Business Strategist

For owners facing a big decision.

David works with business owners weighing what to do after a setback, how to prepare a successor, or whether to bring in a partner. He draws on decades of experience as an adviser, investor, and operator to help owners weigh the trade-offs and decide what to do next.

Talk with David About Your Business

When a second perspective helps

Cash is tight and the plan has changed.: David helps owners sort out what’s driving the pressure, whether it’s falling sales, rising costs, or a part of the business that no longer earns its keep.
The team needs a plan it can carry out.: That means deciding what to protect, where the business can earn a healthy margin, and what progress should look like. It also means telling employees and stakeholders what’s changing and when they’ll hear from you again.
A successor is ready.: You need to work out which decisions move with the job and what role, if any, you want after the handoff.
A buyer or partner has approached you.: You need to weigh the offer against the business you could build on your own and the role you want afterward.

When you reach out, a short note about the decision and when you need to make it is enough to start the conversation.

Talk with David About Your Business