In my experience, the companies that scale fast are not the ones with the best product. They are the ones whose people stay focused on what compounds, and whose systems continue to serve the team rather than the other way around.
I work with founders and multi-unit operators who want a partner who matches their urgency without losing objectivity.
My background is finance and technology. The traditional CFO discipline on the P&L and the capital allocation calls...run with better tools than a typical CFO has. I am more skeptical of AI than enthusiastic about it. It shows up where it has earned its place...not before.
Proof
300–400 bps gross margin and a 20–30% EBITDA improvement over two years. Finance team cut roughly in half while revenue more than doubled.
PE-backed multi-unit operator · $500M+ in system revenue across more than 900 locations
FP&A team built during 4x location growth. Weekly unit-level dashboards. EBITDA consistency held through scale.
National multi-unit franchise · Expanded from a few hundred to roughly a thousand locations during the engagement (about 4x)
ASC 606 recognition engine delivered in under a quarter using AI. Ongoing journal entries automated. Defensible path off cash basis.
Online coaching & subscription business · Multi-product subscription catalog across coaching programs and digital products, multiple payment processors
In the room with founders and operating leadership for the decisions that shape the next stage of growth. Financial and strategic clarity that turns instinct into capital allocation, and ambition into a plan the team can execute against.
Operating infrastructure designed to turn those decisions into outcomes. The data architecture and the tools that let a team move with rigor without burying itself in overhead.
Framework
A four-stage engagement applied across the capability domains that determine how a business scales.
The fastest way to find out if we are a fit is a short conversation. Tell me about the work you are trying to do.
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