A TRUSTED ADVISOR FOR YOUR BUSINESS

You are THE expert at your business!

If you run a small business, you know it inside and out. You’re steeped in it, passionate about it and know every little corner of it. This depth of knowledge is your superpower!

Yet at times it may also get in your way, keeping you stuck in the same pattern, unable to breakthrough to the next level and drive greater levels of success & fulfillment.

a trusted advisor Can Be a Game-changer!

We meet you where you are, working alongside you to really understand YOU and your business; becoming acutely aware of your goals, your vision and your challenges. Then we collaborate with you to develop a personalized plan for your company; overcoming challenges, building processes, and developing strategy in a tangible, action-oriented way.

Ultimately we help you steer the ship towards a successful business strategy, increased profitability and reduced stress for you as the business leader.

We Offer:

  • Strategic Business Planning

  • Fractional COO Services

  • Operational Consulting & Support

  • Executive Coaching

  • Financial Analysis and Modeling

Reach out to schedule a free 30-minute consultation.


Dan Browdy, Trusted Advisor

I believe that all small business leaders deserve an experienced trusted advisor to help them get to the next level, and feel GREAT doing it!

My Passion:

Helping entrepreneurs and small businesses thrive!

For over 20 years I have collaborated with entrepreneurs and small business leaders to help them get to the next level. I know the common challenges across multiple industries, the critical processes, and how to look at business from a strategic action-oriented perspective. I specialize in collaborating with small businesses to develop clear strategic plans, and execute them in a lean, organized manner. Working together, we will not only solve business challenges, we will grow strength in every team member as they engage in the work.

Reach out and schedule a free 30-minute consultation.

  • Industries: Manufacturing, Healthcare, Ecommerce, Medical Devices, Consulting

    Areas of Expertise: Coaching, Operations, Marketing, Sales, Manufacturing, Analysis, Financial Modeling, Systems, HR, Amazon

    Dan’s LinkedIn


Common Challenges…and Successes

Client Pain Points:

  • Lacking clear business strategy

  • Needing operational stability

  • Gaps in financial models & analysis

  • Stalled sales

  • Operating at a loss

  • Feeling STRESS & frustration

  • Lacking trusted experienced leader to help

Solutions We’ve Implemented:

  • 3-year strategic plan developed & implemented

  • Financial systems developed & profits improved

  • Brand & marketing plans implemented

  • Multi-level sales funnel driving 3X website visitors

  • Product diversification driving additional revenue

  • Expanded sales channels

  • Strategic hiring plan implemented


Kind Words from my Clients:

  • Dan has been instrumental in helping to bring our business to the next level. His years of experience and business acumen coupled with his ethical and personal approach has helped us to build a working roadmap for our business, driving traffic, sales and overarching efficiencies. Dan provides a birdseye view and forward-thinking perspective that is crucial for any small business owner struggling to balance the urgent with the important issues. I can't recommend him and his services enough

  • As a solo entrepreneur, I wear all the hats in my business. Last year I was working hard to offer my clients high-quality services while trying to scale my business with little success. I felt extremely overwhelmed and didn't know where I should be putting my resources.

    That all changed for me when I started working with Dan! Dan has walked me step by step through the strategic planning process, and we have co-created an action-oriented plan that feels straight-forward and feasible to take my business to the next level. I feel empowered and excited to be an entrepreneur again! Best of all, I have already seen meaningful results from our work together such as an uptick in clients, a new group program I've launched, as well as a cohesive and powerful brand that guides everything I do now.

    Dan is smart, kind and direct. He truly cares about my well being and the success of my business, and he does an amazing job of taking the mystery out of effective marketing. I really enjoy my business planning sessions with Dan and will continue to work with him to scale my business to new heights!

    C.D

  • Dan’s broad exposure and intimate familiarity with businesses from both a management and operational perspective is unique in a variety of ways - his clear and working knowledge of “abstract” business management principals are always directly related and integrated into the real and practical "nuts and bolts" dimensions of operating a business.

    His real-world experience and understanding of branding and marketing strategies have propelled us forward in unprecedented ways and continue to improve and expand our exposure and presence in the marketplace. Not only does he build ongoing checks and balances into any plan we might implement - he consistently creates follow up and monitoring strategies that allow us to gauge results and tweak or adjust our plan in real time.

    I love the way Dan is able to synthesize concepts into a working practice - he can take a good idea- his own , or someone else’s, and find ways to “make it real”. He has had a direct and verifiable impact on improving our web site, our branding and our internet presence, which continues to improve the amount of traffic to our site thereby increasing our profitability.

    His guidance and suggestions concerning aspects of our shop's functionality have sped up turn-around and delivery times, reduced redundancies and “wasted motion issues” and as a result directly improved the attitude and morale of our shop staff.

    In addition to his many talents, Dan is a pleasure to deal with. He effectively communicates his ideas and is approachable and cued in to the people around him. Dan genuinely enjoys what he does and his enthusiasm is infectious. His upbeat, sensitive and insightful perspective has been an enormously beneficial influence on our business.

    M.K.

  • There's a moment each week I fondly call the “Dan moment”. It's the little window of time directly after closing the Zoom/Skype call when due to confidence instilled, guidance provided and sage advice shared by Dan, you feel acutely prepared to address the most pressing issues facing your business. And while the Dan moment is fleeting, the residual effects can last for days and even weeks, spurring you on to complete jobs that have always felt unattainable and giving you a near-zen state of mind to let the daily struggles roll off your back while focusing your attention towards a long term strategy of success.

    L.K.

  • I have used other strategic consultants in the past. The end result too often being a bound report that sits on a shelf gathering dust. Our disappointment also stemmed from the significant upfront cost that we invested along with our precious internal time and energy that we allocated to their overall process. On the flip side, the strategy maps that Dan and his team created became a living, breathing document that served as a roadmap to our future success. Their team took the time to really understand our business, its success factors, scalability, and the obstacles in our way.

    S.S.