A Catalyst For High-Stakes Business Challenges and Defining Moments
Whether it’s managing growth or planning your next steps, I partner with you to unlock the financial insight and strategic leadership needed to navigate uncertainty and secure lasting success.
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Owner Advisory Services
Achieving success is one thing; navigating the complexities it brings is another. This service focuses on working with business owners during pivotal moments to unlock value, scale their organizations to support growth, and seize opportunities—all while aligning decisions with your goals and vision.
Unlocking the full potential of your business
key areas
- Navigating scaling challenges
- Preparing for shareholder liquidity events or exits
- Ensuring decisions align with business and personal goals
Interim CFO for Critical Moments
If your business faces a high-stakes challenge and a gap in the CFO position, I can step in to stabilize your organization and guide your leadership team through pivotal transitions. This service strengthens the business and, once the challenge is resolved, I transition out, leaving your business prepared for the future.
Elite financial leadership during defining moments
key areas
- Leading businesses through acquisitions, financings, or restructuring
- Providing strategic guidance during financial uncertainty or rapid growth
- Supporting leadership teams to navigate critical challenges
Conflict Resolution for Executive Teams and Shareholders
Success and growth often surface conflicts that harm relationships, stall progress, create missed opportunities, or escalate into crises. This service specializes in resolving such challenges, aligning stakeholders, and creating agreements that unlock your business’s potential while preserving key relationships.
Resolve tensions. Unlock progress. Rebuild trust.
key areas
- Resolving leadership or shareholder conflicts
- Facilitating succession discussions
- Aligning stakeholders around a shared shareholder vision to unlock progress
Board Member for Resilient Growth
This service brings governance expertise to help fast-growing businesses navigate critical moments and support long-term growth. In addition to experience as a corporate director, former CFO, and Chartered Professional Accountant (CA), I am a candidate for the ICD.D designation (Institute of Corporate Directors, Director), graduating in 2025.
Strategic oversight to seize opportunity and build resilience
key areas
- Strengthening governance frameworks to support growth and resilience
- Providing strategic oversight to align shareholder growth with long-term objectives
- Offering expertise in scaling businesses, capital raises, acquisitions, and shareholder exits
- Contributing financial insights as an audit committee member
