Our Services

Interim & Fractional Leadership

Strategic continuity for organizations navigating leadership transitions or rapid scaling.

Acting as a dedicated CFOCEO, or COO, I provide the expertise and oversight required to stabilize finances and operations during critical growth phases.

  • Role: Serving as interim or fractional leadership embedded as a member of the team.
  • Execution: Delivering immediate financial controls, organizational redesign, and strategic business model changes. 
  • Focus: Driving profit expansion and unlocking margin through disciplined operational improvements. 

Restructuring & Turnaround Advisory

Specialized intervention for distressed assets requiring immediate liquidity management and value recovery.

This mandate focuses on stabilizing P&L performance and managing complex stakeholder negotiations, turnarounds and operational restructures to preserve enterprise value.

  • Mandate: Management of distressed assets including go-forward planning, workouts and turnarounds. 
  • Financial Rigor: Development of 13-week cash flow forecasts, cost-benefit analyses, and 3-statement financial models to maximize enterprise value. 
  • Stakeholder Management: Acting as the primary liaison for legal counsel, management, creditors, and investors to execute restructuring plans. 

Strategic Planning & Start-Up Services

Foundational architecture designed to transition early-stage concepts into scalable, bankable enterprises via creation of technical infrastructure and strategic planning necessary for successful fundraising and market entry.

  • Mandate: Designing the technical and financial architecture for growth.
  • Infrastructure: Custom-built financial models for cash flow forecasting, inventory planning, and budgetting.
  • Strategy: Go-to-market design, production strategy, and business model vetting for omni-channel brands. 
  • Capitalization: Advisory on fundraise strategy, debt/equity structures, and post-deal portfolio growth.