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Services Offered

Scaling a services business is rarely linear. Revenue can be lumpy, margins are nuanced and decisions often need to be made with imperfect information.

OLM Advisory partners with agencies, consultancies and technology-enabled service firms to bring clarity, discipline and leverage to pricing, profitability and financial decision-making.

Where appropriate, I incorporate AI-enabled tools to accelerate analysis, surface insights and improve decision quality — always paired with experienced judgment and practical execution.

With nearly 20 years of experience across creative, technology and professional services organizations, I operate as a true thought partner — not just a financial technician. Engagements are flexible, and adapt as your business evolves.

  • Strategic finance leadership to support growth, decision-making and accountability. The goal is to ensure that financial decisions align with both near-term execution and long-term goals.

    Offering includes:

    • Financial strategy and long-range planning

    • Capital allocation, tradeoff and risk assessment

    • Forecasting and scenario modeling

    • Founder and executive decision support

    • Investor, lender and stakeholder readiness

  • Turning financial data into clarity and control. The goal is simple: create financial systems, workflows and governance that support better decisions — not just reporting for reporting’s sake.

    Focus areas include:

    • Budgeting and cash flow visibility (Datarails, Pigment)

    • KPI definition and performance dashboards (Tableau, Power BI)

    • Margin, pricing and cost structure analysis

    • Capacity, utilization and profitability modeling

    • Monthly and quarterly performance reviews

  • Supporting the unique dynamics of service-based businesses. This work is especially valuable for agencies and studios navigating growth or change, requiring financial stability/predictability or staying competitive in a dynamic environment.

    Strategy and support includes:

    • Project and client profitability analysis

    • Value based pricing optimization

    • Growth planning without margin erosion

    • Scaling operations without financial blind spots

    • Problem-solving unique business challenges

OLM Advisory works best with:

  • Founder-led marketing, creative and technology firms

  • Professional services businesses between ~$5M–$20M in annual revenue

  • Teams preparing to scale, professionalize financial operations or improve profitability

  • Leaders who value clarity, accountability and long-term thinking