Skip to content


Adam Jacobson

Like many great CEOs, you excel at product and sales.

But IT and finance may not be where you want to spend most of your time, and you also know these areas are key to your success.

CEOs hire me to advise on implementing large and complex projects. They typically involve some combination of money, finance, and people. They’re almost always high stakes.

How I work


The first thing we do is meet with the key people on your team to assess what is going on and create a clear understanding of the challenge.


Working in collaboration with you and your core team, we’ll devise a roadmap with anticipated timelines and investments in people, technology, systems, training, and processes.

Execution Oversight

My goal is to empower you and your organization with the skills and tools needed to execute complex projects. I can provide executive project oversight, key employee coaching, and a sounding board for the CEO and key project leaders.

Past Project Examples

Business model restructuring for recurring revenue

My previous company was purchased along with eight others. I led the restructuring of the data center and project-based consulting practice into a recurring revenue SaaS model.

Combining financial data from around the world

Client was part of a role up of financial communication companies around the world. I led the project to integrate financial data from multiple merged companies in the US, UK, and Sweden, allowing the company to meet private equity investor and regulatory reporting requirements.

Getting registers to ring

Client had acquired multiple groups of franchised restaurants. I coached the IT management staff to allow them to move out of the programming details and actually manage their departments, eliminating mistakes that jeopardized sales.

Eliminating six-figure penalties

Better reporting can be a nice-to-have. But for this non-profit, it was absolutely critical. I led the restructuring of the accounting system, reducing mandated reporting from nine months to six weeks, saving the organization hundreds of thousands of dollars in fines.

Cutting through a customers backlog

Client had a custom MRP system with 30 years of legacy code. The combination of legacy code and legacy coders meant that they were waiting six months to get new customers on EDI. We redesigned the interface and eliminated the backlog. Eventually, helped select software to replace legacy systems.

Helping the board understand the budget

New CEO at local JCC had major challenges getting what she needed from her finance team. As voluntary treasurer, I helped rebuild the finance function including hiring a new audit firm and new CFO. Also, focused the board on what numbers really mattered.