Strategic Advisory for Founders Preparing for What’s Next

I work with B2B and Work Tech entrepreneurs who want to build more valuable, premium-positioned businesses, whether you’re planning an exit or just want the leverage to choose.

Advisory for Founders Who
Want to Stay in Control

This isn’t about chasing a sale. It’s about building a business that commands attention, price, and respect—on your terms. I help operators think through what makes a company valuable: market signals, narrative control, clean metrics, strategic positioning.

The end result? Optionality. Whether you sell, scale, or stay steady, you’re in control.

I work with B2B and Work Tech founders who want to think ahead:

  • • What is our business really worth—and why?

  • • What metrics will buyers care about?

  • • What can we do now to drive valuation tomorrow?

Whether you're 36 months out or quietly circling options, the answer isn't “wait and see.” It’s “plan and prepare.”

Contact Us

123 Demo Street
New York, NY 12345

email@example.com
(555) 555-5555

About Charles

I’ve spent over 25 years working alongside founders of B2B and Work Tech businesses—helping them prep for sale, benchmark performance, and drive toward clean, strategic exits. I’m not here to be your advisor of record. I’m here to help you move.

My approach blends operator experience with buyer psychology and corp dev fluency. I’ve sat on both sides of the table, and I know what gets flagged, what drives up price, and what tanks deals.

Most founders don’t need more content. They need sharper questions, better data, and a second brain that’s not trying to sell them something.

That’s what I do.

I shared more about my experience and methodology here.

Not a Banker.
Not a Consultant.
A Strategic Operator.

I offer Fractional Corporate Development for Profit growth and Liquidity. Complimentary Liquidity Exit Planning, KPI Benchmarking, and Comps analyst services for leaders.

  • Buyers don’t value what they can’t see. Together, we’ll define and surface the metrics that matter—from recurring revenue mix to margin structure to retention logic.
    This is about building the foundation for a credible multiple—not just a good story.

  • You don’t need a banker to tell you you’re not ready. You need someone who knows what readiness actually looks like. We’ll work through people, process, positioning, and visibility to eliminate friction, clean up risk signals, and align your ops with premium exit expectations.

  • I step into the business with you—not above it. From buyer mapping to materials to reverse diligence, I help founders think like buyers and act like sellers. This is the corporate development work no one teaches you to do—but buyers expect you to have done.

Solving The Value Equation

Corporate development blog with insights covering B2B, BPO, and Work Tech solutions.