Growing and running an independent agency can be a tough business. And if you're doing less than $25M in annual revenue, hiring the full-time financial talent you need to stand with you in guiding your business doesn't make sense. You need someone who's already done the job, in your industry, who can step in at the level your business requires.
Most clients start with the Financial Assessment. From there, the work usually moves into Strategic Financial Advisory, the ongoing engagement where the real value compounds. Strategic Planning and the Exit Readiness Program are available whenever the business calls for them, whether that's this year or several years out.
This is where every engagement starts. I look at your current financial infrastructure and identify the gap between what you have and what the business needs. I work alongside your existing financial and accounting team rather than replacing them.
A live operating dashboard and a prioritized action plan. Not a report that gets filed and forgotten. A working view of the business you can actually use, built in the first 30 days.
Any owner who isn't sure their numbers accurately reflect what's happening in the business or doesn't feel they have the most comprehensive information to make the best decisions. This is the right starting point regardless of where you are in your relationship with the financials.
This is the core of the work and where most clients spend their time with me. Once the Financial Assessment is complete, we shift from getting the systems right to using them to run the company. Monthly dashboard reviews, compensation and hiring decisions backed by real numbers, margin management, and budget accountability by department.
This is where the value compounds. The longer we work together, the more the financial infrastructure becomes a tool your team uses to make decisions, not something you have to interpret on your own.
We'll use the systems we built to run and improve the business and work toward your specific goals. Clients in ongoing advisory are substantially more successful in meeting or exceeding their targets than those that go it alone.
Owners of independent agencies and creative firms who want a highly experienced and specialized financial partner to stand with them as they build what's next. Most clients move here directly after the Financial Assessment.
A dedicated session focused on the next one to five years. Where is the business going? What does the financial infrastructure need to support that? How do we build enterprise value? This steps back from the day-to-day and focuses entirely on the forward view.
A forward-looking plan covering growth targets, enterprise value, and what has to happen operationally to support both.
Current Strategic Financial Advisory clients, as a high-value annual or semi-annual touchpoint. Also available for former clients or founders who aren't ready for a full retainer but want structured, forward-looking planning.
A structured program for founders with a defined horizon — a sale, a succession, or a transition to largely passive ownership. This goes deeper than the retainer, with a specific end state in mind: a business with clean financials, an operating model that doesn't depend on you personally, and a financial narrative that holds up under scrutiny.
Founders who do this work before they're in a transaction are in a meaningfully different position than founders who bring in an advisor after a buyer has already shown interest.
A transferable operating model, clean and compelling financials, and a financial narrative built to hold up under buyer or successor scrutiny.
Founders with a specific exit or succession horizon who want to walk into that process from a position of strength instead of starting the work after a buyer is already at the table.
Most business brokers and generalist M&A advisors don't fully understand how this industry works. I bring both sides: deep fluency in agencies and creative services, plus a CPA background that means I dig into the financials in a way most advisors in this space don't.
A look at how creative and technology firms have used the Financial Assessment and ongoing advisory to build better businesses.
You don't need to know exactly which service is right for you. We'll talk through where the business is today and figure it out together.
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