About

Hi, I'm Brad! I’d like to share my 15+ years of finance and company-building experience to help you and your startup scale. I’ve lived the full arc—from building the first financial model for early-stage startups to navigating multi-billion dollar valuations and 20x revenue growth.
I’m not a high-level advisor who just drops a slide deck and leaves.
I’m a hands-on fractional CFO with an MBA and a CPA (inactive) background. I’ve managed the day-to-day accounting, built the infrastructure from scratch, and led the room in high-stakes Board meetings.
Having executed over $2B in M&A and capital raises, I’ve sat on every side of the table. I’ve survived the brutal due diligence processes of sophisticated buyers and investors, so I know exactly what they are looking for when they look under your hood.
Today, I partner with founders and CEOs to turn their finance function into a competitive advantage. I use modern AI tools to deliver the kind of financial infrastructure and tactical clarity that used to require a full in-house team. Let’s get your numbers right so you can build with confidence.
What that looks like in practice:
- Financials & SaaS Metrics: Reporting and forecasting that are actually useful—built for fast decisions, not just checking an accounting box.
- Monetization Strategy: Partnering with you to design pricing and packaging models, then operationalizing them into your CRM and billing systems.
- End-to-End Fundraising & Exits: Managing the entire process—from the initial model and data room to negotiation and close.
- Scalable Infrastructure: Getting your finance and accounting foundation built right from the start.
- AI-Native Systems: Using modern tools to eliminate manual work, lower costs, and accelerate insights.
I get into the work, build things that last, and stay close to the business.