FOR founders
You’re scaling to $10-20M in revenue.
Systems that worked are starting to break. M&A might be on the horizon. Ops gaps are costing you time and credibility.
Here's how we can partner
M&A Prep
I'll help you take a proactive approach to selling your business. So you can shape narrative, avoid surprises, and get ahead of diligence items.
Why this matters:
Non-financial diligence (contracts, customers, legal, compliance) were the #1 killer of LOIs in 2025. Proactive diligence prep puts you in control.
What that looks like:
Banker selection, diligence prep, data room builds, process coordination.
Systems & Infrastructure
As you scale, systems that were "good enough" start slowing decisions and eating your time.
Why this matters:
Systems worked at $7M revenue won't work at $15M. Getting an answer turns to asking 5 people and checking 3 systems.
What that looks like:
Systems implementation (CRM, dashboards, automations), board-grade reporting, optimized processes.
Operational Leadership
You focus on leading the business, and I'll own operational functions you don't have time for.
Why this matters:
You need someone who spots the gaps before they become problems – undocumented protocols that create liability, vendor contracts that need renegotiation, HR policies that don't exist.
What that looks like:
Centralized ownership of People Ops, vendor management (IT, legal, insurance, etc.) and operating rhythms established so teams stay aligned.
Ways to work together
You need VP-level ops leadership, but hiring takes 6 months and you need help now.
Fractional leadership gives you embedded strategic oversight – building infrastructure, coordinating teams and vendors, providing judgment – without the permanent headcount.
Typical engagement: 6-12 months, 10-15 hours/week, retainer-based
You have one high-stakes project where the wrong approach is expensive.
M&A prep, systems upgrades, targeted diagnostics – scoped engagements with clear deliverables and timelines when you need someone who's done it before.
Typical engagement: 3-6 months, retainer-based
You need strategic guidance, not someone in the weeds.
Biweekly or monthly calls for gut checks, pattern recognition, "is this normal?" questions. Access to frameworks and playbooks without weekly commitment.
Typical engagement: Ongoing, hourly