Do. Had. Way.
My services are organized the way the name reads: I do the work, I bring judgment I've earned, and I chart the way forward. Every engagement is scoped to the moment — capital, a transaction, governance, or a steady hand in the chair.
Three parts, one operator.
Do the work. Build the financial foundation required to operate with control.
- Reporting & KPI discipline
- Cash forecasting
- Finance infrastructure
- Margin & unit-economics visibility
Bring experienced judgment to consequential decisions.
- Capital raises
- M&A & transaction readiness
- Board & lender communication
- Turnarounds & restructuring
Create the path from current reality to the desired outcome.
- Strategic planning
- Capital & exit readiness
- Operating roadmaps
- Value-creation priorities
Where the framework meets the work.
Get funding-ready before you raise.
The model, the narrative, and the framework that survive investor scrutiny.
- Financial model & scenario analysis
- Data room & diligence prep
- Investor narrative & metrics
- Cap table & use-of-funds clarity
Executive presence, immediately.
Stabilize operations and board confidence when a CFO departs or growth accelerates.
- Board & investor reporting
- Cash flow & forecasting
- Finance team leadership
- Systems & controls
Enter — or exit — a deal with clarity.
Structure the process, run diligence, and model every scenario before you sign.
- Buy- & sell-side diligence
- Deal structuring & modeling
- Quality-of-earnings support
- Coordinating legal & advisors
Credibility that holds up under pressure.
Institutional-grade discipline and reporting for boards, investors, and regulators.
- Board packages & KPIs
- Regulatory business cases
- Policy & controls framework
- Stakeholder communication
A clear path from first call to durable structure.
Diagnose
Understand your stage, your moment, and the real risk on the horizon.
Scope
Define a focused engagement — no overselling, no unnecessary scope.
Execute
Hands-on work: build the model, the reporting, the readiness.
Leave it stronger
Hand back infrastructure that outlasts the engagement.
Not sure which you need? Start with a conversation.
Most engagements begin with a confidential 30-minute call to scope the right fit.
Start a Confidential Conversation