Growth strategy
The master plan. Where the business goes over the next 12 to 36 months, which levers actually move it, and, just as important, what to say no to.
CHIEF STRATEGY OFFICER · CSO
Your Chief Strategy Officer for the next stage of growth.
This isn't a course or a one-off session. I step into your company as its CSO and we make the real moves together: growth, revenue, sales, marketing, accounting, taxes, and operations.
What a Chief Strategy Officer does for you
Big companies have a Chief Strategy Officer, the person who sits at the top and decides where the business goes and how it gets there. Most owners never get one. That's the seat I take in your company.
For more than 25 years I've worked as a fiscal and accounting strategist, and I've founded and exited three companies of my own. I know the whole board: the money, the sales, the taxes, the operations, not just one corner of it. So we don't fix one piece and break another. We move the whole business forward at once.
I don't hand you a report and disappear. I stay in the room, month after month, making decisions with you as if the company were mine.
Where I work with you
Seven fronts of the business, run as one strategy.
Revenue
Pricing, margins, and how the money actually comes in. We build revenue that repeats instead of chasing the next sale from zero every month.
Sales
A sales process that doesn't depend on you being in every deal. Pipeline, follow-up, closing, and a team that sells when you're not in the room.
Marketing
Positioning and a message that lands, on the channels that actually bring paying customers, not just likes. Marketing tied to revenue, not vanity.
Accounting
Clean books and numbers you can read. You'll know your real margins, your cash position, and the handful of numbers that tell you whether the business is winning.
Taxes
Tax strategy and the right structure so you keep more of what you earn, legally and on purpose. Built for owners who operate across the U.S. and Latin America.
Operations
The systems, processes, and team that let the business run without you being the answer to every question. This is what turns a busy owner into an owner who scales.
Who it's for
This is for the owner whose business already works. You already bill real money, you already have customers and a team, and you're done just surviving, you want to scale.
If you're still building the foundation, still finding your footing and getting the first system in place, that's not this. That's La Mesa, where I train owners who are on their way up. This page is for when the business is ready to grow up and needs a strategist in the chair.
Not sure which one is you? Tell me about your business below and I'll tell you straight.
How we start
You write to me
Fill out the form below. It comes straight to my inbox, no bots, no call center.
We get on a call
I read what you sent and we set a call or video call to talk about your business, one on one.
The real diagnosis
We look under the hood, the numbers, the bottlenecks, the opportunities, and find the moves that matter.
I take the chair
If it's a fit, I step in as your CSO and we execute, together, month after month.
Let's talk about your business
Fill this out and it comes straight to my inbox. From there we set a call or a video call. No bots, no call center. Just me.
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