Your Partner on the Ascent.
I don't hand you a map and wish you luck. I walk the ridge with you — drawing on 25+ years of executive leadership, AI implementation, and growth strategy to help you reach the summit your way.
WHY A SHERPA
I've been at altitude before.
A sherpa doesn't carry you. He has climbed the mountain himself, knows every ridge and false summit, and walks beside you with hard-won judgment.
As a former publicly traded CEO, I've navigated IPOs, mergers, rapid growth, and the kind of decisions that keep leaders up at night. I led the transaction that created the largest network of independently owned diagnostic labs in the nation.
Today I bring that same depth of experience to founders and executives who are navigating growth, transformation, and the AI landscape — without a full-time executive on their team or a trusted guide who has actually been there.
I don't represent a single vendor. I don't sell a packaged program. I work directly with you, across your specific challenges, with the goal of leaving your organization stronger, smarter, and more capable than I found it.
Four ways I work with you.
Whether you need a strategic thinking partner, a proven sales system, an AI implementation roadmap, or a full-stack custom application — the engagement is built around your goals, not a pre-packaged framework.
Executive Coaching
For the Leader in the Arena
High-stakes coaching for CEOs, founders, and C-suite executives who need a trusted advisor who has actually sat in the chair — not just studied it. I bring the perspective of someone who has navigated public markets, M&A, rapid growth, and organizational complexity firsthand. My coaching is direct, practical, and grounded in what actually works at the executive level.
- Vision clarity & strategic decision-making
- Board governance & accountability systems
- Leadership identity & culture architecture
- Crisis navigation & turnaround leadership
- AI Certified consultant training
- Organizational alignment & team design
- Capital markets & investor readiness
- M&A preparation & integration support
Sales & Growth Strategy
Built to Scale, Not Just Close
Two decades of leading national sales and marketing teams — translated into systems that generate predictable revenue, sharpen team execution, and build franchisable growth engines. Drawing on world-class methodologies including Sandler, Challenger Sale, and Carnegie frameworks, I help organizations move from reactive selling to intentional, repeatable growth.
- Go-to-market & pipeline architecture
- Sales playbooks & methodology training
- CRM strategy & automation design
- Franchise & multi-unit growth systems
- Revenue forecasting & KPI architecture
- Field sales management & hiring
- AI-powered sales roleplay & coaching
- Lead generation & outbound systems
AI Consulting & Implementation
Deployed Systems, Not Theory
I help small and mid-sized businesses identify where AI delivers real, measurable value — then I build it. Multi-agent architectures, agentic workflow design, and full Claude ecosystem integration that turns AI from a conversation topic into a competitive advantage. I've built 60+ solutions across industries. I speak from experience, not slides.
- AI readiness assessment
- Agentic workflow design & deployment
- Claude ecosystem integration
- Multi-agent system architecture
- n8n & automation pipeline design
- Outsourced Chief AI Officer (fractional)
- AI team training & change management
- Operational efficiency via AI automation
Customer Application Development
From Whiteboard to Marketplace
Full-stack AI-powered applications built for real business problems. Platforms that historically cost hundreds of thousands — delivered faster and for far less. I work directly with clients to design, build, and deploy production-ready applications, with an IP co-ownership model available that allows your organization to own a stake in what we build together.
- SaaS platform design & development
- AI-powered customer-facing apps
- Anthropic API & LLM integration
- React / TypeScript production builds
- IP co-ownership model available
- Dashboard & reporting tools
- CRM & workflow integrations
- Ongoing QA & platform management
How we climb together.
Every engagement starts with understanding your mountain — where you are, where you want to go, and what's standing between you and the summit. From there, the path is ours to build together.
Discovery Call
A direct, no-pressure conversation to understand your current challenges, goals, and where you're feeling stuck. No intake forms. No automated sequences. Just a real conversation.
Strategic Assessment
I review your current operations, leadership structure, technology stack, and growth trajectory to identify the highest-leverage opportunities and the real obstacles — not the symptoms.
Custom Engagement Plan
We design an engagement together — from a focused one-day strategic session to a fully integrated ongoing advisory role. The scope, cadence, and deliverables are built around your organization's specific needs.
Execution & Accountability
This is where most consulting fails. I stay in the work with you — tracking results, adjusting course, and holding the line on accountability until the outcomes are real, not theoretical.
Who I work best with.
Growth-Stage Founders
You've proven the concept and now need systems, strategy, and leadership infrastructure to scale without breaking what you've built. You need someone who has been through the growth cycle — not just studied it.
SME & Mid-Market CEOs
You're running a real business with real complexity — and you don't have the budget or the need for a full-time C-suite executive in every seat. You need a trusted partner who can think at that level without the overhead.
AI-Ready Organizations
You know AI is important and you're ready to do something real about it — but you need a guide who has actually built and deployed systems, not a consultant who has read the same articles you have.
Choose your expedition.
Engagements are designed to flex around your needs — from a single-day strategic deep-dive to a fully integrated ongoing advisory relationship.
Summit Session
One-Day Strategic Intensive
A focused, high-impact day working directly with your leadership team to map your biggest challenges, clear the fog, and leave with a concrete action plan you can execute immediately.
- Full-day on-site or virtual session
- Pre-work assessment & preparation
- Strategic action plan deliverable
- 30-day follow-up check-in included
Sherpa Retainer
Ongoing Monthly Advisory
A fully integrated advisory relationship — I become part of your leadership team, available as a thinking partner, strategic sounding board, and accountability partner on an ongoing basis.
- Weekly or bi-weekly sessions
- Unlimited async communication
- Cross-functional advisory access
- AI & tech strategy included
- Custom scope per engagement
Project Engagement
Scoped Initiative
Defined-scope engagements targeting a specific outcome — a sales system build, an AI implementation, a go-to-market strategy, or a custom application. Clear deliverables, clear timeline.
- Defined scope & deliverables
- Fixed timeline with milestones
- Weekly progress updates
- IP co-ownership available (tech projects)
Let's find your summit together.
The first conversation is just that — a conversation. No pitch decks. No commitment. Just an honest exchange about where you are, where you want to go, and whether I'm the right guide to get you there.
Schedule a Discovery Call