Who I Help – Companies at Every Stage of Their Journey
Start‑Ups You need to build a robust foundation from day one. I help you select and deploy the right tech stack. We'll integrate your initial systems, set up your accounting and operational processes, and avoid common pitfalls, ensuring you build a tech-forward, scalable business. You'll know what to prioritize, what to ignore, and how to build a foundation that truly scales. Growth‑Focused Scaling a food business is complex, requiring seamless integration of ingredients, packaging, labor, production flow, systems, and margins. I evaluate your end-to-end processes and show you how to grow efficiently. My unique blend of tech and food manufacturing insight ensures you navigate this complexity with precision, turning challenges into opportunities for sustainable expansion. Preparing for Exit or Investment To achieve maximum valuation, preparation – especially regarding your operational and financial systems – is critical. I help you rebuild and normalize financials, backed by transparent and integrated system data. I also remove owner dependencies by documenting SOPs that reflect optimized, tech-enabled processes.
What I did – Built, Scaled, and Sold Companies – Not Just Advised Them
I bring a rare combination of deep food manufacturing industry experience, comprehensive technology expertise, and real-world success in building and selling companies. Here's what sets me apart: Led a full technological transformation of a food manufacturer's infrastructure, including as-is/to-be mapping and implementation of new processes and systems. Co-founded a technology consulting company, growing it to 8-figure revenue with 50+ employees, and achieving Microsoft Gold Partner status. Personally engaged with 80+ potential buyers, secured multiple LOIs, and drove a successful 8-figure exit. I've made the mistakes. I've seen others make them. My job is to make sure you don't.
What I offer – System & Operational Integration
System Integration Drawing from my background in building and exiting a technology consulting company, I rebuild the way your company works – so it works better: Comprehensive as‑is / to‑be process mapping, with a focus on technology integration Month‑end close acceleration through automated processes and data optimization Data flow and reporting optimization, translating operational data into strategic insights Operational Optimization I help you dramatically improve how products are made and sold: Production efficiency improvements, integrating shop floor data with accounting systems Developing precise labor and costing models, informed by technology system capabilities Waste reduction and throughput optimization, driven by process enhancements Fractional CFO Services I provide financial leadership informed by deep experience in technology and food manufacturing: Budgeting, forecasting, and cash‑flow management optimized through integrated systems Advanced margin analysis and profitability modeling, particularly for complex production environments Strategic financial planning, connecting operational technology to long-term growth Exit & Investment Preparation My expertise ensures you are truly buyer-ready: Recasting and normalizing financials, highlighting value drivers for your businesses Removing owner dependencies by documenting SOPs and system processes for clear operational understanding Crafting a compelling buyer/investor narrative that showcases your unique value proposition