Engagement Models

Fractional or full-time.
Five mandates. One operator.

Post-acquisition integration. Turnaround & transformation. Scale for growth. Pre-exit readiness. M&A integration. Available as a Fractional COO or embedded Full-Time COO — whichever your situation requires.

✈ Dallas-based · Available to travel to client sites nationwide
🎯 Target company size: $50M–$500M revenue · PE-backed & mid-market
Post-Acquisition Integration Turnaround & Transformation Scale for Growth Pre-Exit Readiness M&A Integration
Entry Point · One-Time
Transformation Diagnostic

Understand exactly what's broken before you spend a dollar fixing it.

Starts at $4,500
One-time · 2 weeks

A structured two-week audit of your operations, systems, and leadership. I interview your leadership team, map your current state, and deliver a prioritized roadmap with clear "fix this first" recommendations. You keep the roadmap regardless.

  • 3 structured leadership interviews (CEO, COO, IT/Ops lead)
  • Current-state assessment across 6 capability areas
  • Prioritized 12-month transformation roadmap
  • AI readiness assessment
  • Executive presentation with top 3 quick wins
  • 30-min debrief call with recommendations
Core Offer · Recurring
Fractional COO

Your transformation executive embedded in your leadership team — part-time, full impact.

From $8,000/mo
3-month minimum

I become your COO — virtual-first with periodic on-site visits. I own the transformation roadmap, govern execution, and sit in your leadership team. AI tools let me deliver in 15 hrs/week what a full-time exec does in 50.

  • 2× weekly leadership calls (strategy + execution review)
  • Async access via Slack/Teams (48hr response SLA)
  • Monthly board-ready operations report
  • Roadmap ownership + vendor/program governance
  • AI-powered requirements, documentation & planning
  • Quarterly deep-dive session (travel reimbursed)
  • ERP, Salesforce, and systems advisory included
Full-Time · Embedded
Full-Time COO

For companies that need a full-time operational executive — not a consultant.

Direct placement
Open to the right opportunity

For PE-backed or mid-market companies navigating a critical inflection point that requires a full-time COO embedded in the business. I bring Fortune 50 operating discipline, 8× founder instincts, and PE operating partner experience — on-site and fully accountable for outcomes.

  • Full P&L and operational ownership
  • Post-acquisition integration leadership
  • ERP modernization & AI transformation
  • 100-day value-creation plan aligned to sponsor thesis
  • Board governance, KPIs & reporting infrastructure
  • Leadership bench building & succession planning
  • Open to PE-backed companies at $50M–$500M revenue
PE Firms · Multi-Portco
PE Portfolio Program

One transformation executive across your entire portfolio.

From $20,000/mo
6-month minimum · 2–3 portcos

For PE operating partners who need a transformation executive across multiple portfolio companies. I run diagnostic and COO-level engagement across your portcos — post-acquisition integration, AI transformation, ERP consolidation, pre-exit readiness — with a monthly operating partner briefing giving you portfolio-level visibility.

  • All Retainer deliverables across 2–3 portfolio companies
  • Monthly operating partner briefing (portfolio view)
  • 100-day post-acquisition IT & ops playbook
  • Vendor consolidation and cost reduction program
  • AI transformation roadmap for each portco
  • Board presentation support
The value case

Why fractional makes financial sense

Full-time COO
$400K+

Annual all-in cost: salary, benefits, equity, and a 6-month recruiting process. A permanent commitment before you know if the role is the right shape for your business.

KStrat engagement
From $8K/mo

Starts in 2 weeks, not 6 months. No equity. No long-term obligation. Scoped to your situation — final pricing confirmed on the strategy call.

What you keep
Leverage

Fortune 50 execution discipline and entrepreneur instincts — without the overhead, the equity dilution, or the risk of a permanent hire at the wrong stage.

Specific pricing is discussed on the strategy call and scoped to your engagement type and company size.

Common questions

What CEOs ask before they sign

How many hours per week do I get?

Typically 12–18 hours per week depending on scope. I use AI tools extensively to multiply that time — requirements that take analysts weeks take me days. You get strategic leadership, not hourly billing.

Do I need to give you access to sensitive systems?

I work at the leadership level — strategy, governance, and execution oversight. I don't need deep systems access to deliver value. We agree on appropriate access based on your comfort level.

What if we already have a CTO or VP of IT?

I work alongside your existing team, not instead of them. Most engagements involve coaching and elevating your internal IT or operations leader — not replacing them. I bring the strategic layer above them.

How long does a typical engagement run?

The minimum is 3 months. Most clients stay 9–18 months. The Diagnostic often converts to a Retainer. I build toward your team not needing me — that's the goal.

Are you open to industries outside CPG and manufacturing?

Yes. My core credentials are in CPG, manufacturing, and PE-backed mid-market companies — but operational transformation is industry-agnostic. If you have a $20M–$300M business with execution challenges, let's talk.

Not sure which tier is right for you?

Book a 30-minute call. I'll tell you exactly what I'd recommend — and why — based on where you are right now.