Consulting Services

Two tracks for two
different kinds of clients.

Large companies and small businesses face fundamentally different problems. I work differently with each — drawing on different parts of 25 years of experience — rather than applying a single framework to every engagement.

Two Consulting Tracks

Choose the track
that matches your company.

If you're between the two ranges or aren't sure which fits, we'll figure that out in the first conversation. The most important thing isn't the size; it's whether the work I do matches the problems you have.

Track 1

Commercial Excellence Consulting

$100M–$1B revenue · CEO, CCO, CFO, CRO, Division President, PE Operating Partner

Deep commercial work for companies where pricing, incentives, and organization can move the P&L by tens of millions. Built from VP-level experience at Sealed Air, Huhtamaki, Rubicon, WestRock, and GE.

Commercial Diagnostic Pricing & Margin Sales Incentive Plans Commercial Org Design Contract Governance Go-to-Market Commercial Training Analytics & Dashboards
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Track 2

Business Performance Consulting

$2.5M–$75M revenue · Founder, Owner, CEO, GM, Independent Sponsor

Complete business improvement for owner-led companies that have outgrown informal systems. Goes beyond commercial work into operations, systems, financial visibility, and pre-sale preparation.

Full Business Diagnostic Strategy & Positioning Sales & Marketing Pricing & Profit Leakage Operations & Process Compensation Reporting & KPIs Pre-Sale Preparation
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Engagement Formats

Choose how we
work together.

Different problems require different engagements. Most companies start with a Diagnostic Sprint to understand the situation. From there, the work shapes itself: a focused project, an ongoing retainer, or part-time embedded leadership. All of these formats are normal and equally valid — pick the one that matches your actual situation, not the one that sounds most ambitious.

Diagnostic Sprint

Duration: 2–4 weeks · Best as a starting point.

A fast, structured assessment that produces a prioritized roadmap. Reviews pricing, incentives, commercial structure, processes, and reporting (large company) or financials, operations, sales, systems, and people (small business). Output: a ranked opportunity list with sequence, effort, and expected impact. Most engagements begin here so we agree on the actual problem before committing to any larger work.

Project Engagement

Duration: 4–16 weeks · Best when the problem is defined.

Build or redesign a specific system: sales incentive plan, pricing structure, commercial organization, business processes, financial reporting, or pre-sale preparation. Deliverable-based, with clear milestones and defined scope. The most common format after a diagnostic, and the format that produces the case studies you'll see on this site.

Advisory Retainer

Duration: Monthly, ongoing · Best for ongoing senior input.

A senior sounding board for the CEO, owner, CCO, or commercial leader. Monthly calls, on-call input on key decisions, periodic deep-dive reviews. Designed for leaders who don't need full-time consulting work but want consistent senior perspective on commercial, pricing, organizational, and operational decisions as they come up.

Fractional CCO / Senior Advisor

Duration: Part-time, ongoing · Best when you need leadership, not just guidance.

I work as your Chief Commercial Officer on a part-time basis — typically 1–2 days per week — embedded in your team rather than advising from outside. For large companies between commercial leadership transitions, or for PE-backed companies that need senior commercial leadership without a full-time hire. For small businesses, the equivalent is a Fractional Senior Business Advisor — same model, broader scope. Real accountability, real ownership, real execution.

Workshop / Leadership Session

Duration: 1–3 days · Best for alignment and capability.

Focused working sessions with leadership teams, sales managers, or commercial functions. Topics include sales incentive design principles, pricing discipline, commercial strategy alignment, account planning, or sales manager operating cadence. Useful for kicking off a larger initiative or building shared understanding before bigger changes.

Pre-Sale Preparation Program

Duration: 90 days (audit) or 12–24 months (program) · Small business track.

Preparing an owner-led business for sale to maximize valuation. Two formats: a 90-day Sale Readiness Audit for owners going to market soon, and a 12–24 month Value Enhancement Program for owners with longer runway. Includes valuation, EBITDA normalization, dependency reduction, financial cleanup, operational documentation, and buyer-ready packaging. Uniquely credible because I'm an active acquirer of small businesses through Rospex Holdings — I know exactly what serious buyers value.

Diligence & Post-Acquisition Review

Duration: 2–12 weeks · For buyers, sponsors, and investors.

For independent sponsors, search fund operators, small PE-backed companies, or strategic acquirers post-close. Includes pre-acquisition commercial diligence, post-close 100-day plans, quick-win identification, and rapid commercial diagnostic of newly acquired businesses. Particularly useful for buyers who acquired strong businesses but lack commercial leadership capacity to drive value creation.

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Not sure which format fits?

That's normal. The first conversation usually determines that — and the conversation itself is free and confidential.

Schedule a Discovery Call Send a Message