WORK WITH ANDREW

I work with a small number of successful entrepreneurs as a Strategic Partner – an independent, trusted person in their corner for the decisions that matter most.

The relationship is built around the entrepreneur, not a program, methodology, or predetermined set of deliverables.

WHO I WORK WITH

Founders, Entrepreneurs, and CEOs responsible for the business.

Typically:

  • Leading a successful, established company
  • Navigating increasing complexity, opportunity, or change
  • Making decisions where the stakes have become meaningful
  • Surrounded by capable people and advisors, but missing someone who can see across the whole picture

The common denominator isn’t company size.

It’s the complexity and consequence of the decisions in front of you. 

HOW I HELP

I help entrepreneurs think clearly, make better decisions, and navigate what comes next.

Depending on what’s happening, that can mean:

  • Pressure-testing an important decision
  • Challenging strategy or assumptions
  • Navigating leadership and organizational issues
  • Thinking through growth, acquisitions, or new opportunities
  • Preparing for succession, recapitalization, or exit
  • Strengthening governance and owner independence
  • Thinking through capital and wealth decisions surrounding the business
  • Bringing the right experts and professionals to the table
  • Coordinating across existing advisors
  • Helping determine what deserves attention – and what doesn’t

The work changes as the entrepreneur’s world changes. 

That’s the point.

Two ways we can work together.

HOW WE WORK

Through At The Helm, I work with a small number of entrepreneurs in an ongoing retained advisory relationship.

There is no predetermined program or rigid list of deliverables.

Instead, I develop a deep understanding or you, your business, the capital around it, and where you want to go next.

That context compounds over time.

It allows me to become more useful as the relationship develops – not just because I understand the current decision, but because I understand the decisions, people, and circumstances that came before it.

The objective is simple: have someone in your corner who knows the whole picture when important decisions arise. 

In select situations, the relationships can go deeper.

Through Abundant Futures, I invest directly in private businesses where there is strong alignment between ownership, opportunity, and my ability to contribute meaningful strategic value.

These relationships may combine equity investment with strategic advisory, governance, or board involvement.

I don’t invest in every company I advise, and investment is never required for a Strategic Partnership.

When the alignment is right, however, I’m open to having capital and advice sitting on the same side of the table.

ARE WE A GOOD FIT?

This tends to work well when:

  • You’ve built something successful and the decisions are getting bigger
  • You value an independent perspective 
  • You want someone who will challenge you, not simply agree with you
  • You have capable advisors but want someone who can connect the dots across them
  • You’re thinking beyond simply growing revenue
  • You’re willing to have candid conversations about the business, ownership, capital, and what you actually want
  • You value long-term relationship over another project or program

Probably not a fit if:

  • You’re looking for a consultant to execute a defined project
  • You want a prescribed program or methodology
  • You’re primarily looking for tactical coaching
  • You want someone to validate decisions you’ve already made
  • You’re unwilling to be challenged 

Key Highlights

Supported the entrepreneur and leadership team through the transition from achieving their first $1M sales month to making $2M the monthly norm.

Advised through the growth and evolution of the business leading to a successful transaction at a significant multiple of revenue.

Supported the development of the leadership, structure, and accountability required to dramatically reduce owner dependency and create greater freedom.

Worked alongside entrepreneurs and leadership teams through the decisions, challenges, and organizational changes required as their business scaled.

Facilitated strategy and alignment with executive leadership operating within a large, complex organization.

CONFIDENTIAL. NO PRESSURE.

START A CONVERSATION

If you’ve built something successful and value having an experienced, independent person in your corner for what comes next, let’s have a conversation.

Other advisors provide answers within their discipline. 

A Strategic Partner helps the entrepreneur decide which questions matter, which answers to trust, and what to do with them. 

CONTACT ME