How I Help
I provide flexible, senior-level support to founders, leaders, and investors in digital agencies—tailored to where you are now and where you want to go next. Whether you're preparing for investment, planning for a sale, or integrating a recent acquisition, I bring over 25 years of hands-on executive experience to help you make clear, confident progress.
You can work with me on a project basis, as a retained advisor or active board director, in a fractional leadership role, or through one-to-one executive coaching.
Structured Assessments & Decision Tools
Transaction Readiness Audit
A comprehensive assessment of your business’s operational, financial, client, and team readiness for a transaction. You’ll receive a detailed scorecard across six key areas, an analysis of anticipated valuation impact, and a phased roadmap to improve outcomes.
Typical engagement: 3–4 weeks
Ideal for: Founders preparing for investment or sale
Decision-Making Framework
A structured process to help founders assess their personal, financial, and professional readiness for a transaction or exit. Delivered as a standalone service or as a companion to the Readiness Audit.
Typical engagement: 2–3 weeks
Ideal for: Founders exploring a change or preparing for exit
Client Portfolio Due Diligence
A deeper analysis of your client base, including concentration, profitability, segmentation, relationships, advocacy, strategic client development, growth opportunities, and client management team. Comes with a scorecard, growth and risk assessment, and clear recommendations.
Typical engagement: 3–5 weeks
Ideal for: Founders looking to reduce risk and increase enterprise value; Investors assessing portfolio health
Go-to-Market Due Diligence
An objective review of marketing, sales strategy and efficacy, lead generation, and pipeline management and forecasting processes. Focuses on commercial effectiveness and revenue predictability.
Typical engagement: 3–4 weeks
Ideal for: Buyers evaluating an acquisition; Founders aiming to sharpen their commercial strategy
Advisory & Leadership Support
Strategic Advisory
Ongoing strategic partnership tailored to your goals—whether that’s preparing for a transaction, working through integration, or reshaping the business.
Flexible structure: Monthly retainer or milestone-based
Ideal for: Founders, CEOs, or investors seeking hands-on, experienced support
Fractional Leadership
Interim or part-time executive leadership to support a transition, lead change, or build team capability.
Examples: COO, CCO, CRO or Commercial Strategy Lead roles
Ideal for: Businesses in transition or undergoing integration
Board Directorship
Active board participation in founder-led or private equity/growth capital-backed agencies. Combines strategic oversight with practical, operator-level insight.
Ideal for: Investors and founders looking to strengthen governance with real-world experience
Executive & CEO Coaching
One-to-one coaching for founders and senior leaders navigating growth, change, or major decisions. Designed to provide clarity, accountability, and grounded support.
Coaching focus areas include:
Preparing for funding or exit
Evolving your leadership style or role
Managing team dynamics and executive presence
Navigating personal transitions or founder fatigue
Typical engagement: 3–6 months with monthly or bi-weekly sessions
Ideal for: Founders, CEOs, and emerging leaders at pivotal moments
Let’s Talk
Not sure what’s right for your situation? Let’s have a conversation. I’ll ask good questions and help you figure out what kind of support will make the biggest impact.