The strategic financial specialist who makes founder-led businesses sellable, financeable, and correctly priced.
A boardroom-grade finance partner who prices the work against the value it unlocks — capital secured, margin recovered, a higher valuation at exit.
The same conviction that brought the product to life is exactly why the numbers took a back seat. But when the stakes rise — a raise, a repricing, a board, a sale — the quiet gaps start to show.
Imagine seeing what’s coming — a rolling forecast and scenario view that let you make moves early and with confidence, instead of reacting at month-end.
We’ll build the defensible model and clean reporting that make lenders and investors lean in — so you walk into those rooms ready, and they say yes.
Once you can see your true cost-to-serve and unit margins, pricing becomes a lever you control — and the margin already in your business comes into view.
When the recap or sale comes, you’ll have it ready — normalized EBITDA, a clean diligence pack, and a value story that earns the multiple your work deserves.
Every engagement strengthens one leg of the promise — sellable, financeable, correctly priced.
Every engagement is anchored to a quantifiable outcome — a closed raise, recovered margin, a cleaner valuation at exit — so my incentives align with yours from day one.
A flat fee scoped to the outcome and benchmarked to ROI, not hours. Best for exit-readiness, a pricing overhaul, or a capital-raise model.
A monthly access fee for ongoing FP&A and advisory between value-events — your permanent strategic finance seat.
For high-conviction clients, a reduced base plus a bonus tied to a closed deal, raise, or margin target. Shared upside, shared risk.
Every quote is tied to the dollar outcome at stake — so the value is clear before the work begins, and proven by the time it ends.
From a focused diagnostic to an embedded seat — each scoped to the decision in front of you.
A fast, focused read of where the value — and the risk — is hiding.
Find the margin hiding in how you price.
Make the business diligence-ready before the buyers arrive.
A financeable model and the pack that gets a yes.
The board- and lender-ready plan that wins approval.
Your standing strategic seat between the big decisions.
Owners who want a strategic financial partner in the room when the decisions get big.
Preparing for succession, sale, or a PE recap — needing normalized EBITDA and diligence-ready financials.
Facing margin compression or a repricing decision — needing real unit economics behind the next move.
Raising debt or equity, or seeking board approval, who need a financeable model and a credible plan.
The deal pedigree, P&L command, and pricing science behind every engagement — delivered hands-on, end-to-end.
Built financial models supporting $1B+ in equities, fixed-income, and M&A transactions.
$500M+ M&A advisory; $250M of equity investments; 100+ businesses evaluated.
$200M+ P&L; implemented SOX controls across four divisions.
Founding finance member of AWS’ Agentic AI business, established in early 2025; priced new Agentic AI services launched in early 2026.
Built a new fast-food concept in a challenging emerging market — grew it from zero to four locations.
First on-site finance lead for a GXO operation in Arizona; managed a $30M P&L.
Every relationship follows the same arc — low risk to begin, earned trust by the end.
A short, fixed-fee read of the business that surfaces where the value — and the risk — is hiding. Low commitment, clear answers.
A scoped project around the decision in front of you — a raise, a repricing, a sale — priced to the outcome and built to show real return.
Once the value is proven, I stay on as your embedded finance partner — in the room for every big decision that follows.
Start with the value-event, prove the return, then grow into the seat at the table.
A short discovery conversation pinpoints the decision in front of you. Then a scoped proposal, tied to the value at stake.