Hands-on, not slideware. We build the dashboards, models, and workflows your team actually uses.
Evergreen pipeline mindset. We design systems that keep opportunities moving—won or not yet won.
Executive-quality reporting. Clear, decision-ready views for leadership and board decks.
Fast lift, compounding value. Quick wins first, then durable process and tooling.
Market & Growth Planning
Size and segment realistic market opportunities
Identify priority channels (wholesale, retail, DTC, export, foodservice, etc.)
Build stepwise growth scenarios (base, growth, bold) with investment ranges and expected impact
Revenue & Sales Operations Support
Clarify how leads, accounts, and opportunities move from interest to cash
Design simple, practical CRM and reporting structures (no over-engineering)
Create dashboards that show pipeline, conversion, and performance by segment, rep, or channel
Owner & Lender-Ready Storytelling With Numbers
Translate complex operations into clear, defensible financial narratives
Build models and visuals that show:
current performance
use of funds
downside risk and upside potential
Support management in conversations with banks, investors, and key partners
I’ve spent my career building forecasting models, performance dashboards, and go-to-market plans for companies ranging from fast-growing SaaS firms to traditional B2B and manufacturing businesses. My work sits at the intersection of strategy, sales, and finance—turning operational realities into clear narratives that owners, executives, and bankers can all align around.
My goal is to make it easy for owners to explain their plan—and easy for bankers to see the logic behind it.