Work With Joe
Services & Pricing
Straightforward engagements. No retainer traps. No junior associates. You get Joe — directly.
1-Hour Consultation
$250
Per session
Focused. Actionable. Honest.
Overview
A dedicated hour with Joe to tackle your most pressing business challenge. Come with your hardest question — in finance, operations, strategy, M&A, capital structure, or organizational design — and leave with a clear, experienced perspective and actionable next steps.
Ideal For
Business owners, CFOs, founders, and executives who need a trusted sounding board without a long-term commitment.
What's Included
- 60-minute video or phone consultation
- Pre-session intake form to maximize our time
- Direct, unvarnished advice grounded in real-world experience
- Follow-up summary notes within 24 hours
- No sales pitch — just honest guidance
Board Member
Contact to Discuss
Compensation varies by engagement
Governance. Oversight. Strategic Counsel.
Overview
Joe brings the financial leadership, operational depth, and governance experience of a seasoned CFO to your board. Having navigated public company compliance, major acquisitions, and multi-industry operations, he provides the kind of independent oversight that protects and grows shareholder value.
Ideal For
Growth-stage companies, family-owned businesses, and private equity-backed firms seeking an experienced independent director with CFO-level financial expertise.
What's Included
- Independent board director role
- Financial oversight and audit committee participation
- Strategic planning input and challenge
- M&A and capital structure advisory
- Executive team mentorship and accountability
- Network access across Chicago business community
Long-Term Advisor
Contact to Discuss
Monthly retainer or project-based
Partnership. Continuity. Results.
Overview
An ongoing advisory relationship that provides sustained strategic guidance, financial discipline, and operational accountability. Joe becomes a trusted extension of your leadership team — available for regular check-ins, critical decisions, and the kind of deep institutional knowledge that only develops over time.
Ideal For
Companies navigating growth, transition, or transformation who need consistent senior-level financial and operational guidance without the cost of a full-time executive.
What's Included
- Regular scheduled advisory sessions
- On-call availability for urgent decisions
- Financial strategy and planning support
- Operational review and improvement
- Leadership team coaching and development
- Customized scope based on your needs
Areas of Expertise
What We Can Work On Together
Why Work With Joe
Experience You Can't Replicate
Most consultants have read about the challenges you're facing. Joe has lived them. He has managed the treasury of a NASDAQ-listed global manufacturer, guided a beloved Chicago brand through growth and transformation, and navigated a $256 million acquisition from the inside.
When you work with Joe, you get direct access to that experience — no junior associates, no boilerplate frameworks, no wasted time. Just honest, practical guidance from someone who has been in the room when it mattered most.
Get in Touch