Clarity for Founders. Confidence for What’s Next.

You’ve built something from nothing. Now the real work begins - scaling smart, exiting well, and protecting what you’ve earned.

That’s where I come in.

I bring 32 years of experience advising founders and business owners through high-stakes financial transitions. I grew up in a family business with 25 stores across Texas, worked every job in it, and learned firsthand what it takes to grow, lead, and eventually let go.

At Pinnacle Wealth Advisory, I focus on:

1. Clarifying the Business Side
We uncover blind spots (financial) through business analysis and transition planning. Then we can bring in the right CFOs, CROs, and systems to scale or sell with confidence.

2. Structuring the Personal Side
From investment management to tax and estate planning, I align your personal wealth strategy with your long-term vision. My CIMA® certification reflects a rigorous standard of investment advice, financial planning, and fiduciary excellence - earned through intensive education, experience, and ongoing ethical commitment.

3. Guiding the Transition
Whether you’re preparing for an exit, generational succession, or just more time off, I help you make confident, tax-aware decisions...before, during, and after the transition.

My comprehensive approach includes business valuation analysis, tax planning modeling, succession planning, and post-sale wealth management. I collaborate with top-tier tax attorneys, CPAs, estate planning attorneys, and investment bankers to create customized solutions aligned with each client’s goals.

As a fiduciary advisor, I work solely in your best interest. My process integrates everything from complex tax modeling to legacy planning, always grounded in your goals and values.

If you’re a business owner thinking about what’s next, I’d be glad to talk.

Doug Greenberg

t'order America

t'order is an innovative technology solution designed for the restaurant industry to enhance the customer experience by enabling seamless digital menu browsing and order placement.

Chief Executive Officer

LeadershipCures

A B2B professional services/global advisory firm specializing in capital-efficient growth strategies and operational effectiveness. We work with investors, owners, and executives to unlock growth potential and rapidly improve net profit in businesses with revenues ranging from of $10 to $250 million.

Our team of F-Chief Strategy Officers, F-Chief Operating Officers, and Operating Advisors partner with executive leadership across multiple teams (Marketing, Sales, Operations, Finance, People, IT/Tech, Delivery, Account Management) to identify strategic initiatives and improve operational effectiveness/efficiency, unlocking scalable expansion.

Implement process enhancements with executive leadership and subject matter experts to optimize operational effectiveness/efficiency and improve margins.

Lead change management initiatives focusing on execution accountability through clear objective and key performance indicators (KPIs).

Align revenue growth with the internal operations necessary to support current and future growth objectives.

Catalyte

Catalyte is an AI-enabled workforce company. Its proprietary technology uses 500+ data points to discover and develop high-potential talent. As a result, Catalyte offers employers tenacious, high-performing talent that increases productivity, quality and diversity metrics while reducing the total cost of talent. By redefining hiring and elevating ability over resumes, Catalyte transforms individuals, companies and communities.

Advisor

Deputy

Shareholder

A global B2B SaaS workforce management technology used in 100+ countries and loved by 1.4 million shift workers.

Build out GTM and Operations infrastructure for rapid growth in US market. Led operational efficiency and synergy across marketing, sales, operations, delivery, implementations, finance, account management, HR, Legal and developed strategic partnerships with industry leaders like Apple and ADP. 

Hired the leaders, established our operating model, developed KPIs, reporting, processes, procedures and technologies to support scale. 

10x Growth Over $100m in Series A & B funding.

President

Force Management

A B2B professional services firm that develops elite sales teams and tomorrow’s revenue leaders by delivering cross-functional alignment, customized programs and revenue acceleration platforms to drive revenue.

Advised executive teams on development of go-to-market strategies & value selling messaging, enhancing sales and marketing effectiveness.

Directed change management initiatives, facilitating alignment among cross-functional teams for cohesive value messaging and operational execution.

Coached senior leaders on effective leadership techniques to implement transformative strategies and embed transformational vision within company culture.

Advisor to C-Suite Leadership

MarketSource Inc.

A B2B services firm that designs and operationalizes sales and customer experience solutions that are purpose-built and tech-enabled to deliver measurable improvements in business outcomes.

Led strategic planning, corporate innovation, and operations  for a $300+ million B2B Professional Services organization.

Drove business transformation and change efforts for overall high-volume Talent Acquisition (Recruiting) business function (15k hires/year)

Collaborated with executive leadership team to implement strategic initiatives that substantially contributed to organizational growth from $75 million to $300 million.

Vice President, Strategy & Operations

Senior Executive managing complex client relationships, P&L owner, responsible for strategy and operational performance of 3,000 employee sales and marketing outsourcing business, including client services (operations), recruiting, and innovation services groups. 

Grew the business from $52 to $64 million in ARR (23% increase).

Vice President, Operations

Led operations and delivery of sales and marketing services, implementing customer focused sales discipline and processes to help leading electronics manufacture sell more, faster while deliver superior client value and 20:1 ROI.

Scaled the team from 900 to 1,800+ sales and marketing professionals representing multi-billion retail sales channel with 95% - 150% quota attainment.

Grew the business from $17 million to $32 million in ARR (88% increase).

Executive Director, Client Services

Developed and launched innovative field-based sales and marketing program for world's leading telecom company across North America in top 25 US Markets with a team of 125 people. 

Developed the strategy and operating model, hired the Management Team and Field Reps, established KPIs, variable compensation plans, performance management system. 

Launched and grew the service from $0 to $10 million in less than 12 months.

Director of Client Services

Home Depot, Inc.

Directed strategic change initiatives across operational, sales, and marketing disciplines under executive sponsorship, enhancing organizational effectiveness and improving market share position by 320 BP in a $1.1 billion category.

Developed a leadership training program in conjunction with company Presidents, resulting in strengthened leadership talent pipeline.

Leadership Program

Candiate for Governor

• Personally recruited by the sitting Attorney General to lead political operations for his campaign for Governor in Virginia. 
• Hired staff, managed budgets, developed campaign strategy and executed operations. 
• Led and orchestrated activities of teams of hundred of paid political operatives and volunteers throughout the Commonwealth. 
• Record fundraising set for a Republican candidate for Governor.

Campaign Manager

Wild River Outfitters Inc

• Start up and launch of an outdoor adventure sports company. 
• Developed new revenue streams by way of new products and services. 
• Extended the retail business into services: guide services for half day, full day, multi-day excursions and also extended the business with new revenue streams by launching instruction services to teach the sport of kayaking. 
• Developed innovative partnership with global adventure travel provider to offer international trips around the world. Profitable in year one and scaled to a team of 45 people.

Managing Director

I help CEOs unlock growth, transform companies, and scale rapidly | CEO | CSO | COO ✨ Book a Free Strategy Session ⬇️

As a growth-driven executive, I thrive on helping businesses overcome challenges, solving big problems and driving meaningful change.

Understanding what's holding you back (in life and in business) is the key to getting a big push forward and unlocking breakthrough results in growth. Using a proven process and method, I can help your business find your limit to growth, optimize for it, collaborate around it, and uplift your business performance to get to the next level of growth.

While not all change is an improvement, all improvement requires change. I thrive collaboratively working with executive leadership teams to develop and execute strategic initiatives, leading high-performing teams through change & transforming companies to get to the next level of growth - rooted in driving operational excellence, delivering outstanding client experiences and accelerating net profit.

Proven track record driving revenue growth (Full P&L Ownership):

✅ Built & launched new services group from scratch:  $0  -> $10 million (<1 year)
✅ Lead B2B Professional Services team through high growth:  $17  -> $32 million (in one year)
✅ Expanded B2B Services Division: $52 -> $64 million
✅ Scaled a B2B SaaS Tech company: 8k -> 80k customers (10x growth)
✅ Re-engineered & Implemented new Operating Model: 20% revenue improvement (in 60 days)

Specialties:  Building Operational Excellence, Strategy Development & Initiative Leadership, Business Innovation, Value Proposition, Leadership and People Development, Change Management, Project Management (PMO), Rapid Growth/Scaling Strategy and Execution, SaaS growth, Client/Customer Success, B2B Services, Problem Solving, Analysis, Theory of Constraints (TOC) Practitioner

taplio

The Battle

Doug Greenberg

Jason Walker

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