What I Actually Do
Four problems. One advisor.
Most business owners hire four different people for capital, systems, tax strategy, and technology.
They pay more, wait longer, and end up with advice that doesn't connect.
I handle all four. And I don't just tell you what to do. I build it with you.
This is for you if:
- You run a business doing $500K–$15M in revenue
- You're in North Texas (or willing to work with someone who is)
- You want systems that actually get built, not 50-page decks
- You're ready to invest $2K–$15K to solve a real problem
This is NOT for you if:
- You want someone to "pick their brain" for free
- You need a yes-man who won't challenge your assumptions
- You're looking for the cheapest option
- You want advice without implementation
Capital Strategy & Expansion
The Problem
You want to expand, refinance, or bring in a partner, but your bank keeps asking for documents you don't have. Your financials are "good enough" for taxes but nowhere near investor-ready. You've been turned down for financing you should have qualified for, or you're leaving equity on the table because you can't articulate your value.
What I Build With You
- Bank-ready financial package: Clean statements, clear narratives, the exact format lenders want
- Capital raising materials: Investor decks and memos that speak their language (I've been on the other side of that table)
- Valuation & succession framework: Know what your business is actually worth, and how to increase it
- Debt strategy: Refinancing, expansion financing, or SBA structures that fit your situation
The Outcome
You walk into bank meetings with confidence. Investors take you seriously. You stop leaving money on the table because your story finally matches your numbers.
Systems for Scaling
The Problem
You're growing, but it feels like chaos. Jobs slip through the cracks. You can't tell which projects are profitable until months later. Your "system" is a combination of spreadsheets, sticky notes, and things you keep in your head. Every new hire makes it worse because nothing is documented.
What I Build With You
- Real-time dashboards: See job status, profitability, and team utilization without digging through spreadsheets
- Job costing that actually works: Know your margins on every project, not just your gut feeling
- Workflow automation: The repetitive stuff happens automatically so your team focuses on real work
- Process documentation: Onboard new hires in days instead of months
The Outcome
Typical results: 15–40% reduction in wasted time. Jobs don't fall through cracks. You can take a week off without everything falling apart. Growth stops feeling like controlled chaos.
Tax-Aware Strategy
The Problem
Your CPA files your returns accurately. That's their job. But they're not proactively surfacing opportunities. You've heard about QSBS exclusions, accelereated depreciation, and entity restructuring, but nobody has explained whether they apply to you. You suspect you're paying more in taxes than you should, but you don't know what you don't know.
What I Build With You
- QSBS qualification analysis: Determine if you can exclude up to $10M in capital gains (yes, really)
- Accelerated depreciation roadmap: Accelerate depreciation on real estate for immediate tax savings
- Entity structure review: Is your current setup costing you? Most businesses never revisit this
- Advisor coordination: I work with your CPA and attorney to implement, not replace them
The Outcome
You stop wondering if you're missing something. You have a clear picture of what strategies apply to your situation. Your advisors have a roadmap to implement. The savings often pay for the engagement many times over.
AI in Operations
The Problem
You've heard AI is changing everything, but most of what you've seen is hype or toys. Meanwhile, your team spends hours on invoicing, scheduling, hunting for documents, and answering the same questions over and over. You know there's a better way, but you don't have time to figure out which tools actually work for a business like yours.
What I Build With You
- Automated invoicing & collections: Stop chasing payments manually
- Smart scheduling: AI that handles the back-and-forth so your team doesn't have to
- Document intelligence: Find any file, contract, or spec in seconds, not hours
- Internal knowledge base: New hires get answers instantly instead of interrupting your best people
The Outcome
Your team gets hours back every week. The admin burden that's been slowly crushing morale disappears. You stop paying skilled people to do work that software can do better.
How every engagement works
No surprises. No scope creep. No endless discovery phases.
Assessment
30-minute call to understand your situation. If I can't help, I'll tell you and point you to someone who can.
Pilot Scope
We define one clear problem to solve in 30–60 days. Fixed price. Measurable outcome. No open-ended retainers until we've proven value.
Build Together
I don't disappear for weeks and return with a deck. We work together, you see progress in real-time, and your team learns the systems.
Handoff
Every engagement ends with documentation and training. You own the systems. You don't need me to maintain them.
Investment
Transparent pricing. No hidden fees. No surprise invoices.
Pilot
30–60 days
$2K–$7K
One focused problem. Clear deliverable. Prove ROI before committing to more.
Project
2–4 months
$5K–$15K
Full solution. Implementation, training, documentation, and handoff included.
Retainer
Monthly
$2K–$10K/mo
Ongoing advisory + implementation. For businesses that want fractional access.
Currently accepting 2 new engagements this quarter
Not sure which service you need?
Take the 90-second assessment. I'll show you exactly where your business is leaving money on the table, and whether I can help.