Selected work across business planning, HR infrastructure, shared services design, and real estate development, spanning solo founders to multi-entity organizations. Client names are withheld to protect confidentiality.
A complete business plan built from the ground up: market analysis with TAM, SAM, and SOM sizing, SWOT analysis, a tiered service and pricing model, three-scenario financial projections, and an operations and risk framework.
Output: a 70+ page strategic document containing more than 30 data tables.
A comprehensive business plan paired with the people infrastructure to execute it: hiring cost analysis, compensation benchmarking, a staffing plan, and the operational materials the founder needed to run the company.
Outcome: the founder transitioned from ideation to full execution.
Market analysis, financial projections, and a revenue diversification strategy, supported by staffing and capacity planning, a service delivery model, and stakeholder presentation materials.
Design of a shared administrative entity serving three partner organizations: ecosystem mapping, an operations services model with service tiers and SLAs, a Professional Employer Organization framework covering payroll, benefits, and HR compliance, and governance and ownership structures spanning 501(c)(3), 501(c)(4), PAC, and LLC configurations.
Direction of more than $34 million in co-development delivering over 500 affordable housing units, executed through LIHTC, RAD, and CHOICE Neighborhoods programs across multiple sites. Scope covered contract negotiations, HUD applications, municipal planning and zoning, and the structuring of public-private partnerships.
A full business plan revision paired with a three-scenario financial model and an investor pitch deck. The engagement introduced a recurring membership tier that lifted modeled Year One revenue by roughly 17 percent while smoothing the cash-flow volatility between cohorts.
Additional outcome: service language was repositioned from clinical to capacity-based framing, protecting the founder’s scope of practice as a licensed clinician.
Performance development programs designed and delivered for more than 200 staff, alongside 40+ workshops and trainings built with national partners and delivered to over 1,000 professionals.
Measured results: leadership confidence scores rose 35 percent and manager feedback quality improved 42 percent.
More than 1,000 professionals trained across 40+ workshops with national partners.
The work you did helped us connect a lot of dots and finally see a realistic, strategic path forward. It was extremely helpful and one of the most actionable resources we have received. It gave us confidence, not just information, which is exactly what we needed.
Thank you for your thoughtful review and detailed assessment. I appreciate the clarity of your feedback and fully agree with your recommendation to take a comprehensive approach. That level of structure and operational clarity is exactly what I’m looking to build at this stage.
I love that you have your foot on the gas. I am comfortable with your pace, so keep pushing.
Your work has been stellar. I find the presentation and business plan to be excellent. The client has moved from ideation to a new phase entirely. I am so very impressed and grateful to be working with you.
Every quote above is verbatim client correspondence, published without names to protect client confidentiality. Full references are available to prospective clients on request.
Professional references, including former executives, elected officials, and industry partners, are provided directly to prospective clients during the proposal stage.
Every one of these began with a single conversation about what was not working.