Strategic Advisory and Business Ownership · Cape Cod, Massachusetts · Working nationwide When your business needs a better way to run, or you need a business of your own.
For 15 years I was a paramedic and flight paramedic, trained to assess quickly and lead under pressure. For the next 15, I led operations, procurement, and supply chain in healthcare and federally funded research and graduate education, often brought in to stabilize regulated operations and build the processes, systems, and controls that keep them running. Today I bring that same discipline to owners whose companies have outgrown how they operate, and to executives and senior professionals ready to build something of their own.
Paramedic and flight paramedic, 15 years · Operations and supply chain leader, 15 years · MBA · Business owner · Pipedrive implementation partner
Prefer to talk? Call 508 299 5200.
- 15 Years in EMS
- 15 Years in Operations and Supply Chain
- MBA
- Certified Franchise Consultant (CFC)
- IFPG Member
- BBB Accredited Business
- Falmouth Chamber of Commerce Member
- Pipedrive Premier Partner
- Zoho Affiliate
- Dripify Partner
For owners whose business has outgrown how it runs.
Costs moving the wrong way, vendors creating risk, processes that depend on one person, a leadership gap, or a sales pipeline nobody trusts. As a business advisor, I help owners and leadership teams fix problems like these by bringing order out of chaos: clear processes, the right systems, and people who know what happens next. I scope the work around the problem, not a package.
Advisor, implementer, or interim leader.
Some owners need an outside view and a clear plan. Others need someone to do the work alongside their team. And some need a fractional or interim COO while they fill a leadership gap. We decide together which one fits.
Fractional and interim COO →Operations, procurement, systems, and growth.
- Operations and process improvement
- Procurement and vendor management
- Supply chain and contracts
- Pipedrive CRM implementation
- Zoho One implementation
- Fractional and interim COO
- Growth readiness
The problems in this section are ones I was accountable for inside large organizations in healthcare and federally funded research and graduate education, long before I advised owners on them. That operating experience, backed by an MBA, is what I bring to your business.
A sales pipeline your team will actually use.
I’m a Pipedrive Premier Partner through PartnerScaleHub, an authorized Pipedrive distributor. You get one point of contact for the whole job, from licenses to support after go-live.
The work starts with how your team actually sells. Pipedrive is then set up to match it, so follow-up stops depending on memory and the forecast means something.
Need more than a sales pipeline? When the whole company needs one connected system across CRM, marketing, service, operations, and finance, I also implement Zoho One. The platform follows the problem, not the other way around.
I do this because I am one.
Leaving a senior corporate role is a high-stakes decision. I help you stay steady, weigh your real options, and choose a path you can stand behind. The operating experience that fixes businesses also helps people choose the right one and run it well.
If you are done with corporate, were laid off, or were offered a buyout, we start with you: your goals, your capital, the role you want, and how much risk you can take. Then we compare the paths that fit, including how you would finance them (SBA loans or ROBS). I guide you as someone who has been through it, not as a salesperson. Sometimes the honest answer is not now.
Prefer to talk first? Book a Corporate Refugee call →
Explore Corporate Refugee →
Compare business ownership options →
Buying a business →
Working with a franchise consultant →
Laid off or offered a buyout? Read this first →
Six ways to work for yourself.
Paramedic, operations leader, MBA, business owner.
My career began as a paramedic and flight paramedic. After 15 years, an accident ended that career, and I reinvented myself in hospital administration, earned a business degree in supply chain operations and later an MBA, and built a 15-year second career in operations, procurement, and supply chain across healthcare and federally funded research and graduate education before going into consulting and business ownership. As a paramedic I was the one called to the emergency; in operations I was the one called in when an organization needed stabilizing. The setting changed, but the job never did.
Running my own business taught me the rest: self-employment is not your old job without a boss. You have to find the work, price it, negotiate it, deliver it, and get paid.
Clarity before activity.
The same discipline I relied on as a paramedic, applied to your company or your next move. No pitch and no predetermined answer.
Worked with me?
A quick Google review helps other business owners and career changers find the right help.
Common questions
Who do you work with?
Two groups. Strategic Advisory clients are owners and leadership teams with an operating problem: process, procurement, vendors, systems, leadership capacity, or a sales pipeline that needs a CRM like Pipedrive. Corporate Refugee clients are executives and senior professionals considering business ownership or self-employment, often after a layoff, a buyout, or a long run in corporate.
Can you sell Pipedrive licenses, or only set it up?
Both. I’m a Pipedrive Premier Partner through PartnerScaleHub, an authorized Pipedrive distributor, so I can provide the licenses and handle installation, implementation, training, and ongoing support. See how Pipedrive implementation works.
Where are you located, and do you work outside Cape Cod?
Plan B and C, Inc. is based on Cape Cod, Massachusetts. I work with Strategic Advisory and Corporate Refugee clients across the country, and most of the work is done virtually.
What happens on the first call?
We talk about where you are, what you are trying to accomplish, and whether Plan B and C is the right place to help. If it is not, I will tell you.
Do I have to buy a business or a franchise?
No. Deciding not to buy, or not yet, is a legitimate outcome. The goal is a sound decision, not a transaction.
How is Plan B and C paid when a franchise or business is involved?
Plan B and C may be compensated by a franchisor or another party when a transaction is completed. That relationship is disclosed up front, and you are never required to buy anything. Read the disclosures.
Start with a conversation.
Working through an operating problem, or thinking about going out on your own? Book a call, and we will work out the right next step together.
Or call 508 299 5200 · Contact page