Operators. Investors. Builders.

CPA → CFO → COO → SaaS CEO → Investor

That path is why we understand both sides of our business: the firms that need executives, and the executives ready for the work. We've founded, exited, and transformed dozens of companies — returning billions to investors and employees.

• Data as compass, judgment as rudder. Metrics tell the story; leadership provides direction.
• Ownership, not observation. We take accountability for outcomes as partners.
• Speed over ceremony. Rapid alignment, clear priorities, disciplined execution.