watch if you have a great offer but can't seem to close it
15+ years offer and delivery in consulting, exec search, M&A
SMB turnaround success; start-up exit
Published Author
Most advisory firms leave their best deals on the table — not because of what they do, but because of how they pitch it.
The deals you want are already in your network. You're losing them with bad offers and non-existent closing.
Not knowing why your proposal went quiet is worse than rejection. You can't fix what you can't diagnose.
Every month with a broken commercial proposition is costing you hundreds of thousands in sales.
I fix your commercial proposition and help you close.That means your positioning, your pitch, your frame — rebuilt around what a prospect is actually looking for. And when the deal matters, I'm in the room with you.
Advisory, agency and professional services firms
Consulting, training, coaching, events and membership companies
Set-up Fee + Monthly retainer.
I go to work on your proposition, then help you close when the big conversations happen.
"He picked apart our offer document and showed us the psychology behind it — in one session."
— Partner, Family Wealth Office
"Joe helped us understand why our clients buy from us, better position our offer, and close twice as many sales"
— MD, Entrepreneur Community
You're not stuck. You're just the only one in the room.
Things like critical strategy, hires, deals – these are the moments that define businesses. You shouldn't be making them alone.
Indecision is paralysing. Great counsel gets you moving.
Boards without challenge become echo chambers. Good ideas die quietly and bad ones get momentum.
I work with a small number of owner-led businesses as a critical friend.
Board Advisor
Founder / Owner Private Counsel
High stakes decision making and support -- business strategy, hiring, deals, sales and core offers, finance
Advisory, agency and professional services firms
Consulting, training, coaching, events and membership companies
Monthly retainer.
"Joe helped us choose a funding pathway, facilitated succession planning, and guided us through an MBO"
— Dave Rungay, Owner LMR Gear Tech
"Joe provided me direct counsel on a monthly basis on the big levers that move the needle in our business. Over our time together, monthly recurring revenue has doubled and I am freed from the business"
— Letelba Neto, Owner Falcon Media
"Joe has been a critical friend and confidant across my businesses and is fundamental to my core decision making"
— Alex Lockey, Owner AI-Consulting Company
Read my thinking about principles and decision making for business and life.