Services & Expertise


As an experienced COO and CFO, Patrick can help you execute on your business success in a variety of ways. You can engage Patrick for individual activities on a project basis or to act as your COO and/or CFO on a consistent part-time ("fractional") basis, adapting with your requirements as needed.


  • CEO & Leadership Team Business Partner - Integrating the leadership team and increase the organization's capacity
  • Business Plan preparation or assessment
  • Board Management
  • Strategic Planning - followed-up with tactical execution
  • Mentor & Coach for team development
  • Identify and manage your KPIs


  • Prepare a simple yet robust financial model for your business that tells your story and helps you sleep better at night
  • Cash management and planning
  • Work with your bookkeeper to ensure that you are getting the right information at the right time in the right way
  • Prepare and manage your cap table
  • Integrate the data & metrics from your business operations with your financial results

Human Resources

  • Recruiting
  • Offer Letter execution - including negotiations if desired
  • Terminations
  • Compensation guidance and assessment
  • Design, assess and manage your employee stock option plan (ESOP)
  • Incentive designs & execution

Sales & Revenue Operations

  • Drive and manage your sales team through pipeline management and sales cadence process
  • Help your sales team win deal by working with them on deal structures
  • Identify and manage the key metrics for your sales & marketing success, seamlessly integrating these with the financial results
  • Sales team incentive design & execution

Customer Deals

  • Pricing - B2B, B2B2C, B2C, channels, software solutions, hardware, services
  • Terms & Conditions
  • Draft, review and negotiate customer contracts

Financing, Fundraising & Exit Planning

  • Compile and manage due diligence material
  • Assist with fundraising efforts - pitch preparation, participation and negotiations
  • Identify and achieve key milestones to ensuring that the organization is driving increasing enterprise value with a long-term view of financing needs
  • Establish or manage debt options (if appropriate)

Information Technology

  • Establish the right tools at the right time to help your team be as efficient and productive as they can be
  • Identify and work with 3rd party service providers to support your internal technology needs

Purchasing / Procurement / Vendor Management

  • Identify and optimize supplier spend on tools, services and technologies
  • Negotiate with vendors