Bellingham, Washington, United States
I help business owners, executive leaders, and their teams resolve the frustration of running, growing and transitioning their business. I deliver transformational coaching experiences to leaders and their teams. With over 30 years of leadership and strategic development experience, I have a proven track record of building sustainable, growth-oriented organizations in various industries. My mission is to help business leaders clarify their vision, align their execution strategy, establish a unified team, and instill a culture of cohesive accountability. I use proven frameworks and processes that become a customized business operating system, focused on achieving professional and personal objectives. As a Certified Exit Planning Advisor and a Certified Pinnacle Business Guide, I also work with owners to quantify their readiness to transition and help them optimize a successful exit on their terms. I am passionate about empowering leaders to resolve frustration and execute with confidence.
TD Partners delivers transformational coaching experiences to leaders and their teams. We teach, train and coach business leaders to build a unified team, clarify their vision, and inspire a culture of accountability so they can executive with confidence. As a Certified Exit Planning Advisor I work with owners to quantify their business, personal, and financial readiness to transition and help them establish an action plan to optimize a successful transition on their terms. All business leaders have goals and dreams, let's talk about how we can help you achieve yours.
Responsible for leading operations of Canada's largest, 35 year-old, floriculture operation. Worked directly with CEO/Owner to clarify the vision, converted to strategy, and built a leadership team to execute from four locations in British Columbia and Alberta serving western Canada and Pacific Northwest US serving nearly 250 retail/wholesale locations. Annuals, perennials, tropical and indoor foliage crops produced and shipped from 4.5M Sqft of greenhouse facilities.
In this executive role, I built on my previous role by providing company oversight for scaling and completing the ‘B’ round of funding. Reporting to the Board of Directors, I was responsible for adding financial oversight and operations to primary sales and marketing deliverables, in addition to facilitating and empowering key team members to execute strategies and initiatives to reach established targets and objectives. KEY ACHIEVEMENTS: • Oversaw three rounds of funding while growing the company from $300K to $8M annually • Implemented enterprise software system, integrating all aspects of production, inventory, sales and finance • Stabilized and consolidated operations including restructuring seven-figure production contract to optimize cash position • Expanded lead generation initiatives doubling pipeline, including closing two additional marquis customer contracts: Walmart and MGM Grand Resorts International • Delivered Japan product and certification in conjunction with channel partner, leading to $500K initial sale • Helped steer the company as it was awarded IoT Start-up of the Year by IoT World
In this executive role, I was tasked with directing sales, marketing, and corporate development as the third executive member of the founding team. I accomplished this by managing initial growth-stage sales and marketing strategies to define the minimum viable product and complete the product market fit by category to national accounts. I also prepared market insights and analyses, leading to a successful A round of funding led by international, strategic agreements for the first 18 months. KEY ACHIEVEMENTS: • Penetrated all top 10 target accounts, personally completing introduction and initial sales to Fortune 500 companies • Facilitated team in achieving 3-year revenue target ($5M) in just 24 months • Led start-up marketing development and all communications tools to include PR and digital marketing initiatives • Steered go-to-market strategy, presented to shareholders and led channel strategy, including the contract development and execution of our first $6M enterprise sale to Costco • Established presence in Las Vegas, securing Master Services Agreement with MGM Resorts international in collaboration with state economic development consortium • Spearheaded initiatives to advance from “0 – 1” completing POC with key logos; Fetzer Vineyards, Mister Carwash, Whole Foods, Walmart, The Home Depot, and Wegmans • Identified, negotiated and established critical hardware partnership with ultrasonic meter supplier leading to implementation design and workflow pivot that greatly improved value proposition ($500K in Japan)
Driven by my passion for helping business owners win back some freedom and enjoy their businesses. I helped leadership teams clarify their vision, establish a cohesive team, create a strategy supported by simplified priorities and achieve objectives by using data to instill a culture of accountability. KEY ACHIEVEMENTS: • Led process to guide CEO and leadership team in defining objectives, aligning responsibilities, implementing communications plan and increasing conversion percentage • Helped a company achieve significant contract bookings and record year for both revenue and profit, surpassing $20M for first time in the company’s 18-year history • Directed a $15M family business to realign team, define growth strategy, implement financial controls, and refocus divisional resources, securing new GM and geographic market expansion; this company eventually achieved 25% growth in revenue and incremental margin improvement
In this executive sales leadership role, I was responsible for restructuring the sales department to align operational focus with core objectives and redefine quality, operational and logistical standards within the first 9 months. During my time in this role, the company was in growth and transition mode; I was specifically brought in due to my expertise relating to processes and pricing. KEY ACHIEVEMENTS: • Transitioned from external to internal account team, integrated 3rd party analytical practices and streamlined outdated processes to secure 30% cost reduction • Developed and implemented a field service program partnership to cover 3 western states, reducing credits by 35% while improving order processing efficiency by nearly 20% • Led product development including Garden Tile® introduction, producing 30% CAGR over four years and syndicated for national distribution • Penetrated a national account, capturing $1M in incremental revenue while deflecting competitive advances with strategic enhancements in process, delivery and targeted products • Quarterbacked business recovery initiatives highlighted by sound replenishment and fulfillment practices, field service, and renewed product quality standards. We eventually outpaced our competitor and won back majority within 6 months, awarded 70% of the market in the following year