This short form is designed to help me understand where you are in your business and what you’re aiming to build—so I can tailor your info session to what’s most relevant and valuable to you. It only takes 5-10 minutes and it ensures our conversation is focused what matters most to you.

This is a no-pressure conversation. There’s nothing to prepare, nothing to commit to—just an honest discussion to explore whether stepping into a strategic CFO role is the right next move for you.