Frequently Asked Questions

  • A consultant gives you a report. I stay and build the "factory." I am a hands-on operator who implements the systems, processes, and technology that let you scale. This isn't just advice; it's configuring the CRM, building the "Company Playbook" , documenting your processe, installing the leadership meeting cadence, and training your team to run it.

  • Consultants diagnose and recommend. I implement and operate. Most consultants deliver a plan and leave. I join your leadership team on a part-time basis to execute that plan. You don't get a binder on a shelf; you get functioning infrastructure, a trained team, and systems you own forever.

  • My services are built for businesses (typically $5M-$50M in revenue, 20-150 employees) that are past the startup phase but are now feeling the pain of "scaling chaos." The most common sign? The founder/CEO has become the primary bottleneck, things are falling through the cracks, and profit is shrinking even though revenue is growing.

  • You might, eventually. But at this stage, you likely don't need a $400,000+ full-time executive. You need 10-15 hours of C-level strategy to design the system, and a team to run it. A Fractional COO gives you access to that top-tier executive talent to build the machine for a fraction of the cost, while mentoring your existing team to operate it.

  • I am deployed as a Fractional Operating Partner to execute your value creation plan.  

    As a hands-on operator you’d embed me post-acquisition. I drive the 100-Day integration plan and execute on EBITDA-focused initiatives like vendor consolidation, system standardization, and footprint optimization.

  • You are buying a set of "turn-key" assets for your business. The core deliverables could be:

    1. The 1-Page Strategic Plan: A simple, clear document with your 5-10 core KPIs.  

    2. The "Company Playbook": Your entire operational manual (SOPs, Org Charts, Processes) built in a central tool like Notion or Confluence.  

    3. The "Execution Cadence": A fully installed system of leadership meetings (agendas, trackers, and scorecards) that drives accountability.

  • I don't generally work hourly. High-performing operators sell outcomes, not hours. My engagements are structured for results:  

    • Monthly Retainers: This is the most common model, with retainers typically ranging from $5,000 (for high-level strategic advisory) to $15,000+ (for deep, hands-on integration).  

    • Project-Based: A fixed fee for a defined "surgical strike," such as a 90-Day Tech Stack Overhaul or a 100-Day Post-Acquisition Integration.

  • This is a critical boundary.

    • I am not a CFO: A CFO "looks forward" at budgets, capital, and financial risk. I focus on day-to-day execution. I will execute the budget your CFO sets, but I don't manage your financing or accounting.  

    • I roll up my sleeves but ultimately I am not your team's "doer": Your team needs to be able to run after I’m gone. I’ll manage a specific project but will not take over the day-to-day work of your staff.

    • I am not the CEO: I advise on major decisions, but I do not have authority to sign contracts or make hiring/firing decisions. That authority and liability remain with you.

  • My specialty is operational scaling. The problems I solve are universal: "operational chaos," lack of role clarity , "profitless" growth , and broken "tribal knowledge" processes. These issues are identical in healthcare, tech, manufacturing, and professional services. I build the systems that work regardless of industry.

    If there is some industry-specific skill you need that I can’t offer - I’ll be the first to tell you that.

  • You will see tangible progress in the first 30 days. My "First 90-Day Plan" is designed for momentum:

    • Days 1-30: Audit & Listen. I find the real bottlenecks.

    • Days 31-60: Plan & Quick Wins. We fix one or two highly-visible, broken processes to get an immediate win on the board.

    • Days 61-90: Execute & Install Cadence. We roll out the new "Operating System" for the leadership team.

  • I work primarily remotely, which is most efficient. However, I am always on-site for the initial kickoff, key strategic planning workshops, and any major team training sessions.

  • We are a good fit if:

    • You are ready to implement and change, not just explore.

    • You are willing to make hard decisions about priorities.

    • You have (or will assign) an internal "doer" (like an ops manager or chief of staff) who can be my execution partner on the ground.

  • We are likely not a good fit if:

    • You want someone to just attend meetings and "provide guidance" without hands-on work.

    • You want a full-time employee's 40-hour availability for a part-time price.

    • You aren't genuinely ready to change how your business operates.

  • It starts with a 30-minute, no-obligation "Operational Audit" call. We'll discuss your specific challenges, and I'll give you my honest, "no-bullshit" assessment of whether I can help. If I can't, I'll tell you that, too.