Strategic clarity and rigorous execution for growth-stage companies navigating operational complexity.
The Proposition
For mid-market companies that have outgrown the systems that got them here — I provide the strategic clarity and rigorous execution to stabilize the present and build what comes next.
Excellence · Purpose · Legacy
The Dual Competency
Most corporate executives cannot operate leanly. Most entrepreneurs cannot scale processes. I have proven I can do both — simultaneously.
I move between engineering and the boardroom without losing the thread. I close executives on behalf of the people doing the work — and make the people doing the work understand why the executives are right. That gap is where most expensive decisions go wrong. I close it. 25 years doing exactly this at Wells Fargo's scale — including a $1B Board-authorized program and a Zoom deployment to 200,000 users with zero security breaches.
$1B Program · 7,500 Sites · Board-Level DeliveryI build the roadmaps, financial models, and decision frameworks that give founders a defensible process — so you are not trusting your gut on a $500K call. I also kill initiatives when the numbers stop working. That is not a liability. It is the thing clients most need and least want to hear. The Dream Drop Lights exit in 2019 was exactly this: I read the unit economics and left on my terms.
$24M Annual Savings · Top 10% Amazon Exit · Dream KillerWhat I Do
01
Sorting through competing initiatives, product lines, and investments to identify the path to profitability and sustainable growth. Clarity over complexity.
02
Building the operational frameworks — financial models, risk management, vendor strategy — that allow 10× growth without operational breakdown.
03
Turning good revenue into great margins through disciplined cost structure analysis and pricing strategy that founders often overlook at speed.
04
Rapid operational stabilization, post-acquisition integration, and regulatory scaling. Built for organizations that cannot afford to wait for normal timelines.
Ideal Client Profile
I work with founders and operators who have earned their growth — and now face the operational complexity that comes with it. You've built something real. The challenge is building the scaffolding around it before it outgrows you.
I'm not a rescue operation. I'm a Maximizer — I partner with strong organizations that want to become superb. If you're looking for someone to fix what should have been caught two years ago, I'm probably not your person.
Target: $10M–$100M revenue companies at scaling inflection points.
The Ethos
"Control without force. Trust without naivety. Build without bureaucracy."Fide Operating Principle
Maximizer
Strong into superb. Not interested in "good enough" — ever.
Long Horizon
10+ year thinking. Legacy, not quarterly optics.
Relationship First
Trust and story matter as much as the spreadsheet.
Operational Rigor
Enterprise discipline meets entrepreneurial speed.
Discretion
Intentional about what I build and who I build it with.
Engagement Models
Entry Point
A focused 90-day deep-dive into your operations, financials, and market position. I identify scaling cliffs, quick wins, and a clear 90-day roadmap before we commit to anything longer.
Project-based · Fixed scope
Ongoing Partnership
Quarterly board sessions + monthly check-ins + async support. 10–15 hours per month of focused strategic and operational guidance — without the overhead of a full executive hire.
$5K–$10K / month
Aligned Incentives
For select companies where I believe deeply in the outcome. A deep operational partnership with a modest equity stake — structured for founder control and long-term value creation.
After 90-day paid engagement
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Contact
I take on a limited number of engagements per year. The first conversation is free. If it's a fit, we'll define next steps. If it's not, I'll tell you — and probably point you toward someone who is.
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