Ideas
Open the working papers.
Articles, frameworks, and practical guides from my work across diligence, value creation, and transformation.
7 pieces
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Read the article
The Graph Sandwich: Connecting the Business Behind the Numbers
Follow a flat renewal through the work behind it, use AI to investigate across teams, and test whether the fix improves the economics.
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Read the article
ARR as a Living System: Why Exit Readiness Starts Now
Keep ARR connected to the contracts, customer movements, and controls behind it, so exit readiness becomes evidence you maintain while running the business.
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Read the article
Diagnose Your GTM Engine. Then Hit the Gas with AI.
Follow the value chain, find what is holding it back, and put AI to work where it can improve growth and productivity.
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Explore it
How to Build ARR Metrics from the Ground Up
Start with the business model, then work through source data, data quality, methodology trade-offs, movement buckets, monitoring, and MECE diagnosis. Pick your model and the tree adapts.
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Open the guide
Recurring & Reoccurring Quality of Revenue Metrics
Quality-of-revenue metrics for recurring and reoccurring business models, across scale, durability, concentration, efficiency, and predictability. Definition, formula, and insight for each.
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Assess readiness
The ARR Readiness Ladder
Eight dimensions to review before buyer diligence, each with a Bad, Good, and Great ladder. Choose where you honestly sit to track review progress and surface gaps.
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Open the guide
The ARR Diligence Cheat Sheet
One page to walk into the data room ready: the readiness checklist, the do’s and don’ts, questions buyers commonly ask, and the issues that may affect valuation.
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