How We Work

Practical. Collaborative. Tailored to You.

Our Approach

We Meet You Where You Are—Then Help You Get Where You Want to Go.

Whether you’re preparing for an eventual exit or pursuing aggressive growth, our work together is rooted in alignment, execution, and impact. There’s no standard playbook—just deep experience, candid dialogue, and a shared commitment to results.

The Albemarle Process

Step 1: Assess & Align

We start by understanding your business, personal goals, and vision of success. This includes a readiness assessment, key metrics review, and discovery conversations with leadership.

Step 2: Strategize & Prioritize

We collaborate to define your strategy and prioritize the highest-impact opportunities. Whether it’s scaling operations, filling talent gaps, or preparing for transition, we focus on what moves the needle.

Step 3: Execute & Optimize

I lead or support execution alongside your team—filling fractional C-Suite roles as needed, mentoring key players, and embedding financial and operational discipline across the business.

Step 4: Position for Transition

We ensure your business is positioned for optionality—whether that’s stepping back, selling, or scaling further. You gain clarity, control, and confidence in what comes next.

What It’s Like to Work Together

From Insight to Action—Without the Bureaucracy.

  • You’ll work directly with me—not a junior associate or off-the-shelf consulting team.
  • I bring 30+ years of experience as an owner, investor, and advisor to growth-focused businesses.
  • I’m fully committed to your goals and accessible when you need insight, perspective, or a second set of eyes on key decisions.
  • I serve as a collaborative partner in strategy and execution—helping you align priorities, drive progress, and get real traction without unnecessary complexity or overhead.
  • You stay in control—I help you move forward with clarity, structure, and confidence.

Ready to see where your business can go next?

Clarity. Confidence. Control.

Clarity

We help you define your goals: financial, operational, and legacy.

Confidence

Together, we craft a strategy backed by data, insight, and decades of experience.

Control

You stay in the driver’s seat, with the tools, team, and plan to execute and adapt.