Business Consulting • Hands-on help for owners and operators

Practical advice that moves your business forward

I work directly with small business owners, investors, and operators to fix what matters: clean systems, clearer decisions, more leverage, and faster execution. No fluff—just work that sticks.

Your first 30‑minute conversation is free for all engagements. We’ll decide next steps together afterward.

Where I can help your business

Executives hire me to create leverage: clearer systems, better handoffs, and faster outcomes with fewer cycles. We design simple, measurable changes that compound — so the business runs more on process than people.

Executive leverage through systems and delegation

Turn your role into a repeatable operating system so more work happens without you.

  • Delegation map with clear owners and “done when…” bars
  • Weekly decision cadence and exec brief that reduces back‑and‑forth
  • Scorecards and SLAs so quality holds as volume grows

Build the operating system of the business

Simple processes, tight handoffs, and the few metrics that matter.

  • Core SOPs for sales, service, finance, and hiring
  • "Single source of truth" docs and versioned templates
  • Owner’s dashboard: 6–8 numbers that show health at a glance

Design global teams that scale and lower cost

Build nearshore/offshore lanes that work with your onshore team — not against it.

  • Follow‑the‑sun coverage with clean handoff windows
  • Standard playbooks, QA loops, and cross‑training
  • Role design and recruiting that unlock cost leverage

Capital and M&A conversations for owner‑operators

I bring practical M&A and private equity experience. I am not a banker or broker‑dealer — expect straight talk, not a pitch.

  • Debt capacity ranges, covenants, and lender expectations
  • Equity options and what markets are rewarding right now
  • Buyer types, process rhythm, and integration realities

Ongoing capital/M&A advisory cadence

Monthly or quarterly consultations for market overviews, debt/equity questions, and long‑range planning for a potential sale years out. I’m not a banker or broker‑dealer — this is operator‑first advice, prep, and clarity so you can make better decisions.

  • Regular market pulse: multiples, lender posture, buyer appetite
  • Debt capacity and covenant shape for your model
  • Equity alternatives and dilution math walk‑throughs
  • 2–3 year “sale‑ready” roadmap without forcing a process

Mini case examples

Real‑world systems and process work, documented in Notion to enable scalable operations and remote hiring.

Notion OS for a services firm

Documented 60+ SOPs across sales, onboarding, scheduling, billing. Built role playbooks and a weekly exec brief.

  • Ramp time for new remote hires cut from 6 weeks to ~3
  • Handoffs reduced misses; rework down noticeably
  • Owner spends Fridays on strategy vs. ops firefighting

Global team handoffs in Notion

Created follow‑the‑sun runbooks, QA checklists, and SLAs. Clear “done‑when” bars and escalation rules.

  • Overnight queue consistently cleared by 9am local
  • Cross‑training unlocked PTO coverage without dips
  • Managers coached to manage by metrics, not intuition

Owner’s dashboard + SOP library

Built a simple metrics dashboard and linked SOPs/templates in Notion as the single source of truth.

  • Weekly exec cadence shortened to 30 minutes
  • New manager onboarding time cut in half
  • “How do we do X?” moved from Slack to searchable docs

What I don’t do (quick FAQ)

  • I’m not a banker or broker‑dealer. I don’t solicit securities or run sell‑side processes.
  • I don’t provide legal, tax, or audit opinions. I’ll work with your counsel/CPA to make the work stick.
  • I don’t replace your team. I design systems your team can run — and help you hire where needed.
  • I don’t push one tool. We’ll use Notion if it fits, or whatever your org can maintain.
  • I don’t promise a sale. I help you become “sale‑ready” while you continue to grow on your terms.
  • I don’t run paid media or build ERPs end‑to‑end. I’ll spec and hand to the right specialist when needed.

How we can work together

Phone only

Just talk to me — $400/hour

A focused phone call. No output or content created — pure conversation, decisions, and direction. First 30‑minute intro is free; after that, billed at $400/hour.

Book a free 30‑min introConversation only • No deliverablesFirst 30 min free • Then $400/hr
Hands‑on deliverables

Content + Output — $600/hour

We work together to produce real work product backed by my team's resources — decks, SOPs, OKRs, hiring kits, dashboards, comms, and more. First 30‑minute intro is free; subsequent work at $600/hour.

Book a free 30‑min introRequest scopeIncludes deliverablesFirst 30 min free • Then $600/hr

Your first conversation is a free 30‑minute intro for both models. Afterward, choose talk‑only calls at $400/hour or hands‑on Content + Output at $600/hour. Payments and invoicing are arranged after we speak.

What you can expect

Time back, quickly

Typical clients save 5–10 hours/month personally by month two through cleaner calendar + handoffs.

Higher quality execution

SOPs with clear “done when…” bars keep work at your standard without you babysitting.

Less risk, more clarity

Escalation rules, access checks, and quick metrics reduce surprises and keep everyone aligned.

Note: Our fee covers sourcing, evaluation, training, and handoff. It does not include the monthly salary for your assistant or any employer-of-record / contractor payment fees for international hires. If needed, we can set you up with an agency-of-record option for $100/month.