ScaleWerks is the world's leading business accelerator for mid-life, middle-market companies. The process, SmartScale™, is a proven, data-driven protocol that focuses companies on achieving sustainable scale through achieving category leadership and a business model that can support sustainable scaling. The firm works shoulder-to-shoulder with leadership teams that are dedicated to accelerating enterprise value and the vision to achieve sustainable scale. The SmartScale™ Protocol:• delivers exponential enterprise value increases • accelerates profitability through sustained scalability• generates its own capital for investment in the scaling process• energizes the organization to achieve Category Leadership, attracting high lifetime value customers As a result, companies that SmartScale™ find they sustainably scale company value – even during radical changes in the economic environment.

Bio::Neos revolutionizes the intersection of science and technology, understanding that as an expert in your field, you need more than just a solution – you need a partnership that elevates your work. We recognize the unique challenges faced by scientists venturing into technology. Our approach is rooted in deeply understanding your project's complexities, prioritizing a process-driven methodology over preset solutions. This ensures your scientific vision is not just met but amplified, avoiding the common pitfalls of rigid or vague development plans. Integral to our approach is a strategy for achieving sustainable scaling, ensuring that we build into the technology a data flywheel that provides you insights into how to accelerate solution adoption and achieve sustainable scale. As you scale, our solutions evolve to bolster efficiency, adaptability, and continuous innovation.At the heart of Bio::Neos is a commitment to collaborative innovation. Our team, with substantial expertise in the life sciences, excels in creating custom-built platforms that embody a blend of IT proficiency, scientific acumen, creative exploration, and deep insight into scale through category leadership. We work shoulder-to-shoulder with you to develop and execute a dynamic, adaptive roadmap. With Bio::Neos, your scientific pursuits are transformed into intuitive, practical, category-leading solutions, bridging the gap between your expertise and technological execution and achieving sustainable scaling.

OCD Solutions LLC is revolutionizing the powersports and marine industries with our advanced cloud-based ecosystem. DealerPoint gives dealership users access to comprehensive tools and analytics, empowering them to optimize operations, make data-driven decisions, and drive profitability. Our collaborative platform, VendorPoint, enables third-party stakeholders to contribute their expertise, developing tailored tools and insights to strengthen dealership partnerships. Join us at OCD Solutions and unlock the full potential of your powersports or marine business.

The ScaleWerks Holdings Model represents a radical departure from the “Traditional Private Equity Model” - it represents a new way of enhancing generational wealth through Long-Term Sustainable Value and Profit Creation for a Select Group of LP’s. Our goal is to build a long-term investment relationship with a Select Group of Individuals, Family Offices, Institutions and Foundations that share our beliefs. Our SmartScale protocol unlocks Exponential Scale in target markets, categories and industries that delivers long-term scaling results well beyond traditional PE models. We started ScaleWerks because the “Private Equity Group Think” focus on cost takeout and “every dollar we spend hurts our return mindset” will never produce Category Leaders like an Apple or an Amazon, which capture 76% of their category value. Our proprietary protocol focuses on Customer Lifetime Value that delivers exponential returns versus PE where 2-3x is celebrated. We have used our data driven approach and our 150+ years of operating experience to create a new category and disrupt traditional Private Equity. Additionally, our approach better aligns with our select group of exceptional investors, through our feeless structure, ability to opt-out of a particular investment, and dedication to sustainability.

Board member of various privately held, high-growth firms.

As practice manager, supported the integration of the SmartScale process into the ForteOne approach to corporate performance improvement, The result - a proven, guaranteed approach to corporate value acceleration.

Auctus Group, Inc is a multi-faceted financial group specializing in merger & acquisition advisory; institutional private placements of debt and equity; financial restructuring; valuation; and strategic consulting. The Growth Advisory utilizes the ScalWerks protocol to scale mid-market client companies.

At MeBox we grow sustainable communities for course based businesses that want to find and keep more members. We are recognized as the global experts in helping course-based businesses find and keep more members so they can grow their authority, community, revenue and profit.

As equity investor grew two acquisitions to achieve significant exit returns, and successfully liquidated one acquisition that could not achieve its strategic goals.

As contract executive, took over leadership of one troubled company, implemented a successful turnaround process, and sold the firm.

Business Operations assessment and revitalization/new process design & implementation