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
+370 bps gross margin and +25% EBITDA over two years. Monthly close reduced from twenty-eight days to five.
PE-backed multi-unit operator · Roughly $550M 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 roughly 250 to more than 950 locations during the engagement
ASC 606 recognition engine delivered in under a quarter using AI. Unit-tested across all subscription strata. 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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