How much of your organization lives in one person’s head?

Constant heroics are no way to operate. A person is not a plan. Clearwater Shift helps small businesses and nonprofits reduce key-person risk, build sturdy operational scaffolding, and plan for smooth transitions so your mission runs on durable systems, not good luck.

Who We Are

Clearwater Shift is built for people who are brilliant at their work and ready to shift their focus away from the operational weeds. You bring the passion; I’ll bring Wall Street-grade operational discipline, legal fluency, and cross-sector experience. For small businesses and nonprofits, Clearwater Shift offers serious help delivered by someone who won't make anyone feel bad for needing it.

The hard parts are my favorite parts.

How we work

Engagements can be defined-scope projects, strategic advisory retainers, or embedded fractional COO support. The first step is a conversation to determine the right starting point for you.

The relationship is fully tailored to your models, outcomes, and priorities. Though “lawyer” and “Wall Street” often evoke rigidity coupled with a vaguely mercenary outlook, our collaborators genuinely seem to enjoy the meetings.

“Outstanding (and fun to work with)” — a collaborator

Ready to talk?

Is something keeping you up at night? Got a mess you can't untangle? Tell it to me straight. I promise, I've seen worse.