting on your rental portfolio. Start with a one-time Portfolio Diagnostic, or keep it current with a Quarterly CFO retainer.
One in-depth case study and a set of working tools you can try yourself. Both show the kind of work I do for clients.
A detailed look at the operating playbook deployed on one DTC brand: how a structured P&L, disciplined ad spend, and measured capital allocation turned break-even into a 16.6% EBIT margin in a single year.
View the case →A retirement Monte Carlo, a home-purchase analyzer, and the LandlordWatch venture. Three live tools you can use right now. The same depth that shows up in client engagement deliverables.
See the tools →I read every message and usually reply within a business day. The first call runs 30 minutes: we cover your situation, whether I’m a fit, and which engagement makes sense. The more specific you are below, the faster I can point you in the right direction.
If you want a head start, you can optionally send your last 12 months of P&L beforehand and I’ll come to the call with a first read on where your margin actually is. I sign a mutual NDA first, there’s no charge, and it is entirely optional. Plenty of good calls happen without it.