Services
Strategic & Financial Planning
When growth gets messy, priorities blur, and the model no longer tells the truth.
Long-range and annual operating plans
Financial models that tie strategy to reality
Scenario planning for growth, hiring, and capital decisions
Board- and investor-ready narratives (without the fluff)
You’ll leave with a plan that helps you actually run your business.
Exit Strategy & Investor Readiness
When optionality matters and the stakes are high.
Assessing readiness for an exit, raise, or strategic transaction
Financial and operational preparation for diligence
Structuring and preparing data rooms to support investor review
Developing clear, credible narratives for investors or acquirers
Focused on maximizing leverage, minimizing surprises, and protecting optionality.
Operating Rhythm & Execution
When strategy exists, but execution isn’t landing.
Translating strategy into clear operating priorities
Defining metrics that matter (and killing the ones that don’t)
Building decision frameworks for leadership teams
Creating operating cadence across teams
The goal: fewer opinions, faster decisions, better outcomes.
Founder & Executive Partnership
When the stakes are high and you need a true thought partner.
Sounding board for complex, high-impact decisions
Pressure-testing plans before you commit resources
Navigating growth transitions (new markets, leadership changes, scale complexity)
This is for founders who want rigor, not reassurance.
