Owner-Operator: Built and scaled a $2M, four-location business
Senior finance + operations leadership across multiple industries
$500K in annual costs identified for a 46-location client
Before Brad advised business owners, he was one. He built and ran a multi-unit operation himself, making payroll, carrying the risk, and living with the outcome of every pricing, hiring, and expansion call. That operator’s perspective is what sets his guidance apart: he’s not handing you theory from a textbook; he’s solving problems he’s already worked through with his own money on the line.
He pairs that with more than two decades in the senior seat: VP of Finance, then CFO, then COO, at companies large enough to be genuinely complex and small enough that every decision mattered. The work was always the same as what his clients face now: turning cluttered financials into clear decisions, finding the operational leaks quietly draining margin, and building systems that let a business grow without breaking.
His approach is collaborative and refreshingly plain-spoken. He works alongside owners rather than over them, translates the numbers into language the whole team can act on, and ties every recommendation back to a decision you’re actually trying to make: what to charge, who to hire, when to expand, or whether to take on capital. No jargon, no 200-page deck nobody reads.
Brad holds an MBA from the University of Florida and dual bachelor’s degrees in Finance and Management Information Systems from the University of South Florida, a finance-plus-systems background that shows up in how he builds reporting owners can actually run on.
He and his wife have four kids; two out in the world and two still under their roof. Off the clock, Brad is usually camping or catching a game.
At Turnpoint Strategies, we partner with business leaders to overcome challenges, streamline operations, and accelerate growth. Our solutions are designed to bring clarity, structure, and measurable results, helping you make smarter decisions with confidence.
Get a monthly close, a cash forecast you trust, and reporting that shows where your margin actually goes.
Streamline workflows, remove inefficiencies, and build scalable systems that improve productivity and operational clarity.
Create a clear expansion roadmap, unlock new opportunities, and build sustainable revenue models that drive lasting success.
At Turnpoint Strategies, your finance and operations help comes from someone who’s owned the decisions you’re facing. Here’s what that gets you:
We have closed the books, made payroll, and owned the forecast. You get judgment from someone who's lived the decisions, not just studied them.
A monthly close, a cash forecast you trust, and a KPI dashboard that tells you what to do next. In plain English, not a 200-page deck.
If we're not the right fit, we'll say so. Every engagement starts with a discovery call, not a contract.
Years of hands-on experience in finance, operations, and growth strategy.
At Turnpoint Strategies, we help business owners grow with clarity, confidence, and measurable results.
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