Now booking Q1 2026 engagements — free 30-minute discovery call for qualified leaders

Whitfield Advisory Business Consultant Book discovery call

Strategy · Operations · Transformation

Turn complexity into competitive advantage.

I work with founders and C-suite leaders at growth-stage and mid-market companies to sharpen strategy, fix broken operations, and execute change that outlasts the engagement.

Book free discovery call See a transformation

15+ Years consulting

68 Engagements delivered

Ex-McKinsey Engagement Manager

4.9 Client satisfaction

What I do

Advisory that moves the needle

Growth strategy & market positioning

Where to play, how to win — segmentation, pricing, competitive moats, and board-ready growth roadmaps backed by data.

Operating model & cost transformation

Process redesign, org structure, KPI frameworks, and shared services — without the layoff-first mentality of big firms.

Go-to-market & revenue acceleration

Sales playbook rebuilds, channel strategy, customer success models, and pricing architecture for SaaS and services businesses.

M&A integration & post-deal value capture

100-day plans, synergy tracking, culture integration, and operating model consolidation for PE-backed platforms.

Executive coaching & leadership alignment

CEO sounding board, leadership team offsites, and decision frameworks for founders scaling past $10M ARR.

Featured transformation · SaaS · Series B

How we reset a stalled growth curve and unlocked +38% ARR

A $22M ARR B2B SaaS company had plateaued after Series B. Sales cycles lengthened, churn crept up, and the board was asking hard questions. Internal teams were debating strategy in circles — six months of meetings, no decisions.

Over 12 weeks, I led a full go-to-market diagnostic: 40 customer interviews, win/loss analysis, competitive repositioning, and a new segmentation model. We rebuilt the sales playbook, reset pricing tiers, and aligned the leadership team around three clear priorities.

Within two quarters, net new ARR grew 38%, sales cycle shortened by 19 days, and the company closed its Series C at a 2.4× step-up.

The Whitfield Method

Five pillars of lasting change

Every engagement follows this framework — rigorous enough for the boardroom, practical enough for your team to execute.

Diagnose

Data, interviews, and honest assessment of root causes.

Design

Strategy options with trade-offs — not a single "right answer."

Align

Leadership buy-in and clear decision rights before execution.

Execute

Hands-on work with your team — I don't hand off decks and leave.

Sustain

Capability transfer so improvements stick after I leave.

Trusted by leaders at

TechVenture Northgate Health Summit Retail Atlas Manufacturing Horizon Financial Meridian SaaS

Perspectives

Recent thinking

Jan 2026

Why most strategy offsites fail — and how to fix them

Alignment isn't a one-day event. A practical framework for making leadership retreats actually change behaviour.

Nov 2025

The mid-market operating model trap

How $20M–$100M companies outgrow their structure — and the three org designs that scale without breaking culture.

Sep 2025

Post-acquisition integration in 100 days

What PE-backed platforms get wrong about synergy capture — lessons from 14 integrations.

James cut through months of internal debate in two workshops. We had a clear strategy and board approval within six weeks — something our previous consultants couldn't deliver in six months.

Sarah Chen CEO, TechVenture Inc. · $45M ARR

Before you book

Common questions

What happens on the discovery call?

30 minutes to understand your situation, goals, and constraints. I'll share initial thoughts and, if there's a fit, outline what a scoped engagement could look like. Zero sales pressure.

What size companies do you work with?

Typically $5M–$500M revenue — growth-stage through mid-market. I take a limited number of engagements per quarter to stay hands-on with leadership teams.

Remote or on-site?

Both. Discovery and check-ins are often remote. Workshops and implementation phases typically include on-site time with your leadership team.

How are fees structured?

Fixed-fee projects, monthly retainers, or day-rate advisory — depending on scope. All proposals include clear deliverables and success metrics before you commit.

Turn complexity into competitive advantage.

Advisory that moves the needle

Growth strategy & market positioning

Operating model & cost transformation

Go-to-market & revenue acceleration

M&A integration & post-deal value capture

Executive coaching & leadership alignment

Choose how we start working together

Discovery call

Strategy sprint

Advisory retainer

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