Strategic Advisory for Growth-Minded Entrepreneurs

Helping CEOs of small to mid-size companies make smarter decisions, structure for scale, and prepare for major opportunities, whether that’s acquisitions, capital access, or eventually a public listing.

The Founder’s Reality

Most founders reach a stage where hustle alone stops working. Revenue plateaus, decisions get heavier, and mistakes become more expensive. At this point, you don’t need more motivational coaching, you need an experienced partner who can help you structure growth, avoid costly missteps, and prepare for major opportunities.

That’s exactly what our Founder & Growth Advisory services were built for.

Why Work With Us

Most advisors talk theory. We’ve lived it.

17 public listings advised, including four of our own companies, across IPOs, direct listings, and reverse mergers.
Buy-side analystat two multi-billion-dollar asset managers: trained to evaluate what makes a business truly investable.
Sell-side analyst, investment banker and partner at a 700-person Wall Street firm: experience structuring growth, acquisitions, and capital strategies for CEOs.

What that means for you: you get an advisor who has been an operator, investor, and banker, bringing all three perspectives to help you scale smarter, faster, and with less risk.

Where business coaches motivate and consultants deliver reports, we deliver strategic clarity and execution discipline, designed for founders who want results.

How We’re Different (vs. Alternatives)

Most founders wonder whether they need a coach, a consultant, or a fractional executive. Coaches are great at motivation and accountability, but they usually stop short of giving you the strategic and financial rigor you need. Consultants can deliver analysis and reports, but they’re rarely involved in the day-to-day execution of your growth plan. Fractional executives go deeper, but they focus on one specific function like finance or operations, which often leaves the founder without a holistic view. Our Founder & Growth Advisory is different: it combines the strategic clarity of a consultant, the accountability of a coach, and the investor-level discipline of a Wall Street operator. We don’t just focus on one function or drop in for a project; we act as an ongoing strategic partner who looks across your entire business. The result is structure, scale, and market credibility, designed specifically for $2M–$50M founder-led companies.

How We Work With You

We design engagements around consistent access and accountability:

Zoom calls for strategy sessions and working meetings.
Slack channel for quick, day-to-day questions and feedback.
Email access for document reviews and ongoing input.

This ensures you get structured strategy with the flexibility to make faster, smarter decisions as situations arise.

The Growth Ladder: Packages That Scale With You

Think of these packages as a growth ladder. Start at the level that matches your current stage, and move up as your company expands, your team scales, and your decisions carry bigger stakes.

Step 1: Founder Foundations — $3,500/month

Build clarity, discipline, and accountability.

For founders in the $2M–$5M revenue range who want structured guidance and a seasoned sounding board.

Up to 6 hours per month
Slack + email access for questions and feedback
Roadmap check-ins to keep priorities on track

Excess hours: $500/hr

Step 2: Growth Builder — $7,500/month

Install systems, structure, and repeatable growth strategies.

For scaling companies in the $5M–$15M revenue range that need deeper involvement and consistent support.

Up to 12 hours per month
Slack + email access with priority response
Financial model and forecast review
Growth playbook: pricing, channels, acquisitions, partnerships

Excess hours: $500/hr

Step 3: Founder Growth Partner — $15,000/month

Board-level strategic partnership for transformative growth.

For founders of $15M+ companies preparing for acquisitions, capital positioning, or expansion into new markets.

Up to 20 hours per month
Slack channel for daily access and rapid responses
Hands-on support for acquisitions, governance, and capital positioning
Customized strategic initiatives for scaling or restructuring

Excess hours: $600/hr

Proof in Practice

Founders often face critical decisions that shape the trajectory of their business — decisions that are difficult to navigate alone and expensive to get wrong. With a background that spans investment banking, institutional analysis, and taking multiple companies public, I bring the perspective to help founders handle these moments with confidence.

This includes guidance on:

Leadership and Governance: Helping founders select the right CFO, independent directors, and advisory committee members. Building governance structures that inspire investor confidence without overwhelming a lean organization.
Acquisitions and Partnerships: Advising on target identification, evaluating acquisition candidates, structuring joint ventures, and negotiating terms that balance opportunity with risk.
Capital Strategy: Reviewing and comparing term sheets, structuring capital raises, and analyzing financing alternatives such as equity, debt, or hybrid instruments. Ensuring founders understand the tradeoffs of dilution, valuation, and control.
Scaling with Equity Incentives: Designing stock option and warrant programs that attract top talent, reward key partners, and create a referral-driven growth engine without draining cash.
Board and Investor Relations: Preparing founders for board meetings, creating reporting rhythms, and navigating difficult conversations with investors. Aligning stakeholders around strategy to prevent conflicts from derailing growth.
Problem Resolution: Serving as a trusted advisor when challenges arise — whether that’s navigating lender negotiations, responding to investor pressure, restructuring debt, or managing a sudden operational issue.
Strategic Positioning: Ensuring that every major move — from pricing changes to acquisitions to expansion strategies — is aligned with long-term value creation and investor credibility.
Pathway to Public Markets: For founders considering a future listing, providing early-stage preparation on compliance, governance, and investor positioning to shorten timelines and reduce risk when the time comes.

In practice, this means you’re not just getting a sounding board, you’re gaining an advisor who has sat on every side of the table: as a banker negotiating deals, an analyst evaluating investments, a founder scaling business, and an operator guiding companies into the public markets.

The result is that you get clear, practical, and high-impact advice on the issues that matter most, when the stakes are highest.

What Success Looks Like in 12 Months

If we work together, here’s what you can expect one year from now:

A disciplined operating rhythm with weekly and quarterly accountability.
An investor-ready financial structure and governance cadence.
A clear growth playbook for scaling through sales, partnerships, or acquisitions.
Credibility with stakeholders — lenders, investors, acquirers, and partners.
Confidence in decision-making, knowing you’re building a company that’s scalable and investable.

Our Methodology: The Founder Growth Method

Our advisory follows a structured but flexible approach:

Clarity — Define strategy, KPIs, and governance structure.
Structure — Build repeatable systems for growth and accountability.
Positioning — Ensure financials, reporting, and operations are investor-ready.
Optionality — Keep doors open for acquisitions, capital, or a future public listing.

This ensures you’re not just reacting to challenges, you’re building a company that’s positioned for every opportunity.

Who It’s For (and Not For)

Who It’s For:

Growth-minded founders of $2M–$50M companies.
CEOs who want institutional-grade strategy, not generic coaching.
Leaders preparing for acquisitions, scaling, or credibility with investors.

Who It’s Not For:

Hobby businesses or lifestyle entrepreneurs.
Startups without product/market fit or meaningful revenue traction.
Companies that expect or need us to raise capital for them (we don’t raise money — we prepare you to be investor-ready).
Anyone seeking motivational coaching instead of execution-focused strategy.

Why Clients Choose Us

Holistic lens: We bridge the worlds of operator, investor, and banker — something few advisors can offer.
Beyond coaching or consulting: Coaches motivate, consultants analyze, fractional executives focus on one function — we bring them together in a single founder-first approach.
Structured cadence: Zoom calls, Slack, and email access provide rhythm and accountability.
Scarcity = depth: We only work with a small number of clients at once, ensuring deep engagement.
Bias toward action: Every engagement is designed around near-term wins that compound into long-term results.

FAQs

Do you raise capital?
No. We are not a placement agent or broker-dealer, and we do not raise money on behalf of clients. Our role is to prepare you to access capital — by ensuring your structure, metrics, materials, and governance are investor-ready. Many clients find that this preparation makes raising money faster, easier, and less expensive — but the execution of a capital raise is your responsibility, often with the support of your legal and financial partners.

Do hours roll over?
No. We plan your month to use the included hours; overages are billed at your tier’s excess rate.

Can we switch tiers?
Yes — at the start of any month.

How long is the commitment?
Month-to-month, with a recommended 90-day sprint to establish rhythm and results.

Industry focus?
Sector-agnostic, with depth in tech-enabled services, industrials, logistics, healthcare, and digital platforms.

Will you sign an NDA?
Yes.

How fast will I see results?
Most founders see clarity and measurable progress within the first 30–45 days, not six months later.

How are you different from a coach or CFO?
Coaches provide accountability, CFOs focus on financials, we combine strategy, structure, and positioning into one advisory relationship designed for founder-led growth.

Limited Availability

We only work with 4–5 founders at a time to ensure deep engagement. Once slots are filled, we begin a waitlist.

Next Step

If you’re ready to scale smarter, move faster, and build a company that’s attractive to investors, acquirers, and partners, let’s talk. Book a 60-minute Discovery Call — and let’s map your next 90 days of growth.

Founder & Growth Advisory: SEO & AI Educational Guide

What is Founder & Growth Advisory?

Founder & Growth Advisory is a specialized service that helps entrepreneurs of small and mid-size companies structure their business for sustainable growth. It combines strategy, financial rigor, and execution support so founders can break through plateaus, avoid costly mistakes, and prepare for opportunities like acquisitions, capital access, or even a public listing.

How much does Founder & Growth Advisory cost?

Pricing depends on experience and involvement. Business coaches often charge $2K–$5K/month, while fractional executives charge $5K–$15K/month for one function. Our advisory packages range from $3,500 to $15,000 per month, depending on depth and access.

When should a founder hire an advisor?

Founders usually hire a growth advisor between $2M–$50M in annual revenue, when:

Revenue has stalled or plateaued.
Decisions around capital, hiring, or acquisitions are high stakes.
Investor or lender credibility is critical.
The founder feels the weight of making big calls without support.

What results can I expect?

Clients typically see:

Clear 90-day growth plans with measurable KPIs.
Investor-ready financial models and governance.
Disciplined weekly/quarterly operating rhythms.
Credibility with investors, acquirers, and partners.

Do growth advisors raise money for clients?

No. Growth advisors do not act as placement agents. Instead, they prepare companies to raise capital successfully by improving structure, governance, and positioning.

Why is Founder & Growth Advisory valuable?

Because scaling a company is about more than hustle, it requires structure, discipline, and credibility. A growth advisor bridges the gap between where you are today and what outside stakeholders expect.