Leadership Working Session
Half day with your leadership team on clarity, time, and finding your leverage. Then where AI pays off, and where to ignore the hype.
For founder-led operating companies
Your business knows the answers to its biggest problems. I help leadership see it.
In every company I've led, advised, or acquired, I've found the same thing. The business usually already knows what's wrong. Sales knows. Operations knows. Finance knows. Leadership is often the last place where all of those truths finally come together.
I co-founded Good Day Chocolate and spent nearly a decade growing it from formulation through national retail and eventually a sale. Since then I've worked across manufacturing, technology, finance, consulting and most recently as CEO of MRC Polymers. I've made payroll in thin months, moved production, repriced products, raised debt and equity, sold a company, and sat on the other side of the board table.
I enjoy helping founders build stronger businesses. Sometimes that means an advisory engagement. Sometimes an operating role. Sometimes a longer-term partnership. I enjoy building things that last.
Flagship engagement · 30 Day Immersion
In 30 days, we'll have a clear perspective on what's possible.
Not a strategy deck or a generic training. We'll spend the time with you and your leadership team understanding the work, how information moves, and the culture that impacts critical decisions. We'll know where the friction lives and the money is hiding.
4-step process
Walk it
Time with the team. Your selling, planning, buying, making, and shipping, as they really run rather than as the process document describes them.
Find the money
Where better information and better decisions change margin, throughput, or cash. Ranked, with an honest read on the size of each prize and what it takes to get it.
Show the team
Hands-on sessions with your people, using your actual work. Where AI helps, they will have used it themselves by the end, on their own data rather than a demo.
Leave a plan
What to do first, who owns it, what it costs, and just as important, what to ignore.
Three Additional Ways to Work Together
A first look
Hands-on
Team Working Session
Half day with your team on real-world AI training and implementation. Leave putting it in motion, not watching a demo.
Ongoing
Advisor, Operator, Partner
Implementation support, executive partnership, or a longer-term relationship, depending on what the business needs.
Let's start a conversation
Curious to talk to a fellow operator?
I've been fortunate to sit in a lot of different seats over the years. Founder. CEO. Operator. CFO. COO. Board member. Buyer. Investor. Looking at the same business through those lenses usually changes the conversation.
I don't arrive with a playbook or a menu of answers. We spend the time understanding the business, developing a perspective together, and deciding what is actually worth doing.
If that sounds like a useful conversation, tell me a little about the company and what prompted you to reach out. I read these myself and I'll respond personally.
Or email me directly simeon.margolis@gmail.com