My Story

My early career included work as a CPA with Price Waterhouse, and two stints with large companies as a Regional VP of Accounting & Finance. These roles introduced me to the world of $500 million acquisitions and $200 million operating budgets. As exciting as it sounds, those early experiences felt like underachievement. I held enormous responsibilities but struggled with two things. First, I lacked confidence. Second, as one of the first members of my family to go to college I had no vision of what my career could be.

Two things happened that changed everything. First, my employer selected me to help improve company performance. We started with workshops at our 300-person location and expanded to work with people from multiple locations and countries. This reawakened a passion for growth and learning for me. I became increasingly obsessed with organizational dynamics and the psychology of why people do what they do. Second, I was accepted into Leadership Nashville and joined the Board of the Nashville Area Chamber of Commerce, which exposed me to successful people and organizations throughout the city.

Turnaround Time

My career took off when I stepped into a role running physician practices for a company in the Physician Practice Management (PPM) industry and found I excelled at operations. I was eventually promoted to CEO in a turnaround effort. While we had $40 million in revenue and saw several hundred thousand patients annually, we had a high burn rate and limited cash reserves. The team rallied and we stabilized the company in 10 months flat.

However, during that period the entire PPM industry imploded. With limited growth avenues to pursue we eventually sold our remaining practices and I transitioned out of the company to launch A2B Advisors. Over the next several years I steadily grew the business, focusing on private and investor backed growth companies. In mid-2010, I made the difficult decision to resign from three long-term retainers, park A2B Advisors and accept the role of CEO at Entrada.

Exit Strategy

At the time, Entrada had just over $100,000 in recurring revenue. We sunset our existing platform and built out a mobile app on the iOS and Android platforms that allowed doctors (and later nurses) to engage with their Electronic Health Record (EHR) without a loss in productivity. We grew an incredible team and culture that led to many regional best places to work awards and national recognition from Modern Healthcare as the 18th best supplier to work for in the United States. We received patents for innovations we developed on the Apple platform. We made the Inc. 500 as the fastest growing company in Tennessee. In 2017 we achieved a successful exit. After staying through an agreed upon retention period, I transitioned out in 2018 to relaunch A2B Advisors.

My career has been a journey of great growth. I continue to evolve in my understanding and application of the psychology of success. The lessons I have learned , both from what I did right and from what I wished I had changed, have helped me develop a planning and execution system that helps companies develop an action orientation and dramatically accelerate growth. I look forward to sharing it with you.

Click here to learn more about the A2B Playbook.

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