CFO · AI Project Lead · Executive Advisor
Turning M&A, AI,
and transformation
into measurable value
I advise executives, investors, and leadership teams on the decisions that determine whether strategy creates value or destroys it — combining active CFO experience, 30+ completed transactions, and hands-on AI implementation.
30+ Completed M&A transactions
20+ Years of executive finance leadership
4 Continents of operating experience
12 Books authored
Colorado Titan 100 in 2025 & 2026 - PhD · MBA · MSA · CPA (Elijah Watt Sells) - MIT AI Certificate - Wharton Executive Education - 5 Languages
What People Are Saying
"This was such an informative, practical, and energetic event!"
— Rebecca Otis Leder about an Event where Michael presented on AI in Finance
"A very insightful look behind the AI curtain!"
— Ralph Destito
"Excellent, I really enjoyed this! Try!"
— Dr. Mary Affee about Michael’s Introduction to How to Start with AI in Your Company
Work with Michael
Three ways to engage
Advisory work is offered selectively, based on fit, scope, and strategic alignment. Every engagement path begins with a complimentary discovery call.
AI Advisory
AI Strategy & Implementation
For leadership teams that need to move beyond AI hype to a coherent strategy, a prioritized roadmap, and measurable results, with particular depth in AI adoption within finance functions.
AI Strategy Session - $399
AI Advisory Retainer — $2,900 / mo
Most Requested
M&A & Value Creation
For executives, investors, and leadership teams navigating acquisitions, integrations, restructuring, or performance improvement.
Executive Strategy Session — $299
Executive Advisory Retainer — $2,400 / mo
Most Selective
Private Advisory Access
On-demand access to senior judgment — via WhatsApp, phone, and video — when a real decision is in motion. Reserved for leaders who have an existing working relationship with Michael. Maximum two clients.
Direct access to Michael
Month-to-month · $9,900 / mo
“Excellent, I really enjoyed this! Try!”
Start with AI. Today. For Free.
A free 20-minute video that gives you a step-by-step plan for starting with AI in your company
Built around a discovery workshop, a ranking system, and a 30-day pilot roadmap
No hype, no vendor pitches — just a practical framework you can use next week
Selected Books & Courses
Learn at your own pace
Latest Thinking
Insights on AI, M&A & Value Creation
A Leader's Guide to AI in Business Development: From Instinct to Intelligence - Read it here
Don't Look at the Wall: What Motor Racing Teaches Us About M&A Turnarounds - Read it here
Don't Lose the Plot: Why the Investment Thesis Is Your North Star in M&A - Read it here