Are you a business owner who feels like you're constantly putting out fires instead of leading strategically? You've built a successful company, but growth has created new challenges that require systematic solutions.
Financial foundation first approach
Build accountability without micromanaging
EOS, Scaling Up, or custom systems
Strategic vision with operational expertise
Serving businesses nationwide across the United States
The Strategic Business Consultant Who Understands Both Vision AND Execution
As a former CFO, I start every engagement with financial assessment. Strategy comes AFTER understanding the financial reality.
I adapt to what works for your business, not my preferred methodology.
Every recommendation is tied to measurable business outcomes and financial impact.
Comprehensive solutions for growing businesses ready to systematize their success
Transform your leadership team meetings from reactive fire-fighting to proactive strategic planning. I facilitate quarterly planning sessions, annual strategic reviews, and leadership team development to create alignment and accountability.
Learn MoreWhether you're interested in EOS (Entrepreneurial Operating System), Scaling Up methodology, or need a custom operating system, I help you implement frameworks that drive consistent execution and measurable results.
Learn MoreDevelop your leadership team's ability to work together effectively, make decisions efficiently, and hold each other accountable for results. Perfect for growing companies where informal systems are breaking down.
Learn MoreSpecialized expertise in service companies across key industries
Strategic planning for operational efficiency and growth
Performance measurement and systematic improvement
Team structure optimization and business development
Leadership development and framework implementation
20 Years Financial Leadership | 7 Years as CFO | Strategic Business Consultant
After spending 20 years in financial leadership roles, including 7 years as a CFO, I founded Brightline Advisory Services to help business owners build companies that thrive systematically rather than just survive day-to-day.
My experience includes leading finance teams, facilitating strategic planning, implementing business operating systems, and helping leadership teams align around common goals. I understand the unique challenges of growing businesses because I've been in the executive seat making those same decisions.
Learn More About My BackgroundEvery growing business reaches a point where informal systems need to become systematic processes. The question is whether you'll address this proactively or wait until problems force your hand.
📧 david@brightlineadvisory.com
🌐 brightlineadvisory.com
📍 Serving businesses nationwide across the United States