How I Help Small Business Owners and Nonprofit Leaders:

I help small business owners and nonprofit leaders clarify priorities and build strong, sustainable organizations.

Key Ways I Can Help:
• Strategic Planning & Growth – vision/mission work, business model design, goal setting, KPIs, action plans.
• Financial Management – financial statement analysis, budgeting, forecasting, cash-flow planning.
• Marketing & Sales – market research, branding, digital marketing, promotions, retail merchandising.
• Human Resources – organizational design, hiring, compensation, performance management, staff development.
• Board & Governance – board roles/responsibilities, board–executive relations, board effectiveness, succession
planning.
• Nonprofit Management – fundraising strategy, grant readiness, program evaluation, community partnerships.
• Technology & Operations – selecting and implementing management software, improving processes, cost control.

Background
• Former retail president/COO and trade association officer with national, regional, and local leadership experience.
• Founder of a business coalition that shared best practices and technology platforms to lower costs and improve
service.
• Extensive board service (education, chambers of commerce, charities, trade organizations), including chair and
officer roles.

Approach:
I combine decades of executive experience with mentoring skill. Clients often arrive with one or more stated needs and addressing those is important. However, together, we can discover whether there are other urgent issues to address. I help surface and prioritize all those needs so you can focus on what will move your organization forward fastest.