Founder-First Advisory: To Help You Escape The Chief Everything Officer Trap.
You're working harder than ever, overwhelmed, and stretched thin.
We help professional services founders who are pulling more hours than anyone else on their team create their personalized Overwhelm Escape Plan—so you can stop being maxed out and start leading strategically.
You're Pulling More Hours and Sleepless Nights Than Anyone Else on the Team—With Nothing Left for You?
You're trapped in the Chief Everything Officer cycle:
• Flying blind without clear direction – Making decisions based on gut feelings because you can't trust your numbers
• Doing the jobs of 5 people – While your team waits for direction because everything runs through you
• Facing a mountain of work that feels hopeless to catch up on
• Maxed out on time, resources, and patience – Overwhelmed and stretched thin with no relief in sight
• At the end of the month, there is little to nothing left for you.
• You're working harder than anyone in your company, but getting paid like the most overworked employee.
• You're constantly asking yourself, "What am I missing?"
• You can't see the forest for the trees, and you're afraid of making the wrong move.
After 27 years of Helping to Free Trapped Founders, This Is What We Know
You're Missing the Right Systems and the Right Guide—But That's Not Your Fault - No One Ever Gave You A Roadmap to Escape the Chief Everything Officer Trap Until Now
Here's what's really happening:
You've been trying to figure it out alone – No one ever taught you how to build systems that work without you
Your business was never designed to run on its strengths – That's why everything runs through you, and nothing gets done without your input
You think the problem is you, but the truth is, you're missing the right framework and the right expert to guide you
You've been carrying it all – Because you didn't know there was a better way to structure your business
You're not broken, your systems are – With 27 years of experience, we can see what you can't see
Here's what we know: You don't need another consultant giving you more work to do. You need a clear Escape Plan that systematically gets you out of the weeds and the ongoing support that keeps you there, because you weren't meant to carry it all alone.
We create personalized Overwhelm Escape Plans while providing the strategic partnership that transforms overwhelmed founders into confident leaders with businesses that run without them.
Your Current Team Keeps You Compliant. We Free You From Overwhelm.
While your tax preparer and in-house staff focus on historical compliance ("Your books are accurate"), we focus on strategic liberation ("Here's exactly what's trapping you and your step-by-step plan to escape").
Our Proven Process Closes The Gap Between Your Current Reality And What You Really Want
Step 1: Discover + Assess (Two-week Turnaround)
We get to the heart of what sustainable success looks like for you, then identify the specific financial opportunities you're missing and the exact misalignments keeping you from your strategic objectives. Then we’ll design your Overwhelm Escape Plan. All of our new clients start here.
Investment: $2,497
Step 2: Design + Automate (90-day intensive)
We formulate custom performance metrics tailored to your specific vision. Then we’ll design and build your automated financial systems and reporting dashboards to easily track progress toward outcomes you care about, keeping your future progress always in view.
Step 3: Founder-First Aligned Advisory (Ongoing support)
We’ll provide continuous strategic analysis and regular guidance to keep your financial decisions aligned with your vision while you systematically build the specific future you want. You’ll make faster, easier, and more aligned business decisions and create the business you had in mind when you started (or the one you want to today - we know plans and visions change, and we are okay with that!)
The Futures Our Clients Created.
The Truth Is - No One Needs A Chief Everything Officer.
You, your family, your team, and your customers deserve your best self. It’s time for you to promote yourself to Chief Executive Officer and start leading from your strengths. Stop doing ALL the things and start doing the RIGHT things to build the business you really want.
Uncover the Gaps, Find the Opportunities, Get Aligned, and Start Building The Business You Really Want Today.
The Strategic Performance Discovery is your first step toward living your envisioned life because your business is finally delivering what you want. This assessment identifies the key factors creating the disconnect between your financial decisions and your bigger objectives, then gives you a high-level plan to build the business you want.
Your business should build your future, not bury it.