Fractional Executive Services

WHY I became a Fractional Executive two-decades ago.

Before I tell you why I became a fractional executive, let me first define what a fractional executive actually is. A fractional executive is a seasoned business leader who joins a company on a part-time or contract basis to provide high-level strategic leadership without the full-time cost or commitment of a traditional executive hire. These roles, such as fractional COO, CFO, CMO, or CRO, are particularly valuable for startups, growth-stage companies, and small to mid-sized businesses that need executive expertise but aren’t yet ready to bring someone on full-time.

Rather than working 40 hours a week, a fractional executive typically engages for a set number of days or hours per week or month, depending on the company’s needs. Despite the limited time, they operate at a senior level, driving critical initiatives, setting strategy, leading teams, and solving specific challenges. This might include stabilizing operations, implementing financial discipline, building scalable processes, or leading a turnaround effort.

Fractional executives are often brought in during periods of rapid growth, restructuring, or leadership transition. They offer a unique combination of flexibility and impact—bringing the kind of experience that typically takes decades to acquire, but in a scalable, cost-effective way. For many companies, a fractional executive is the bridge between where they are today and where they want to go, delivering results without long-term overhead.

Now for my personal WHY I became a fractional executive, it’s because I saw a pattern that was too common to ignore: startups and growth-stage companies with great ideas and passionate founders were failing, not because of a lack of effort, but because of a lack of focus, vision, and financial discipline. Over the past two decades, I’ve built a career around fixing broken companies, streamlining operations, rebuilding leadership accountability, and creating clarity where chaos once ruled.

What drives me is helping founders get out of the weeds and back to what they do best, innovating and leading, while I bring the structure, strategy, and operational rigor needed to stabilize and scale. Being a fractional executive allows me to bring this expertise to multiple companies at critical inflection points, creating real impact without the overhead of a full-time hire. I step in, align the team, fix what’s broken, and put the business on a path to sustainable growth, so the company can thrive long after I step out.

I’ve held a wide range of fractional C-suite roles, including Chief Operating Officer, Chief Sales Officer, Chief of Staff, and Chief Executive Officer, and bring deep operational, financial, and strategic expertise to every engagement. As a trusted advisor to private equity and venture capital firms, I’ve led due diligence efforts, conducted in-depth financial analysis, and implemented scalable systems that consistently drive profitability. My sales methodologies are built to increase productivity, efficiency, accountability, and top-line revenue, and I’ve broken sales records at every company I’ve worked with. One constant throughout my career: I reduce customer attrition and deliver measurable, lasting results.

As a Fractional Executive, I address the following areas of a business:

People, Culture & Hot Buttons

At the core of every company are its people. The most successful business owners understand that while they may hire employees to work for them, true leadership means working for those employees, supporting, empowering, and guiding them toward success. It all begins with understanding what truly drives each individual on your team.

That’s why I developed the “Hot Button” system, an actionable framework for uncovering the personal and professional needs of every employee, including leadership and ownership. Through confidential, company-wide surveys, I help uncover the “unknown unknowns”, the critical insights that often go unnoticed but directly impact performance, engagement, and retention. Without this knowledge, true success remains out of reach.

While many companies focus on hiring for “cultural fit,” this can be a double-edged sword. I believe strongly in aligning hires with your organization’s core values. However, hiring people just because they “fit the mold” can lead to a workforce that lacks diversity of thought, what I call a herd of followers, not leaders. Real innovation comes from building a team of individuals who complement your culture, not replicate it.

Financial Evaluation & Understanding

Financial responsibility for a business owner extends far beyond preparing projections for the board or potential investors. True accountability means actively ensuring the financial health and stability of the company, not just reacting to outcomes after the fact.

Too often, business owners focus all their energy on generating revenue, but give far less attention to how that revenue is spent. Yes, you likely have a chart of accounts and review your expenses, but when was the last time you analyzed those expenses as a percentage of revenue? Are you tracking those percentages year over year to ensure consistency and control?

If your financial review only happens at year-end—crossing your fingers and hoping you hit your targets, that’s not a strategy. That’s running your business on “hopeium.”

Real financial leadership means proactively monitoring key metrics in real time, so you can make informed, strategic adjustments before small issues become big problems.

Sales Process with Guarantees

Most of us have heard the old saying, “Even a blind squirrel finds a nut once in a while.” As a business consultant, I’ve had the opportunity to speak to countless groups about sales strategy and operational performance. A few years ago, while addressing a quarterly conference of insurance agents, I opened my presentation with three simple questions:

  1. By a show of hands, how many of you hit your sales goals last year?

  2. How many of you have a sales forecast for this year?

  3. And how many of you know exactly what you need to do daily to reach your sales goals?

Not a single hand went up. I found myself in a room full of blind squirrels, good people, capable professionals, but with no clear direction or plan.

Here’s the truth: Sales is a numbers game. It always has been, and always will be. Whether you're selling a product or a service, the fundamentals of the sales process remain consistent. The details may vary, but the structure doesn't.

What many business owners and sales professionals fail to realize is that success lies in knowing your own numbers. Not just company-wide metrics, but the individualized activity metrics that reflect your unique skill set, conversion rates, and process. Every business has its own benchmarks. Every salesperson has their own ratios.

So let me ask you this: How can a business owner build an accurate financial forecast, or a salesperson hit their quota, if neither knows what actions are required each day to get there?

Success doesn’t come from luck. It comes from clarity, consistency, and daily execution. Otherwise, you’re just another blind squirrel hoping to stumble on a nut.

Management & Ownership

The purpose of a business turnaround, or even a simple tune-up, is to take a hard, objective look at your company. That means digging into every aspect: financials, go-to-market strategy, product or service delivery, and especially, sales performance. My role is not to become a permanent fixture in your business, but to equip you with the knowledge, tools, and systems you need to succeed without me.

One of the core systems I implement is a vertical accounting model, designed to give you real-time visibility into your financial position. This allows you to course-correct before minor issues snowball into major problems. With this level of insight, you're no longer reacting to financial outcomes, you’re proactively managing them.

On the sales front, I establish a daily process built around actionable, measurable tasks. This ensures that revenue goals and financial projections aren't just theoretical, they’re achievable. It brings clarity to your team, builds confidence across the organization, and removes the guesswork and pressure from both owners and employees.

And then there’s your culture. One of the first things I do during any engagement is ask your team: “If you were CEO tomorrow, what’s the first thing you would change?” The answers are almost always revealing, and often surprising. For owners, it’s one of the most valuable insights they’ll ever receive.

So let me ask: Are you ready to hear what your team really thinks?

Fractional Executive Services

  • 6-Month Contract

  • Fractional CEO, COO, CSO (Strategy), CSO (Sales), & CRO.

  • Identify inefficiencies and streamline operations for better performance.

  • Implement proven sales strategies that define daily tasks to guarantee quota attainment.

  • Align leadership and teams with clear, actionable goals.

  • Install Vertical & Horizontal financial reporting systems.

  • Tailored solutions to overcome roadblocks and drive long-term success.

  • Recruiting/sourcing/onboarding Services.

  • Increased revenue, profits, and growth.

À la carte Services

  • Personalized job search coaching and training (LinkedIn, elevator pitch, & learn how to never apply to another job ever)

  • Interview prep (Control the interview, opening/mid/final questions, hot buttons, standing out from others)

  • Ad-Hoc recruiting and sourcing (contingency / commission based)

  • RaaS - Recruiting as a Service

I’m ready to take the guesswork out of my business decisions!