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Fractional Strategy & Operations Leadership

• Ideal for firms in transition, scaling, or restructuring.

• I step in as a part-time executive or senior advisor to lead cross-functional initiatives.

Sales & Platform Alignment

• Align producers, workflows, systems, and data infrastructure for high-growth performance.

Project Rescue / Kill Consulting

• Project sponsors unsure if the current path is still viable

• Unbiased insight before throwing more resources at a problem; rapid triage and next steps assessment

M&A Integration Consulting

• Proven frameworks for technology and business process integration pre/post-acquisition