Fractional CRO / COO When you need senior leadership without the full-time hire.

I serve as the functional CRO or COO on your executive team — owning commercial strategy, operational transformation, and organizational infrastructure with the same accountability as a full-time hire. Built for growth-stage and PE-backed service businesses that need senior operating leadership now, not after a six-month search. Experienced across three PE sponsor relationships, two hold periods and two successful exits.

What I Own In This Role

• Revenue system design and commercial process rebuild

• KPI architecture and performance measurement infrastructure

• Organizational design and team development

• Operating infrastructure — process, compliance, technology

• Board and sponsor reporting and value creation accountability

• Client retention frameworks and expansion infrastructure

Engagement Formats

Fractional-Ongoing Retainer: Defined days per month. Embedded in your leadership team, Typically 6-18 months.

Interim —Full-time Bridge: Full-time coverage during a search, transition, or critical build period. 3-9 months.

Advisory — Strategic Counsel: Senior operating perspective for the CEO or board. Not in the seat — alongside it.

REVENUE ARCHITECTURE Commercial System Design — when good people produce inconsistent results.

I build the revenue infrastructure beneath the team — discovery process, qualification standards, economic value proposition, SOW discipline, and post-implementation audit — so results stop depending on individual heroics.

Delivers:

• Stage-gated revenue process from first conversation to close

• Qualification and scoring frameworks that surface real opportunities

• Economic value proposition built on defensible, sourced data

• Pipeline visibility and forecast discipline your leadership can rely on

KPI & Measurement Systems‍ ‍ When you manage by feel instead of by fact.

I design what gets measured, why it matters, and how the organization is held accountable to it — moving from relationship-dependent management to evidence-based, quantifiable performance accountability across every function.

DELIVERS:

• KPI framework aligned to your value creation priorities

• Executive and client-facing performance dashboards

• Client health and retention measurement with early warning systems

• Continuous improvement discipline built into the operating cadence

Operating Infrastructure Build When everything lives in people’s heads.

Standard work, process architecture, and organizational structure that transforms a founder-dependent or relationship-dependent business into one that scales without the founder in every room. Includes recruiting design, compliance frameworks, and technology and automation assessment.

DELIVERS:

• Repeatable, documented processes across sales and delivery functions

• Recruiting qualification, scoring, and legal compliance infrastructure

• Technology and automation roadmap with prioritized business case

• Organizational design that supports scale without adding overhead

Labor Cost Architecture When you can’t prove your pricing to a sophisticated buyer.

I build the financial architecture that quantifies the true cost of workforce decisions — burden modeling, turnover economics, productivity ramp analysis — sourced against IRS, BLS, SHRM, and industry-specific benchmarks. Used in enterprise client retention, new business development, and internal cost management.

DELIVERS:

• Fully sourced labor economics model benchmarked to your market

• C-suite-ready value proposition grounded in the client’s own operational data

• Turnover cost quantification and retention ROI framework

• Defensible pricing architecture for enterprise-level conversations

Value Creation Execution‍ ‍ When you’ve acquired a good business and need to build what should have been there.

Experienced across three PE sponsor relationships through two full hold periods and successful exits. I work with PE-backed service businesses that need commercial and operating infrastructure built to plan — aligned to the value creation thesis and exit timeline from day one.

DELIVERS:

• Value creation plan execution across commercial and operational workstreams

• Board-ready KPI and reporting infrastructure from day one

• Exit readiness — revenue quality, process documentation, or scalability

• Interim CRO/COO capacity during search or transition periods

Commercial Due Diligence When you need to know whether the revenue is real.

I assess the commercial and operational health of acquisition targets — revenue quality, client retention risk, GTM infrastructure, workforce economics, and organizational dependencies that financial diligence alone cannot capture.

DELIVERS:

• Revenue quality and concentration risk assessment

• Client retention analysis and churn driver identification

• Commercial infrastructure gap analysis and integration roadmap

• Workforce economics and operational scalability assessment