Strategic finance and operating thinking for ambitious operators.
A growing library of long-form pieces, frameworks, and field notes from advisory engagements across SMBs, trucking, logistics, and the lower middle-market.
Cash Flow Management
13-week forecasting, working capital, liquidity strategy, and cash discipline at scale.
Trucking Industry Finance
Margin compression, fleet economics, lane profitability, and the financial reality of running a carrier.
Small Business Growth
How owner-led businesses scale without losing financial discipline.
KPI Strategy
Designing the small set of metrics that actually drive decisions.
Financial Operations
The reporting, cadence, and back-office architecture behind well-run companies.
M&A Readiness
Preparing the financial picture for buy-side or sell-side conversations.
Forecasting & Budgeting
Building forecasts that hold up under board, lender, and investor scrutiny.
Business Decision-Making
Frameworks for evaluating the next investment, hire, expansion, or capital move.
Operational Efficiency
Process leverage, capacity discipline, and removing friction from how the business runs.
Forthcoming pieces.
- Why most SMB forecasts miss — and how to build one your lender will believeForecasting & Budgeting
- Revenue per truck is a starting point, not an answerTrucking Industry Finance
- The 13-week cash forecast as an operating systemCash Flow Management
- What owner-operators get wrong about EBITDA — and why it matters at exitM&A Readiness
- Choosing 8 KPIs out of 800: a framework for operatorsKPI Strategy
Want the next pieces delivered? Reach out and we'll add you to the early reader list.
Have a financial question that deserves a real answer?
Most of our writing starts inside an engagement. If the topics on this page sound like your business, a strategy call is the fastest way to a sharper answer.