SUMMARY OF SERVICES
In today’s business landscape, many successful, hands-on owners face the challenge of preparing for the future while preserving their legacy. I bring over 25 years of hands-on experience as a CFO, attorney, and former CPA to help business owners unlock their company’s full value while preparing for a seamless handover. With The Strategy Partner, you gain a trusted advisor, strategic partner, and dedicated advocate for the future of your business.
Succession Planning
Tailored consulting to help business owners develop and execute succession plans, from identifying potential successors to implementing leadership transition strategies that reflect the owner's vision and goals.
Business Transition Advisory
Most value loss happens before financing or sale - when leadership, decision authority, and continuity are unclear.
We help owners identify and address transition risk early, preserve enterprise value, and structure internal or external handoffs that actually hold together.
Legacy Strategies Advisory
Helping owners ensure to that their businesses are prepared to thrive under new leadership, preserving the legacy they’ve built and ensuring a valuable and sustainable future for the company.
Strategic
Innovation
We help business owners turn innovation into a repeatable, everyday capability. By uncovering new opportunities and designing practical innovation systems, we increase agility, unlock new value, and prepare the business to thrive in a changing market.
Here's why your business legacy is important to me.
At The Strategy Partner, I partner with other professionals to help business owners move beyond day-to-day operations to design the future of their enterprise - intentionally, strategically, and with purpose.
My Journey
My own journey mirrors many of the founders and leaders I serve.
I began working full-time just before turning 17, and over the last 30+ years I’ve built a career grounded in grit, accountability, and transformation. I started in banking, became a CPA, and for the past 19 years have practiced as a business attorney representing mission-driven organizations with revenues between $20 - $50 million.
What I’ve learned is this: many business owners are so focused on building and surviving, they rarely have time to innovate from within or prepare for what comes next. Most don’t have a clear succession plan, exit strategy, or innovation roadmap. They’ve spent decades building an asset, but not enough time designing how to protect, grow, or transfer it.
While many advisors focus on wealth, planning, or transactional outcomes, the biggest risk to legacy often occurs earlier—when leadership and decision authority are destabilized. Our transition advisory work helps business owners address these decision-layer risks before uncertainty erodes value, especially in the context of ownership changes or succession events.
That’s where The Strategy Partner comes in. I don’t show up as just an attorney or CPA - I show up as a strategist and transformation partner. I combine my financial and legal expertise with insight, empathy, and proven frameworks to help owners future-proof their businesses, design innovation systems, and build a lasting legacy they can proudly pass on — or scale forward.