Engagement Models

Fractional CXO Leadership

CXO or hybrid executive support, typically 1-2 days per week

Interim Assignments

Defined duration roles to grow, stabilize or reposition a firm

Projects

Focused diagnostics or strategic initiatives including transaction planning, creating strategic dashboards, developing BD models, or defining go-to-market approaches

Who I Help

Professional Services Firms looking to move from hustle to high performance — building systems that allow leaders to focus on clients and growth.

I work across the professional services space including:

Consultancies (strategy, management, technology, research, etc)
Agencies (marketing, branding, communications, digital)
Market research, insights, & analytics
HR/talent advisory
Accounting and legal services

Private Equity Firms investing in professional services and related markets — supporting commercial due diligence and post-close value creation.

Professional Services Firms

Founder-led business often have informal operations, unpredictable revenues and margin, and lack the scalable and sustainable platforms to support profitable growth and position themselves for successful exits. I provide executive-level leadership across all areas of business operations, finance, and go-to-market to help professional services firms grow, scale, and mature.

Firm Governance & Leadership Alignment

Partner/leadership team structures and decision-making processes
Setting agendas, aligning incentives, and creating accountability frameworks
Ensuring founders and senior leaders spend time on growth and client work, not firefighting

Impact: Aligned team, clarity and accountability

Go-to-Market Growth

Turn business development into a repeatable, scalable engine
Build sales and marketing platforms that track, target, and engage prospects
Refine market positioning and messaging to stand out and win
Support private equity and investor-focused growth initiatives

Impact: Predictable revenue growth and stronger market presence

Operations & Infrastructure

Move from ad hoc processes to scalable systems
Design and implement management dashboards and tools
Create contracting and delivery processes
Improve resource allocation, utilization, and accountability

Impact: More consistent client delivery, less execution risk, and the operational backbone needed for scale

Finance & Performance Discipline

Bring clarity and control to the numbers
Build financial models, budgets, forecasts, and cash flow projections
Define and track KPIs that matter (e.g., utilization, margin, pipeline health)
Improve reporting and dashboards to give leaders real-time visibility

Impact: Better decision-making, stronger margins, and confidence in growth investments

Talent & Leadership Systems

Professionalize how you attract, retain, and manage your people
Design recruiting, onboarding, and performance management processes
Develop career paths and training to retain top talent

Impact: A healthier culture, less turnover, and a firm that doesn’t depend solely on its founders

Private Equity

Investors in professional services need to reduce uncertainty around growth and scale in potential investments and need seasoned operators that can bring discipline and focus to execute value creation strategies post-close

Commercial Due Diligence

Support pre-investment decisions in professional services and adjacent markets
Develop market opportunity and competitive assessments
Evaluate leadership and organizational scalability
Analyze operational risk and margin improvement opportunities

Impact: Clearer theses, sharper risk/return assessments, faster conviction

Value Creation & Growth Strategy

Help portfolio companies execute their growth and operational plans
Build scalable operations, finance, HR, and governance models
Establish KPIs, dashboards, and reporting to monitor and drive value
Strengthen go-to-market and business development for growth

Impact: Accelerated revenue growth, stronger margins, higher exit multiples

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