We didn't build this in a lab. We built it inside real operating companies — thirteen years of sitting with owners, fixing margins, and learning what actually moves performance. The Performance Loop is that experience, turned into a system.
25+ years in financial and operating strategy for growing businesses. Started as a fractional CFO, realized the real gap was upstream — seeing what causes results, not just reporting them.
Jeff runs the client work: the driver maps, the monthly cycles, the facilitated reviews. When the pricing page says a named senior operator signs the analysis and answers for it — for most engagements, that's him.
Speaks at Venture Café Philadelphia · Mentors through Accelerators Organization · Partnered with PIDC · Temple University's Fox School of Business
LinkedIn
CFO of the Year, Philadelphia Business Journal (2020). Finance and operations leader who also builds the technology. The rare combination of someone who understands why a business works and can encode it into a system that runs every week without losing fidelity.
Julian builds and operates the machinery behind the loop — the live views, the weekly production, the discipline that keeps every cycle on schedule.
LinkedInFull bio coming soon.
“We help companies figure out how their concept can be translated into the metrics that matter to help them effectively manage performance…”
“My vision was the same from day one — find ways to remove the fog of ambiguity that small business owners constantly are under…”
Featured discussing how small businesses can move from reactive financial management to proactive performance clarity.
We run on what we sell. The management system we install for clients is the management system we run ourselves — cycle time, action closure, and forecast reliability, measured and reviewed. And we track our own forecast error against actuals. Ask your current advisor for theirs.