I'm a fractional CFO and operating advisor for owner-operated businesses. I build the systems, run the numbers, and partner on the decisions.
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 −1% → 24% EBIT margins over three years →
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.
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.