M&A · AI · Strategic Finance · Performance Improvement

High-stakes decisions are rarely solved in one conversation.

This monthly retainer is an ongoing advisory partnership for executives, founders, CFOs, and investors who want a trusted sparring partner as they navigate M&A, AI initiatives, strategic finance decisions, and performance improvement.

With one focused 45-minute private session each week, we work through real, current challenges—deal strategy, valuation questions, AI use cases, capital allocation, board preparation, and complex trade-offs. No theory. No hype. Just clear thinking and better decisions.

Continuity matters. Weekly sessions allow us to track decisions over time, adjust early, and reduce risk before it becomes expensive.

This retainer is ideal if you value practical insight, disciplined thinking, and an experienced outside perspective—without hiring another executive.

Once you book the monthly retainer, I’ll reach out to you to set up the sessions.

M&A · AI · Strategic Finance · Performance Improvement

This 45-minute private session is a focused, no-nonsense advisory conversation for executives, founders, CFOs, and investors facing complex decisions.

You bring a real, current challenge—an acquisition, an AI initiative, a capital allocation question, a board discussion, or a strategic crossroads. We use the time to pressure-test assumptions, surface blind spots, and clarify the smartest path forward.

This is not coaching for motivation or general advice.
It’s practical, experience-based sparring grounded in 30+ M&A transactions, hands-on CFO leadership, and real-world AI and performance transformation work.

You’ll leave the session with clearer thinking, sharper framing of the issue, and concrete next steps you can act on immediately.

Ideal if you need a trusted outside perspective to think through a high-stakes decision—without committing to an ongoing engagement.

Once you book the session, I’ll reach out to you to set it up.