Cathy primarily works with founder-led and small to mid-sized businesses, as well as boards and ownership groups, who have reached a point where the business is growing—but becoming more complex to manage.
She is often engaged when:
- Growth is occurring, but feels harder than it should
- Financial information exists, but is not driving clear decisions
- Leadership teams are capable, but not fully aligned
- The owner is carrying too much of the business
- There is a desire to scale, bring on investors, or prepare for a future exit, but no clear path forward
Cathy helps address these challenges by bringing clarity to the numbers, alignment to the team, and structure to execution—so the business can perform more consistently and with less friction.
Her work focuses on improving how the business operates today while also strengthening what it will be worth in the future. This includes increasing profitability, improving cash flow, reducing operational risk, and building a more scalable and transferable organization.
Throughout her career, Cathy has delivered measurable results, including:
- Increasing revenue by 300% through expansion within existing client relationships
- Driving multi-million dollar cost savings through improved structure and accountability
- Transforming businesses into more consistent, year-round revenue models with strong retention
Cathy is known for her collaborative, people-centered approach. She works closely with leadership teams as a trusted thinking partner—someone who listens carefully, understands the realities of the business, and helps leaders move forward with clarity and confidence.
What distinguishes Cathy is her ability to quickly understand both the numbers and the dynamics behind them—bringing clarity, alignment, and practical next steps that leaders can act on immediately.
Who She Works With? Cathy partners with:
- Founder-led businesses looking to scale without increasing complexity or dependence on the owner
- Small to mid-sized companies experiencing growth challenges, operational friction, or inconsistent performance
- Boards and ownership groups seeking greater visibility, alignment, and accountability
- Organizations preparing for growth, investment, or exit, and wanting to build value intentionally
When to Engage Cathy
Clients typically engage Cathy when they know the business can perform at a higher level and want help getting there. This often includes situations where:
- Growth is becoming more difficult than expected
- Decision-making lacks clarity or confidence
- Leadership alignment needs strengthening
- Operational complexity is limiting performance
- Profitability, cash flow, or scalability need improvement
- Future plans—such as scaling, recapitalization, or exit—require better preparation
Cathy works side-by-side with owners and leadership teams to bring clarity to the business, improve performance, and build companies that are stronger, more valuable, and better prepared for what's next.
Cathy helps business owners build companies that run better today—and are worth more tomorrow.