Advisory Services
Embedded Operations
Find the real constraint and rebuild the systems around it.
I work inside established businesses to find the structural constraint underneath the symptoms, then rebuild the systems that support it.
I work inside established businesses: typically PE-backed companies, founder-led companies scaling past their original model, or businesses navigating a recap, acquisition, or leadership change. The engagement is hands-on: I embed alongside the CFO or COO to find the structural constraint underneath the symptoms, then rebuild the systems around it.
Advisory engagements are not consulting. There is no slide deck handoff. I operate inside the business for 90 days, restructure what needs restructuring, and leave it cleaner than I found it.
Diagnostic
Two weeks embedded. I map the reporting structure, systems architecture, close cycle, and operating cadence. The goal is to find the real constraint, not the symptom the org chart points at.
Corrective Phase
Ninety days alongside leadership. Rebuild fractured reporting, consolidate software sprawl, fix financial visibility, and realign the operating cadence to the company's actual scale.
Ongoing Cadence
A lighter monthly rhythm to stabilize the gains, monitor the constraint, and hand the business back clean.
- Fractured reporting across entities and systems
- Software sprawl and broken integrations after acquisition
- Financial visibility that lags the business by weeks
- Operating cadence that no longer matches the company's scale
- Handoff points where accountability blurs and performance leaks
By application
Advisory Engagement
A paid engagement where I come inside the business as an embedded operator, find the real constraint, and rebuild the systems around it. A small number per year.
Free to start · $149 Full Report
Structural Audit
A ten-minute self-service diagnostic across six dimensions of the business. Upgrade to the Full Report for per-dimension analysis, industry benchmarks, and a 30/60/90 action plan.
Background
5x NetSuite-Certified
SuiteWorld 2024 Breakout Partner
Oracle · RSM US · BlueCollar Cloud Solutions
University of Michigan