Senior Fractional Executive and Advisor. Advise Middle-Market Business Owners on Growth, Profitability and Exits. Specializes on distributed operations, including retail, distribution, and hospitality.

Starting with the customer’s experience, Bill’s approach is based on a core tenet: first be effective, then be efficient. He listens and learns about the mission, approach, and customers, and then guides in the development of a roadmap to achieve company goals. He collaborates with you to realize them.

Backed by 30+ years of experience and a network of over 40+ advisors (CFO, COO, CMO, M&A), we evaluate your company by focusing on your business model, market, management, and money. Fast growing businesses often outgrow their initial model. Our evaluation process will help you focus on improvements that will help you work ON your business and not IN your business. Frequently companies rely on technology upgrades to solve known problems. This is a step in the right direction, but over half of these projects are compromised or fail completely. Why? Because simply implementing technology does not create success. For full payback on technology investments, your team must adopt the technology.

Bill has guided businesses that have from $1M to $31B+ in annual sales. They include Ace Hardware, Advance Auto, Amazon, Disney Stores, Hilton (Promus) Hotels, IBM, Jewel-Osco,  Lowes, Marriott International, Rite Aid, Walmart, and Zale. There are many companies under $10 million he has advised.

Typical Engagements

• Advise on the development and implementation of technology projects from inception to full implementation, focusing on key benefits to deliver results in a more effective and efficient manner.
• Turn around failing technology projects.
• Advise on the development and implementation of company operation’s key measures to deliver on-going improvement in operations.
• Develop solutions to improve sales.
• Develop steps to reduce costs.

Previous Accomplishments

• For a large online retailer designed and implemented strategic scheduling and productivity system to increase productivity in line with corporate objectives.
• For a big-box chain ($30B+) turned around underperforming department to deliver outstanding results while reducing headcount by over 25%.
• For six $B retailers turned around failing technology implementations, all in the multimillion and two in the $40M+ of project costs while delivering key benefits in a quicker timeframe.
• For a $7M route sales company designed, developed, and implemented new strategic sales system that resulted in 25%+ productivity gain.
• For a hospitality chain of 300+ properties designed a key performance indicator system to enable near real-time adjustments to increase operating revenues and reduce costs resulting in improved profits.
• For a hospitality chain of 300+ properties as a team member reimagined back-office operations to improve productivity and operating profit.
• For $2B auto-parts chain developed a board level benefits analysis to justify the project and extended feature set to add $80M of margin.
• For a small software company, developed a benefits analysis that enabled the company to exit, selling the firm for $6M to a large fast food franchise operation.
• For a home-improvement chain developed a methodology to take ideas from inception to full implementation.