You don't need another consultant, You need someone who's done it
As a CEO I've led four turnarounds, rebuilt three sales forces, and guided two companies to exits totaling over $300 million. I work with a select number of CEOs and PE-backed companies who are serious about growth, profitability, and building something that lasts.
Who I Work With-
I work with a limited number of engagements at a time. Here's who I'm built to serve.
Private Equity & VC Portfolio Companies
Your portfolio company needs real operating leadership- not a strategy deck. You need someone who has sat in the CEO chair, knows how to build a team, can quickly understand the financials, determine what immediately needs to be addressed, and can move quickly. I operate as a fractional CEO or Executive Operating Partner, embedded in your company for the duration of the engagement.
Fractional CEO Operating Partner Turnaround Exit Prep Revenue Growth
CEO's & Founders Scaling to Exit
You're running a company doing $5M-$100M in revenue. Growth has stalled, margins are shrinking, or you're not sure if you're building something someone will want to buy. I've been exactly where you are - and I've guided companies out the other side to nine figure exits.
CEO Coaching Growth Strategy Sales Force Rebuild Profitability Exit Strategy
Results is all that matters at the end of the day
300M+
Combined value of companies sold under my leadership as CEO- one B2C, one B2B
280%
Revenue Increase at two companies led within three years. One in a commoditized business during the great recession.
800+
Employees led in my last CEO position
15%
Above Industry profitability not just in good times but through downturns as well
4
Successful company turnarounds led across four different industries
How Can we Work Together
Engagement Offers
Every engagement is tailored to the company's stage and goals. Below are the primary structures I use. All begin with a no-cost discovery call
Tier 1 - PE & VC Firms
​
Fractional CEO/ Operating Partner
Monthly fee 6 to 18 months minimum engagement
​
-Embedded operational leadership for PE portfolio companies
-Full P&L accountability and strategic direction
-Team assessment, management rebuild, and culture change
-Revenue growth strategy and sales force development
-Exit preparation and value creation roadmap
-Direct board reporting and investor communication
-Cost reduction in all areas of the business through efficiencies and vendor management
​
​​​
Tier 2 - CEOs and Founders - Most Popular
​
Executive CEO Advisory (1:1)
Monthly fee 3 month minimum commitment
​
-4 intensive sessions per month after initial assessment meeting
-Growth Strategy, execution planning, accountability
-Sales force assessment and rebuild framework - new sales tools included
-Cost structure analysis and margin improvement
Hiring, Culture, and leadership team development
-Direct access via phone/text/email between sessions
​
​
One Time High Intensity
​
​VIP Strategy Day
Two Day Half days in person or virtual
-Half Business audit, half strategy
-90 day execution roadmap
30 day FU call included
Ideal entry point before committing to monthly advisory
​
​
--The Process
What Working Together Looks Like
Every engagement starts with understanding your business before recommending anything
Discovery Call
30 minute conversation - no pitch, I want to understand your business, your goals, and what barriers are you having difficulties with. No cost, no obligation.
Strategy & Roadmap
Together we build a 90 day plan you believe in with clear priorities, measurable targets, and accountability built in for each stakeholder with clearly defined expectations. No fluff - just execution.
Business Audit & Assessment
I review your financials, team structure, sales data, and operational setup. I come back with a candid assessment- sometimes not what you want to hear but what you need to hear.
Execute & Achieve
I'm in the trenches with you- not just advising from the sidelines. WE move fast, measure everything and adjust as we go. I obsess with you.
What Clients Have to Say - In Their Own Words
“Working with Steve has been a game changer for me. His guidance and support have propelled my business and my effectiveness as a CEO to new heights. Steve mentored and helped me become the CEO I am today!”
- Eesha Sheikh
Founder & CEO at Sypion & Playpal, Inc| Forbes Top 53 Women-Led Startups Disrupting Healthtech| TEDx Speaker | Top 50 Tech Visionaries| Forbes Next 1000
“What separates Steve from every other consultant I've met is that he's actually done it. He's sat in the CEO seat, made payroll, rebuilt teams, and sold companies. That experience is priceless." .”
- Sam Sacre
Producer and host of The Bucket List Podcast |Producer and host The Liverpool Reaction: An American LFC Podcast
Steve provided me with invaluable insights that allowed me to navigate the complexities of entrepreneurship with confidence and clarity. His experience is real- he's been where your trying to go.”
-Raymond Lopez