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Strategic Advisory.

I help founders and business leaders transform bold ideas into scalable growth. 

Whether you’re building from zero or rethinking how you operate, my advisory services give you the strategic insight, operational experience, and GTM perspective you need to accelerate your path forward.

Ignite Growth

Why Strategic Advisory Matters.

The landscape for startups and small businesses has never been more complex. AI is rewriting how we build and deliver value. Customer expectations are evolving faster than most teams can adapt. Investors demand traction, while leaders juggle product, revenue, and operations with limited resources.

That’s where strategic advisory makes the difference. With 30+ years leading strategy, innovation, and transformation at companies like Google, Disney, and multiple high-growth startups, I partner with teams to solve their biggest challenges, shorten their path to revenue, and build a foundation that scales.

Advisory - Colorado

Startup Advisory

(Equity-Based Partnerships)

For early-stage companies seeking expert guidance without heavy upfront costs

I work with founders as a strategic partner, helping turn ideas into funded companies and products into growth stories. Together, we refine your vision, build the right foundations, and prepare you for investors and scale.

What’s Included:

  • Go-to-market strategy and positioning

  • MVP definition and product-market fit guidance

  • Fundraising prep and investor storytelling

  • AI strategy and technology roadmap design

  • Customer acquisition and retention playbooks

  • Advisory board participation and network introductions

Engagement Models:

  • Advisory Board Seat: 0.5% – 1.5% equity

  • Strategic Advisor: 1% – 3% equity 

  • Fractional Leadership: 3% – 5% equity + performance bonus

Advisory LA

SMB & Growth Stage Advisory

(Paid Consulting)

For established businesses ready to scale, modernize, or transform

I help leadership teams uncover new growth opportunities, integrate AI into operations, and design strategies that turn complexity into clarity. Together, we align your people, processes, and platforms around measurable outcomes.

What’s Included:

  • Strategic planning and growth roadmaps

  • AI adoption and automation strategies

  • Customer success and revenue expansion design

  • Leadership coaching and team advisory sessions

  • Innovation workshops and quarterly planning facilitation

  • GTM, Product, CX, CS development

Pricing Options:

  • Strategy Sprint (4 weeks): $7,500

  • Quarterly Advisory: $5,000/month

  • Annual Strategic Partnership: $50,000/year

Audience Benefits

Flexible Ways to Engage.

Board Membership
Ongoing strategic insight, quarterly reviews, and investor connections.

Fractional Leadership
Hands-on guidance as an acting
CxO, CAIO

Innovation Workshops
1–2 day intensive sessions tailored to your leadership team’s goals.

Customer Success Redesign
Shift from reactive retention to revenue-driven outcomes.

AI readiness
Assess your business for AI opportunities and readiness.

Growth Catalyst Sessions
Targeted strategy sessions focused on solving a single pressing challenge.

Process

Let's Get Started.

1

Discovery.

Aligning Expectations

We discuss your goals, challenges, and opportunities.

2

Planning.

Tailoring your Needs

I deliver a tailored roadmap aligned with your vision.

3

Partnership.

Making it Happen

Regular sessions, actionable insights, and support.

4

Review.

Ensuring Continued Impact

We measure outcomes, adjust, and plan the next stage.

Advisory Services

Frequently Asked Questions.

I partner with early-stage startups, growth-stage companies, and small to medium-sized businesses across industries. My focus is on organizations navigating growth, customer transformation, GTM, Product, or AI adoption and in need of strategic guidance to move forward with clarity and speed.

Advisory is an ongoing, high-level strategic partnership focused on guidance, decision-making, and direction. Consulting often involves deeper hands-on execution and project work. Many engagements blend both, depending on your needs.

Not necessarily. For pre-funding startups, I offer equity-based advisory options, but there is an application process. Because I work closely with every company I advise, I can only take on a limited number of clients. Even at the pre-funding stage, I look for signs of early traction, a clear vision, or initial progress before moving forward. For funded startups and SMBs with budgets, we can structure paid engagements that scale with your business.

Start with a free 30-minute discovery call. We’ll discuss your goals, challenges, and how I can help. If there’s a fit, I’ll propose an advisory structure aligned with your needs and stage.

Most advisory engagements include bi-weekly or monthly strategy calls, with additional access via email or asynchronous channels. Frequency can be tailored to your stage and priorities.

Strategy sprints usually run 4–6 weeks, while ongoing advisory relationships are structured quarterly or annually. We’ll set the expected time frame together before we begin so expectations are clear from day one. You’re free to end the engagement at any time if priorities change. For equity-based partnerships, any granted equity remains in place unless otherwise bought out under mutually agreed terms.

Every engagement is tailored, but typical support includes strategic planning, go-to-market design, customer success strategy, AI and automation roadmaps, leadership coaching, and ongoing decision support.

Yes. I collaborate closely with founders, executives, and leadership teams. In some cases, I join internal meetings, advise on hiring, or help design processes alongside your team.

Yes, I'm happy to if it makes sense. I serve on advisory boards for startups and growth-stage companies, providing long-term strategic input, investor introductions, and high-level decision guidance.

Absolutely. Many clients begin with equity partnerships and transition to paid advisory or fractional leadership roles as their funding and revenue scale.

For startups without significant cash flow, I offer equity-based partnerships where compensation is a small percentage of company equity (typically 0.5%–3%) in exchange for ongoing advisory support and strategic involvement.

Yes. I frequently support startups with pitch strategy, storytelling, investor decks, and introductions. Many of my advisory clients secure funding faster with a stronger narrative and go-to-market plan.

No advisor can guarantee results, but I bring proven frameworks, decades of experience, and a track record of delivering growth and transformation for companies from startup to enterprise scale.

Most engagements start within 2–4 weeks of our initial conversation. For time-sensitive needs, accelerated onboarding may be available.

Not Ready Yet?

If now’s not the right time to engage, that’s okay — we can still build momentum together. Join my advisory newsletter to get insights on growth strategy, AI adoption, customer success, and business transformation delivered straight to your inbox. It’s the same thinking I use with my clients, shared monthly to help you move forward with clarity.

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