Rick is an advisor and consultant to business owners within high growth organizations that are typically $1M - $50M in annual revenue. In addition, he works with the boards of several non-profits. Since 2014, his primary focus has been in helping clients align their strategy throughout their organization, and then to drive execution and change management long-term. In addition, Rick helps organizations to develop the financial, operational and human capital infrastructure needed to deliver on the organization’s objectives. Rick is the developer of the 360 Business and Technology Platform, which integrates a visual SAAS method of creating and implementing strategy with a guided process to ensure execution and ongoing adjustments. In addition, he is the author of the 2020 Research Report “Delivering Performance: What are the key predictors of success for small to medium-sized businesses?”In 2009 Rick co-founded Sonoma Risk Management, where the organization developed a first of its kind and patent pending insurance product. The Company was able to raise capital, expand operations nationally and was eventually sold to a publicly traded Argo Group. Rick has over 20+ years of experience scaling companies and growing sales in strategic, financial and operational roles and has been apart of several capital raises and company exits. Client engagements in Los Angeles, New York, Chicago, Vancouver and Germany within industries such as software/technology, entertainment, financial services, exploration, health and wellness, and healthcare.