For a long time, my career was primarily in real estate. While I gained a lot of experience, I reached a point where I wanted something different.
I decided to build a long-term consulting practice, moving away from a traditional job structure to a more independent, client-focused model.
This is a quick update on why I made that leap and how I’m approaching this new chapter.
The “Why”
The biggest reason for starting my own consulting practice was to gain time freedom. I wanted to be able to control my schedule and choose the projects that truly interested me, whether it was working with a startup or going back to private equity.
My dream scenario is to have three to six-month engagements where I can go deep with a company, learn about their business, and add value with the financial acumen I’ve developed over the last two decades.
Ultimately, it’s about not having a traditional boss but instead serving a client with a clear, specific need.
I find that clients often value you more than a manager because there’s a clear ask and no vagueness in the request—we have a project, and the goal is to get it done.
The Client Search
To find my first long-term client, I’m using a two-part strategy that combines digital outreach with local networking.
LinkedIn Campaigns
I’ve been running direct outreach campaigns on LinkedIn. Initially, I focused on connecting with recruiters, CPAs, and bookkeepers who might have clients needing my services. Now, I’m also going directly to the source by reaching out to founders and owner-operators who may not have a finance person on their team yet.
Local Networking
I’ve also been active in local networking. I attend events with the Chamber of Commerce and other groups. There’s real value in getting in front of people and talking about what you do. It’s one thing to have an idea on a computer screen, but it’s another to explain it to an actual person with a business and help them understand the value you can offer.
Conclusion
My journey into consulting has been driven by a pursuit of freedom and the desire to apply my skills in a more impactful way.
The path to landing that first long-term client involves a mix of modern digital outreach and traditional in-person networking, both of which are teaching me invaluable lessons about business development.
This process has reinforced that having a clear offer and being able to communicate it effectively is key.
Every conversation, whether online or at a local event, is an opportunity to refine my message and connect with people who need the financial clarity I can provide.
If you’re a business owner looking for strategic financial guidance to help you scale, let’s connect.