I take the cap off. I find the constraint across your marketing, sales, operations and finance, remove it, and build the systems and AI that let the company scale without depending on any one person, including you.
Find your constraint →Navy nuclear QA · 12 years inside thousands of companies at Munich Re's HSB · PE acquisition and diligence · Author, All Hands on Deck
Hiring a CEO is a gamble. It's a six-figure bet with no skin in the game.
Contractors create chaos. Every agency and advisor has a theory, and none of them reads the whole business.
So the company stays where it's comfortable. And its value stays there too.
A company is a four-sided scale: marketing, sales, operations and finance. When one side outweighs the others, growth stalls or breaks something. I read all four through your own data, find the one constraint holding the system back, remove it, and move to the next, before it breaks something else.
Revenue: the right customers, through the right door, converted and kept.
Margin: AI and systems instead of headcount, and fewer vendors.
Multiple: a company that runs without its owner, with numbers a buyer trusts.
Private equity and family offices with operating companies, buyers and sponsors growing what they've acquired, owners of $5M+ companies ready to step back, and enterprise teams that need to grow without growing headcount.
I grew up watching a bad partner destroy my father's business. We lost the house, and I swore I'd never own a business. The Navy made me a nuclear-trained mechanic, a diver and the boat's Assistant Quality Assurance Officer, the one who inspected the escape trunk at test depth so the boat wouldn't sink. From 2006 to 2018 I was at Munich Re's HSB, inside the operations of thousands of companies: inspecting them, insuring them, and doing diligence on the ones Munich Re backed. Since then I've built and run my own companies, run acquisitions for a private equity firm, and moved most of the work I used to need people for onto AI. In 2020, COVID shut down my businesses, and then I had heart surgery. I focused on my health, and I never stopped working, advising owners the whole way through. I wrote the method down in All Hands on Deck.
It starts with a paid diagnostic of the whole business. If there's real value to unlock, I stay on as an operating partner: a retainer plus a share of the value we create. I take on a limited number of partnerships each year.
The Constraint Moves: What a Coffee Shop Teaches About Scaling
Keynote: CEOs, owners, PE
AI Instead of Headcount
AI, operators, enterprise
Run It Like a Submarine
Leadership, operations
What the Buyer Will See
PE, family office, M&A
Your Backup Plan Is Broken
Risk, operations, insurance
Keynote (30 to 45 min), fireside chat, panel, half-day workshop.
All Hands on Deck (2018)
International bestseller.
The Ultimate Guide to Self-Directed Investing
International bestseller.
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