I help small and medium businesses get capital-ready and plan for growth.

Services

Practical, numbers-first advising for owners who want to grow, get funded, and keep more of what they earn.

Before you can grow strategically, you need to see clearly. I help businesses map their market and competitive landscape, analyze the value chain from end to end, and identify the highest-value opportunities for growth, whether that means entering an adjacent market, launching a new revenue stream, or building the right strategic partnerships. The work draws on deep experience in technology and market assessment across multiple industries, and ends with a concrete roadmap, not just a diagnosis.
Growth isn't only about selling more. I analyze a business's numbers to pinpoint where it's losing money and where it's leaving money on the table, then build a concrete plan to improve margins, tighten cash flow, and drive profitability. Often the biggest gains are already sitting inside the business, waiting to be found.
Good business planning starts with the financials. I develop the cash flow projections, pro formas, and funding analysis that show a business can cover its costs, service its debt, and grow, then build the written plan around them. It's the difference between a plan that holds up under a lender's scrutiny and one that gets declined.
Most businesses aren't funded by a single loan. I help owners build the full capital stack through SBA loans, equity injection, grants, and crowdfunding, then help prepare funder-ready packages and compelling pitch decks. From back of the envelope to funded, I stay in your corner through the entire process.