Advisory that Moves the Needle
Every business has complexity. The real challenge is knowing where to focus and having a clear path to get the outcome needed. My role is to help private and family business owners cut through the noise, prioritize what matters most, and drive long-term outcomes with clarity, structure, and confidence.
Transition and Succession Strategy
Helping owners prepare for the evolution of their business on their terms.The transition and succession of a private and family business is one of the most complex things for a business owner at both the business and personal levels. Doing it right requires planning, preparedness, and a deep understanding of the many options and tradeoffs. The process is highly complicated–financially, emotionally, and structurally. I give owners a steady hand to walk through the transition and succession process with them.
- Transition Planning
- Succession Planning
- Company Preparedness
- Transaction Structuring
- Owner Preparedness
- ESOPs
- Corporate Restructuring & Reorganizations
Strategic Finance
Aligning finance with strategy to drive growth and performance.Too often, the finance function in private companies is defined narrowly as accounting and closing the books. A well-organized finance function creates value by supporting growth with meaningful reporting that provides insight and drives the company’s strategy and forward decisions.
- Capital Allocation Strategy
- Financial & Balance Sheet Management
- Finance Value-Added Assessment
- CFO Traction Coaching & Advisory
- Financing Structure
- Refinancings
Performance and Value Creation
Helping owners see their business throughthe eyes of an investor.
Operations can consume your focus, and many owners lose sight of the fact that their investment in their company is their largest asset. At the end of the day, it should generate an appropriate return on invested capital given the many risks in the business. I help owners take a step back and understand what drives value in their business and where performance needs to change, just like an outside investor would.
- Shareholder Personal Balance Sheet Development
- Valuation Methodology
- Value Creation Framework
- Management Incentive Plans & Structure
- Restructuring & Profit Improvement
- Board-on-Call CEO Advisory
Family Business
Implementing governance frameworks that support growth and preserve legacy.Families in business together can be a significant advantage but can also be a challenge without proper governance and family policies. I help implement governance frameworks that preserve family relationships and allow the businesses to thrive in the long term to continue the family business legacy.
- Family Business Governance
- Complex Family Transition Structuring
- Board Assessment & Development
- Family Compensation Policies
- Redemption & Distribution Policies
- Shareholder Agreements
- Family Office Services
Let’s Talk
If you’re starting to think about what’s next for your business, I’m here to help. Fill out the form below, and I will be in touch.
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