30+ years helping private, mid-market B2B companies scale with purpose β through people-first leadership, disciplined strategy, and AI that compounds results.
I consult with private B2B business owners to build the company they're proud of β and grow with time and financial freedom, toward the future they intend.
A profoundly valuable experience happened early in my career when I introduced "Resources Management" in a factory with 5 unions and 3,500 people. RM catalyzes productive collaborations and helps people find better ways. We spent $10k to pilot it with 48 people and it yielded $1.2 million in 90 days β no jobs lost. Its lessons have rippled through my entire business life and spawned a relentless search for better ways.
That experience catalyzed 30+ years of people-first business consulting: Director of Management Development at a Fortune 100 firm; Associate Partner at a Big 4; Regional VP at a mid-size consultancy; and independent consultant since 9/11.
Long story short β while helping clients get better business results, I've grown toward conscious capitalism: purpose-driven, people-first, planet-responsible, stakeholder-responsive. Running a business this way as a force for good attracts valuable investors, customers, and employees while creating a more secure future for all.
"Truth is, you don't rise to the level of your intentions. You fall to the level of your systems."
BA Psychology & Economics, UVM (Vermont) Β· MS Technology Management, UVA (Virginia) Β· Harvard Negotiations Β· Wharton Finance Β· Executive Certificate in Clean Tech, Boston University
Baldrige Examiner Β· Lean Black Belt Β· Prosci Certified Change Practitioner Β· Award-winning community energy program (Virginia) Β· ISO 14000 Environmental Management System benchmark, Mobil Oil
Board member: Small Business Development Commission Β· Business for Social Responsibility, Vermont Β· AI ROI Association Consultant Β· 30+ years independent consulting across the Upper Midwest and nationally
Guided owners from founder-led to leadership-team-led companies, preparing them to scale and become transition-ready. Helped one CEO build a sales force and delegate selling β tripling NPS scores and growing recurring revenue. Helped another lead a risk management initiative that doubled their valuation multiple.
Developed an enterprise value strategy for a mid-sized regional power equipment company. Led a design team implementing a 100-day integration approach across leadership, IT, HR, and operations β enabling 6 successful mergers.
Set up PMOs and led strategic programs in interim roles as Chief of Staff, COO, CMO, CIO, and CHRO: scenario-based strategic planning, key accounts launch, merger integrations, and consulting firm reorganization into verticals.
For a shipping & logistics company: designed and rolled out a customer value initiative tied to service innovation and reward systems. Raised customer satisfaction from 91% to 97%. Proposal capture +18%, recurring revenue +34% in one year. Lifetime value exceeds acquisition cost 4:1.
"β¦help came at a critical time in our company's development. Its influence has been significant and continues even today as we are dealing with extraordinary growth. We are grateful that they were there to help us."
"An integral part in efforts to clarify our business goals and develop a good strategy specific to our business objectives. A doable strategy which we believe will help our business grow and gain new customers."
"The CoreValue Assessment has been an excellent management tool for highlighting key elements of our business that are opportunities for improvement, and the discipline to address all 18 elements helped position us for the Top 50 Shops Award."
If you're looking for better ways to a secure future, let's compare notes. 15 minutes. No deck required.