Fractional · Embedded · Advisory · Project-based
Senior operating leadership, structured for the way your company grows.
Six disciplines, one operating philosophy: share accountability for outcomes, not deliverables. Engaged by founders, boards, private equity sponsors, and executive search partners — as a fractional executive, embedded operating partner, advisor, or project lead.
Fractional Executive Leadership
Senior operating leadership engaged on a fractional, interim, or advisory basis — Fractional COO, Chief Strategy Officer, or Chief Revenue Officer. Designed for companies that need a seasoned executive in the leadership seat without the cost or commitment of a full-time hire, and structured cleanly for direct engagements as well as placements through executive search and advisory networks.
- Fractional COO / CSO / CRO
- Interim executive coverage
- Strategic advisor to the CEO and board
- Operating cadence and leadership team enablement
- Board and investor communications
- Talent assessment, hiring, and succession planning
Growth & GTM Execution
Most companies at this stage have more opportunity than capacity. I help build the revenue strategy, pricing architecture, channel mix, and sales infrastructure required to evolve from founder-led selling into a repeatable, measurable growth engine — and stay engaged until the results are demonstrated in the numbers.
- ICP, positioning, and category strategy
- Pricing architecture and revenue model design
- Channel build — direct, partner, distribution, retail
- Sales infrastructure, pipeline, and playbooks
- Launch planning and commercialization
- Revenue forecasting and KPI accountability
Operations & Infrastructure
Scaling from $3M to $10M+ typically requires a meaningful evolution of the operating model. I provide hands-on operational leadership — across supply chain, organizational design, processes, and the management cadence that holds the company accountable — so the business can grow beyond founder dependency while protecting margin and quality.
- Operating cadence and weekly/quarterly rhythms
- Supply chain, procurement, and fulfillment
- Margin recovery and unit economics
- Org design, senior hiring, and succession
- Process design, SOPs, and systems
- Cross-functional execution leadership
Capital & Investor Readiness
Whether the next step is a capital raise, a strategic partnership, or a sale, the business should be well-prepared before going to market. I help shape the financials, narrative, and diligence materials, and run the process alongside ownership so capital is secured on favorable terms.
- Investor narrative and pitch development
- Financial model, KPI packaging, and reporting
- Data room build and end-to-end diligence prep
- Cap table strategy and use of proceeds
- Investor targeting and process management
- Strategic partnership and M&A readiness
Product Development & Commercialization
End-to-end product leadership — from idea to shelf. I translate a concept into a protected, manufacturable, market-ready product, managing the design, IP, sourcing, and contract manufacturing partners required to launch and scale.
- Concept development and validation
- Intellectual property strategy and protection
- Prototyping, design, and R&D
- Material sourcing and supply readiness
- CMO and contract manufacturer management
- Vendor negotiation and launch execution
Corporate Structuring
Architect the legal, equity, and operating structure that protects the founders, attracts capital, and scales cleanly. I work alongside legal and tax counsel to align corporate design with where the company is actually going.
- Entity structure and holding company design
- Equity, cap table, and incentive plan strategy
- IP holding and licensing structures
- Subsidiary, JV, and operating-co setup
- Governance, board, and reporting frameworks
- Pre-transaction and reorganization planning
Signature Engagement
Growth Opportunity Blueprint
Most businesses have growth opportunities hiding in plain sight. The challenge is knowing which ones are worth pursuing — and how to convert them into measurable enterprise value.
Broadview Holdings helps founders, CEOs, investors, and leadership teams identify, evaluate, and execute high-potential growth opportunities — across new products and service lines, market expansion, marketing initiatives, strategic partnerships, operational improvement, and IP-driven upside. I bring an operator's lens to uncover what could move the business forward, and an investor's discipline to decide which moves are worth making.
Discover
Executive briefing to understand the business, surface an initial high-potential growth opportunity, and frame where enterprise value could be unlocked.
Assess
Quantify market potential, revenue upside, operational feasibility, required investment, and value creation impact through an operator's lens.
Validate
Pressure-test the opportunity against GTM strategy, customer demand, competitive dynamics, execution risk, and capital efficiency.
Build
Translate the opportunity into a concrete plan — product, operations, vendors, prototypes, inventory strategy, and milestones owners can execute against.
Launch
Commercialize and operationalize with fractional operating leadership engaged through implementation and into measurable results.
Step One
Executive Briefing
A focused working session in which Broadview shares an initial growth opportunity tailored to the business, framed around where enterprise value could realistically be unlocked.
Step Two · Paid Engagement
Growth Opportunity Blueprint
A structured evaluation of market potential, GTM strategy, operational requirements, capital needed, expected upside, execution risk, and a clear plan to convert the opportunity into enterprise value.
Step Three · Optional
Implementation Support
Hands-on execution where Broadview leads or supports product development, prototypes, vendor sourcing, launch planning, early inventory, commercialization, and ongoing fractional operating leadership.
Built for founders who want growth, CEOs who want execution, PE operators who want value creation, and investors who want disciplined upside with a concrete plan.
Request a Briefing