Ways to work together

How I can help.

I enjoy meeting thoughtful people who are building, buying or improving businesses. If one of these areas sounds relevant, I would be glad to learn more about what you are working on.

Operating partnerships Capital Franchise accounting LinkedIn advisory Speaking Investor network

You do not need a polished pitch. A little context about the business, the opportunity and what you are trying to solve is plenty to start.

Best fitEstablished businesses, multi-location operations and acquisition platforms.

Working styleDirect, numbers-driven and comfortable with imperfect information.

What mattersClear authority, aligned incentives and meaningful value creation.

01 / OPERATE

Operating partnerships, acquisitions and M&A advisory

I can work as an aligned operating partner or provide focused M&A support when a company needs the playbook and execution capacity before it is ready for a full-time corporate-development team.

Operating partnerships

Evaluate the business, economics, capital structure and operating risks
Help structure and finance an acquisition
Build the operating plan and reporting needed to manage it
Step into an ongoing operating role when authority, accountability and upside are aligned

M&A advisory and corporate development

Define acquisition criteria, priority markets and capital-allocation guardrails
Build the sourcing, qualification, underwriting and diligence playbook
Support deal structure, debt financing and investment-committee materials
Create the team, cadence and reporting needed to manage an active pipeline
Guide execution from initial outreach through closing and post-close handoff

Strong fits

A family office or investor needs an operator for a new platform
An owner wants a partner for acquisitions or multi-location growth
A leadership team needs experienced M&A capacity without immediately hiring a full department

Discuss an opportunity

02 / FINANCE

Financing and capital

Through Initiator, I help established businesses evaluate debt and capital options for acquisitions, expansion, working capital and refinancing.

Typical range and products

$500,000 to $50 million or more
Asset-backed lending and real-estate-secured facilities
Factoring, receivables financing and working capital
Acquisition and expansion capital

Discuss capital with Initiator Ask me first

03 / ACCOUNT

Franchise accounting

Accounting, payroll, tax support and reporting designed for franchisees and franchise brands.

Franchise accountingBookkeeping, payroll, tax and CFO advisory for franchise systems, delivered by the CP FinOps team.Consolidated franchise reportingRoyalty tracking and system-wide financial visibility through CoverPanda.

Tell me what you need

04 / SHARE

Speaking and collaboration

I enjoy honest conversations about building companies, difficult operating seasons and the decisions that rarely fit into a polished case study.

Topics I can speak about

Multi-unit franchise operations and portfolio building
Capital structure, debt and operator risk
Using AI to create faster operating feedback loops
What happens when a strong consumer brand becomes financially fragile

Invite me See prior conversations

05 / INVEST

Investor network

I maintain relationships with investors interested in selected franchise, real estate, private-credit and operating opportunities.

A good introduction includes

Your preferred asset classes and check size
Whether you prefer debt, equity or either
Your geography, hold period and risk profile
Any operating experience or strategic value you bring

Share your investment interests

06 / LINKEDIN

LinkedIn presence and founder positioning

For founders, entrepreneurs and brands with real experience to share but no consistent system for turning it into useful content, stronger relationships and business opportunities.

Choose how to start

LinkedIn Revenue Sprint · $500A 45-minute strategy session, profile optimization and a four-week content plan with 12 personalized post frameworks, enough to publish three times per week.

LinkedIn Growth Partner · $2,000/month + success feeOngoing positioning, content, target research, personalized outreach drafts, follow-up systems and pipeline reviews. Three-month minimum. The typical success fee is 10% of collected revenue directly sourced through the program during the first six months of the customer relationship.

What we can build

A clear point of view, audience and set of topics you can own
A stronger profile that explains who you are, what you have done and how you can help
A repeatable content system for finding ideas, writing strong hooks and publishing in your natural voice
An engagement approach for comments, conversations and thoughtful network growth
A practical way to connect attention to relationships, opportunities and measurable business outcomes

I have built an audience of more than 11,000 LinkedIn followers by sharing what I am actually learning as an operator. More importantly, LinkedIn has contributed to hundreds of thousands of dollars in revenue across my businesses.

The goal is not to turn you into an influencer. It is to make your experience easier for the right people to discover and trust. You can also review references from people I have worked with directly on LinkedIn.

Apply for LinkedIn support Read LinkedIn reviews

Start a conversation

Tell me what would be useful.

Choose the opportunity or package that is closest to what you need. A little context about your goals and timing will help me respond thoughtfully.