Profile

EXIT-Focused Business Growth and Optimization. Helps business owners create transferable value!

Provider of advisory services and mentorship to help entrepreneurs and small businesses grow with an emphasis on building value and positioning ownership for an eventual exit event… even if an anticipated exit is years away. Too many business owners are not sensitive to the activities and structure needed to maximize value. Consequently, they are leaving significant money on the table, not to mention the value of unrealized potential. Currently, 70% – 80% of small businesses that are placed on the market are unable to sell.

Every business should begin with the end in mind and seek opportunities to optimize their business operations.  Understanding your competitive strengths and weaknesses will help you make better decisions. Knowing your numbers will improve decision-making. Using technology can dramatically improve your productivity.

AdvisorXO helps businesses align people, performance, and technologies.  My experience has provided diverse exposure to small, medium, and large company operations, for-profit and non-profit organizations, and publicly-owned and privately-owned corporations. I have consulted with clients on transformation strategies, including digital marketing and deploying technology to automate business processes.

I also leverage the power of generative AI to drive growth and innovation for small businesses by streamlining operations, enhancing marketing strategies, and optimizing customer engagement. Through the implementation of AI-driven automation, I help businesses improve lead generation, personalize client interactions, and create scalable workflows that increase efficiency and profitability. By integrating AI solutions into various facets of business operations, I enable small businesses to unlock new opportunities, reduce overhead costs, and stay competitive in an evolving marketplace. My focus is on delivering practical, results-oriented AI applications that align with each client’s unique goals, ensuring sustainable growth and measurable ROI.

My 40 years of diverse senior-level business experience and entrepreneurship uniquely positions me to assist you.

Most importantly, my Go-Giver approach offers small businesses and entrepreneurs an opportunity to access knowledge and resources previously thought unaffordable.  You see…a Go-Giver believes that you give before you get.

Remember, start small, think big, and act strategically. If you want to grow, call AdvisorXO !