Where We Help
Services
- Purpose Development & Strategic Planning
- Value Creation & Analytical Modeling
- Competitive Analysis & Landscaping
- Leadership Thought Partner
- Business Management Prioritization
- Fractional CFO/CSO
- Financial & Risk Management
- Financial Planning & Analysis Plus
- Financial Modeling
- Cost Management
- M&A and Capital Markets Preparation
Industries
- Aviation/Transportation
- Consumer Goods
- Energy/Energy Tech
- Financial Services/FinTech
- Higher Ed/EdTech & Healthcare
- Non-Profit/Government
- Professional Services
- Real Estate Development
- SaaS
Together, we'll explore and understand how to grow your business the "Right Way"
Some of Our Clients
What Some of Our Clients Have to Say
“With our creation and application of unique digital assets, we were creating a market as well as a product where none existed previously…all while shaping our business model and raising capital. Keith helped us navigate multiple levels of ambiguity and complexity to add confidence to our strategy and capital approach. His work was singled-out by a sophisticated, East Coast investor as competitive IP due to its ability to clearly and rationally calculate token value. I recommend Keith to anyone needing thoughtful perspectives and assistance."
Janice Taylor, Founder & CEO, EQ
“We were experiencing a period of hyper-growth, which, in-turn, significantly stressed our organization. Keith’s insights on our cross-company risk points were invaluable to our short term actions and long-term outlook. Always thoughtful and responsive, he offered helpful perspectives to our leadership team and provided critical management support. He earned my trust, and I recommend him highly."
EVP, Confidential Client
“Keith has been a big help for our business. He is a great sounding board for ideas, finance questions, hiring decisions, and more, and brings a unique blend of experience to the table. Keith has been advising us for a number of years now and I hope that continues for many more."
Ben Holmquist, Founder & CEO, Penji
“Our revolutionary technology coupled with our complex business model was capable of fundamentally flipping a century of thinking on its head. Keith distilled our value proposition and projected our performance clearly for multiple audiences in a manner able to quickly provide insights across a multitude of differing queries and levels of sophistication. His thoughtfulness was instrumental to securing our initial external funding and positioning us for market entry. I look forward to working with Keith again in the future."
Dan Dockter, CEO, Circular SynTech
“Keith originally provided us with valuable, objective insights on how to build our fast-growing organization for the long-haul. He then quickly pivoted to developing robust, critical financial analyses and strategic guidance, which extended to building investor decks and helping us successfully raise capital. He fit right-in with the team and even changed a skeptical member’s perception of consultants. We value Keith’s combination of creativity and thoughtfulness and look forward to working with him well into the future.”
Mark Shaker, Partner & Founder, Eclectic Collective
“Keith practices what it preaches—innovative solutions at the operating intersections that drive business performance. As demonstrated during his work with us, Keith is an analytical and strategic thought catalyst who helps leaders make better business decisions. We are better positioned today to be more thoughtful and innovative in our work—inside and outside of Finance."
Mike Pritchard, VP of Finance & Chief Financial Officer, University of Colorado Foundation
“From the start, Keith offered very thoughtful insights and creativity—he supported us in creating strategic frameworks that led to our team getting clear on the essence of our ventures through identifying our purpose. One of the signigicant contributions Keith made was to demystify and provide comfort around financial direction and decision analysis. His ability to offer alternate views and challenge existing thinking helped us consider options we previously did not think possible. Keith is true to their word, they helped us ‘discover the nexus between business challenges and opportunities.’"
Patrick Harrington, CEO & Founder, Kindness Collective