Three backgrounds: infantry officer, business analyst, and financial planner, applied to where small business owners most often get stuck. Real working sessions, not generic advice.
What We Work On
Every session is shaped around what needs the most work right now, but these five areas cover where small businesses get stuck most often.
Hiring (when, who, what role), comp structure (base + bonus + commission), org design, and performance accountability. Benefits strategy: 401(k), Simple IRA, life insurance.
Lead generation, pricing strategy, margin engineering, sales pipeline, retention, and referral systems. Most small businesses underprice and don't know per-job or per-customer profitability. Both are fixable.
Workflow design, SOPs, automation, and practical AI adoption, separating the work your team should own from work a tool can handle better.
Cash flow, expense auditing, profitability by service or customer, plus honest conversations on the bigger financial choices: owner compensation, retirement plan options, tax strategy, so you know exactly what to bring to your CPA and financial advisor.
Time allocation, working on the business vs in it, goal-setting, and the critical calls (new hire? new location? sell?).
Format & Pricing
Coaching is billed hourly. No long-term commitments. Start after an audit or independently, scale up or down as your needs change.
Let's Talk
Book a free 20-minute call. We'll talk through what's on your plate and whether coaching is the right next step.