The CCG Difference
Crews Consulting Group is designed for growing companies that are ready to scale. We work with 7-figure businesses looking for their first $10M, $20M, or $50M year.
• By Entrepreneurs, for Entrepreneurs℠
We may be a consulting company, but we're practitioners at heart. As entrepreneurs and business owners who run our own companies, we use the systems and tools we teach every single day. We’re in the trenches with you: learning, growing, and sharing insights based on real-world experience.
• Curated Resources
When you're a growing entrepreneur, it's tough to find amazing resources at the right price point. We work with world-class partners who focus on small to medium size companies. They understand your goals, your needs, and your budget. And our firm's integrated approach ensures that our partners are aligned with your vision for your business.
• 14 Elements of a Successful Business
Crews Consulting Group's proven process, the 14 Elements of a Successful Business, is every entrepreneur's roadmap to increasing revenue, profitability, and the salable asset value of your company--and enjoying the ride along the way.
GUARANTEE
You want to be confident that working with us is a sound financial investment.
That’s why we guarantee our work: if you are unhappy with a session or don’t find it valuable, you won’t pay for it. It’s that simple.
Interested in learning more? Let's chat about how we can help your business.
Team
Our talented team has the experience and expertise to help you build a better business. Whether you’re working with your GROWTH consultant or one of our specialized partners, we’re here to deliver the right resources exactly when you need them. Many of us own businesses or lead organizations, so we understand the full range of considerations you bring to the table as an entrepreneur, business owner, or CEO.
When you need to solve a problem or execute a new initiative, our team members are ready to collaborate on a solution that’s tailor-made for you. We believe that good people should know other good people, and we’re proud to partner with the best people out there to serve our clients.
To learn more about working with any of our team members, contact us at info@crewsconsultinggroup.com.
Our Executive Team
Eric Crews
Founder & President
Eric is the Founder and President of Crews Consulting Group. He is passionate about helping clients grow their companies. Eric’s expertise comes from his 8 years as a Certified EOS Implementer® and his decades of experience as a successful entrepreneur. He has helped 100+ organizations become more profitable—while streamlining operations and improving quality of life for the entrepreneurs that run them.
Eric has helped turn many chaotic, underperforming businesses into well-oiled, revenue-generating machines. He works with clients in a wide range of industries, including technology, finance, marketing, manufacturing, education, and construction.
After nearly a decade of using EOS, Eric and the Crews Consulting Group team built their own operating system. GROWTH debuted in 2021 with a laser focus on helping companies increase revenue, profit, and salable value.
Eric knows the power of a strong business operating system firsthand because he has successfully implemented them in his own organizations. He is the CEO of CE Painting, an Inc. 5000 honoree and one of the largest commercial painting businesses in New England, and owner of Collegiate Entrepreneurs Painting Services, which helps college students in New England develop the skills they need to successfully run their own small businesses. Eric’s ongoing leadership in these companies keep him connected to the entrepreneurial world, which makes him a better coach and ensures that he models the constant adaptation that business owners must embrace to successfully grow.
Eric holds a Bachelors in Economics from St. Mary’s College of Maryland. He’s an avid fundraiser for the Special Olympics and the Dana Farber Cancer Institute. Eric enjoys sailing and running, and he has completed 4 Ironman triathlons and several marathons.
President and Founder
Eric is the Founder and President of Crews Consulting Group. He is passionate about helping clients grow...
Eric Crews
Founder & President
Eric is the Founder and President of Crews Consulting Group. He is passionate about helping clients grow their companies. Eric’s expertise comes from his 8 years as a Certified EOS Implementer® and his decades of experience as a successful entrepreneur. He has helped 100+ organizations become more profitable—while streamlining operations and improving quality of life for the entrepreneurs that run them.
Eric has helped turn many chaotic, underperforming businesses into well-oiled, revenue-generating machines. He works with clients in a wide range of industries, including technology, finance, marketing, manufacturing, education, and construction.
After nearly a decade of using EOS, Eric and the Crews Consulting Group team built their own operating system. GROWTH debuted in 2021 with a laser focus on helping companies increase revenue, profit, and salable value.
Eric knows the power of a strong business operating system firsthand because he has successfully implemented them in his own organizations. He is the CEO of CE Painting, an Inc. 5000 honoree and one of the largest commercial painting businesses in New England, and owner of Collegiate Entrepreneurs Painting Services, which helps college students in New England develop the skills they need to successfully run their own small businesses. Eric’s ongoing leadership in these companies keep him connected to the entrepreneurial world, which makes him a better coach and ensures that he models the constant adaptation that business owners must embrace to successfully grow.
Eric holds a Bachelors in Economics from St. Mary’s College of Maryland. He’s an avid fundraiser for the Special Olympics and the Dana Farber Cancer Institute. Eric enjoys sailing and running, and he has completed 4 Ironman triathlons and several marathons.
Marshall Gibbs
Chief Operating Officer
Marshall Gibbs is a seasoned Chief Operations Officer and Chief Technology Officer with a passion for growth using organization, process and technology to scale profitably. Marshall was most recently the President and COO of Target Data, a People-based Marketing Agency. He was responsible for operations as well as analytics, applications, and infrastructure.
Prior to Target Data, Marshall was the CTO of Targetbase, where he led the design of integrated marketing solutions for measurable customer engagement. He also served as CTO and CIO at Information Resources, Inc., where he developed a new core technology offering, directed all IT infrastructure, applications development, program portfolios, and product/service offering development, and served as GM for the company’s Loyalty Analytics business.
Marshall is an author of 20+ patents and patents pending in transportation and data science for analytics. He is a graduate of the University of Florida with a degree in Computer Systems and holds a Master’s Degree in Business Administration.
Chief Operating Officer
Marshall Gibbs is a seasoned Chief Operations Officer and Chief Technology Officer with a passion for growth...
Marshall Gibbs
Chief Operating Officer
Marshall Gibbs is a seasoned Chief Operations Officer and Chief Technology Officer with a passion for growth using organization, process and technology to scale profitably. Marshall was most recently the President and COO of Target Data, a People-based Marketing Agency. He was responsible for operations as well as analytics, applications, and infrastructure.
Prior to Target Data, Marshall was the CTO of Targetbase, where he led the design of integrated marketing solutions for measurable customer engagement. He also served as CTO and CIO at Information Resources, Inc., where he developed a new core technology offering, directed all IT infrastructure, applications development, program portfolios, and product/service offering development, and served as GM for the company’s Loyalty Analytics business.
Marshall is an author of 20+ patents and patents pending in transportation and data science for analytics. He is a graduate of the University of Florida with a degree in Computer Systems and holds a Master’s Degree in Business Administration.
Steve Chunias
President of Finance Division
Steve Chunias is President of the Finance Division for Crews Consulting Group, where he leads a team of finance consultants committed to driving business growth. With over 20 years of experience in the finance industry working for multimillion dollar firms, Steve has mastered financial management and strategic planning. Among Steve's countless achievements throughout his career, Steve is most proud of successfully selling 4 businesses in which he was a principal and helping small to midsize companies raise over 1 billion dollars in bank financing and equity.
Steve holds a M.B.A. in Finance, a B.S. in Accounting, and is a CPA in the Commonwealth of Massachusetts. He has taught Accounting at the University of Massachusetts and participates annually in the Pan-Mass Challenge to raise funds for cancer research.
President of Finance Division
Steve Chunias is President of the Finance Division for Crews Consulting Group, where he leads a team of finance consultants...
Steve Chunias
President of Finance Division
Steve Chunias is President of the Finance Division for Crews Consulting Group, where he leads a team of finance consultants committed to driving business growth. With over 20 years of experience in the finance industry working for multimillion dollar firms, Steve has mastered financial management and strategic planning. Among Steve's countless achievements throughout his career, Steve is most proud of successfully selling 4 businesses in which he was a principal and helping small to midsize companies raise over 1 billion dollars in bank financing and equity.
Steve holds a M.B.A. in Finance, a B.S. in Accounting, and is a CPA in the Commonwealth of Massachusetts. He has taught Accounting at the University of Massachusetts and participates annually in the Pan-Mass Challenge to raise funds for cancer research.
Kristen Sweeney
Head of Marketing & Content Partner
Kristen is responsible for planning and executing major projects for all three Crews companies. Her eclectic background includes careers as a musical theater performer and a yoga teacher. She has a love of organization, a soft spot for streamlining workflows, and a passion for getting things done. Kristen also works in content development and brand messaging, where she helps people create written content that reflects their professionalism and expertise.
Kristen holds two degrees from the University of Florida, a BFA in Musical Theater and a BA in Medieval Studies, and a Masters in Music from the Boston Conservatory. Outside of work, Kristen is spending time with her husband and daughter, taking a yoga class, or reading a book.
Head of Marketing & Content Partner
Kristen is responsible for planning and executing major projects for all three Crews companies. She has a love of organization...
Kristen Sweeney
Head of Marketing & Content Partner
Kristen is responsible for planning and executing strategic marketing initiatives for CCG. Her eclectic background includes careers as a musical theater performer and a yoga teacher. She has a love of organization, a soft spot for streamlining workflows, and a passion for getting things done. Kristen also works in content development and brand messaging, where she helps people create written content that reflects their professionalism and expertise.
Kristen holds two degrees from the University of Florida, a BFA in Musical Theater and a BA in Medieval Studies, and a Masters in Music from the Boston Conservatory. Outside of work, Kristen is spending time with her husband and daughter, taking a yoga class, or reading a book.
Our Consultants
Jay Bacrania
GROWTH Consultant
Jay decided to join Crews Consulting Group after working with Founder Eric Crews and experiencing an operational and management transformation inside his own company. Jay is the Owner and CEO of Signet Education, a boutique educational services company that has provided academic mentorship to thousands of students since 2005. His organization has become one of the premier tutoring companies in the United States, with a reputation for quality and excellence.
After spending years reverse engineering processes and tools to run a better business, Jay discovered the Entrepreneurial Operating System (EOS). With Eric’s guidance, he implemented EOS into his organization. A natural teacher and coach, Jay took the next step of sharing EOS with other business owners by becoming an EOS Implementer in 2019. While Jay has a great love of EOS, he was more than ready to help Crews Consulting Group build its own proprietary business operating system, GROWTH, to help clients achieve even greater success.
As a GROWTH consultant, Jay brings a wealth of experience to the table: he has spent over a decade running Signet Education and over two decades mentoring students and families. He loves working with entrepreneurial teams to navigate challenges and grow their organizations. No two days are ever quite the same, and he’s experienced for himself the ability of a well-run business to shape people’s lives in a personal and meaningful way.
Jay holds a Bachelor’s degree from Harvard College and attended Berklee College of Music on a full scholarship for jazz performance (trumpet).
Growth Consultant
Jay decided to join Crews Consulting Group after working with President and Founder Eric Crews...
Jay Bacrania
GROWTH Consultant
Jay decided to join Crews Consulting Group after working with Founder Eric Crews and experiencing an operational and management transformation inside his own company. Jay is the Owner and CEO of Signet Education, a boutique educational services company that has provided academic mentorship to thousands of students since 2005. His organization has become one of the premier tutoring companies in the United States, with a reputation for quality and excellence.
After spending years reverse engineering processes and tools to run a better business, Jay discovered the Entrepreneurial Operating System (EOS). With Eric’s guidance, he implemented EOS into his organization. A natural teacher and coach, Jay took the next step of sharing EOS with other business owners by becoming an EOS Implementer in 2019. While Jay has a great love of EOS, he was more than ready to help Crews Consulting Group build its own proprietary business operating system, GROWTH, to help clients achieve even greater success.
As a GROWTH consultant, Jay brings a wealth of experience to the table: he has spent over a decade running Signet Education and over two decades mentoring students and families. He loves working with entrepreneurial teams to navigate challenges and grow their organizations. No two days are ever quite the same, and he’s experienced for himself the ability of a well-run business to shape people’s lives in a personal and meaningful way.
Jay holds a Bachelor’s degree from Harvard College and attended Berklee College of Music on a full scholarship for jazz performance (trumpet).
Kris Kaplan
GROWTH Consultant
Kris Kaplan is the been-there-done-that business coach who inspires entrepreneurs and their leadership teams to dream bigger and then make it happen. This ain’t your granddad’s management consulting.
Kris’s no bullsh*t approach keeps entrepreneurs, business executives and high-performing individuals focused and innovating. He’s not a CEO, he’s a Common Everyday Overachiever. His bucket list is jam packed with things that raise the bar, inspiring others to build outstanding companies and purpose-driven lives. He graduated from the Rochester Institute of Technology with an emphasis in Entrepreneurship/Entrepreneurial Studies.
GROWTH Consultant
Kris is the been-there-done-that business coach who inspires Entrepreneurs...
Kris Kaplan
GROWTH Consultant
Kris Kaplan is the been-there-done-that business coach who inspires entrepreneurs and their leadership teams to dream bigger and then make it happen. This ain’t your granddad’s management consulting.
Kris’s no bullsh*t approach keeps entrepreneurs, business executives and high-performing individuals focused and innovating. He’s not a CEO, he’s a Common Everyday Overachiever. His bucket list is jam packed with things that raise the bar, inspiring others to build outstanding companies and purpose-driven lives. He graduated from the Rochester Institute of Technology with an emphasis in Entrepreneurship/Entrepreneurial Studies.
Ryan Villanueva
GROWTH Consultant
Ryan is the co-founder of Best Delegate, a K-12 education company that creates student leaders through Model United Nations. As an entrepreneur and business consultant, Ryan has hands-on experience helping businesses achieve growth, profitability, and maximum impact.
Ryan decided to join Crews Consulting Group as a consultant after experiencing the power of a business operating system firsthand. He initially used EOS to strengthen his team and streamline operations inside Best Delegate. A lifelong learner, Ryan became an EOS Implementer in 2021 and transitioned to becoming a GROWTH Consultant under Crews Consulting Group’s new business operating system in 2021.
Ryan is a member of the Boston chapter of the Entrepreneurs’ Organization (EO), having previously served as the organization's President. A highly sought-after consultant, Ryan routinely advises the United Nations, national governments, foundations, and school districts. Ryan holds a B.A. in Political Science from Yale University and lives in Somerville, MA.
GROWTH Consultant
Ryan decided to become an EOS Implementer after seeing how EOS strengthened his team...
Ryan Villanueva
GROWTH Consultant
Ryan is the co-founder of Best Delegate, a K-12 education company that creates student leaders through Model United Nations. As an entrepreneur and business consultant, Ryan has hands-on experience helping businesses achieve growth, profitability, and maximum impact.
Ryan decided to join Crews Consulting Group as a consultant after experiencing the power of a business operating system firsthand. He initially used EOS to strengthen his team and streamline operations inside Best Delegate. A lifelong learner, Ryan became an EOS Implementer in 2021 and transitioned to becoming a GROWTH Consultant under Crews Consulting Group’s new business operating system in 2021.
Ryan is a member of the Boston chapter of the Entrepreneurs’ Organization (EO), having previously served as the organization's President. A highly sought-after consultant, Ryan routinely advises the United Nations, national governments, foundations, and school districts. Ryan holds a B.A. in Political Science from Yale University and lives in Somerville, MA.
Andrew Krebs-Smith
GROWTH Consultant
Andrew hired Eric in 2015 to use EOS to help his digital marketing agency take its growth and operations to the next level. Andrew’s agency, Social Fulcrum, was named one of the fastest growing companies in Boston for 3 years before its acquisition by Target Data Corporation in 2019. After witnessing the transformation inside his company, Andrew decided to become an EOS Implementer himself in 2020. He has since transitioned to become a GROWTH Consultant using Crews Consulting Group’s proprietary business operating system.
Andrew loves working with high-performing teams to grow valuable companies. Having started, run, managed, and sold his own company, Andrew brings a wealth of lived experience to his consulting clients. With a background in marketing, advertising, and entrepreneurship, Andrew’s extensive experience makes him a good match for clients in the marketing/advertising, finance, and real estate industries. Andrew holds a B.A. from Loyola University and an MBA from Babson College. He lives with his family in Pennsylvania.
GROWTH Consultant
Andrew hired Eric in 2015 to use EOS to help his digital marketing agency take its growth and operations...
Andrew Krebs-Smith
GROWTH Consultant
Andrew hired Eric in 2015 to use EOS to help his digital marketing agency take its growth and operations to the next level. Andrew’s agency, Social Fulcrum, was named one of the fastest growing companies in Boston for 3 years before its acquisition by Target Data Corporation in 2019. After witnessing the transformation inside his company, Andrew decided to become an EOS Implementer himself in 2020. He has since transitioned to become a GROWTH Consultant using Crews Consulting Group’s proprietary business operating system.
Andrew loves working with high-performing teams to grow valuable companies. Having started, run, managed, and sold his own company, Andrew brings a wealth of lived experience to his consulting clients. With a background in marketing, advertising, and entrepreneurship, Andrew’s extensive experience makes him a good match for clients in the marketing/advertising, finance, and real estate industries. Andrew holds a B.A. from Loyola University and an MBA from Babson College. He lives with his family in Pennsylvania.
Maggie So
GROWTH Consultant
Maggie So is an experienced finance, accounting, and operations professional who helps small to mid-sized companies build scalable infrastructure for growth. Her mantra is “people, processes & platforms,” and her passion is helping business owners and management teams resolve issues in these key areas.
Prior to starting an outsourced CFO services firm, Maggie worked in venture-backed software companies in accounting, finance, operations, client services, human resources and marketing departments. She's worked in consulting, software, aerospace, cybersecurity, advertising, ecommerce, and more.
Maggie's wide range of experiences allow her to see things holistically, and her work in leadership coaching allows her to guide leaders to make clear decisions and execute with purpose.
Maggie is happiest when she is connecting with others about life, business, and food. She is currently raising one dog and two cats, who you will find curled up next to her when she's reading a book or during Zoom meetings.
GROWTH Consultant
Maggie So is an experienced finance, accounting, and operations professional who helps small to mid-sized companies...
Maggie So
GROWTH Consultant
Maggie So is an experienced finance, accounting, and operations professional who helps small to mid-sized companies build scalable infrastructure for growth. Her mantra is “people, processes & platforms,” and her passion is helping business owners and management teams resolve issues in these key areas.
Prior to starting an outsourced CFO services firm, Maggie worked in venture-backed software companies in accounting, finance, operations, client services, human resources and marketing departments. She's worked in consulting, software, aerospace, cybersecurity, advertising, ecommerce, and more.
Maggie's wide range of experiences allow her to see things holistically, and her work in leadership coaching allows her to guide leaders to make clear decisions and execute with purpose.
Maggie is happiest when she is connecting with others about life, business, and food. She is currently raising one dog and two cats, who you will find curled up next to her when she's reading a book or during Zoom meetings.
Isaac Foster
GROWTH Consultant
Isaac Foster has over 15 years of management experience working for education companies on both sides of the Atlantic. Isaac was a schoolteacher in Harlem before leading Kaplan Test Prep's teaching teams in Paris and London. He then joined Bespoke Education, a boutique tutoring and test-prep firm headquartered in Manhattan, where he served for five years as COO and five years as CEO.
Isaac has joined Crews Consulting Group to share his extensive experience leading teams and organizations with the next generation of entrepreneurs.
He is an enthusiastic linguist who speaks fluent French and Spanish as well as conversational Levantine Arabic and Portuguese. Isaac has run 9 marathons, including Paris and New York.
GROWTH Consultant
Isaac Foster has over 15 years of management experience working for education companies...
Isaac Foster
GROWTH Consultant
Isaac Foster has over 15 years of management experience working for education companies on both sides of the Atlantic. Isaac was a schoolteacher in Harlem before leading Kaplan Test Prep's teaching teams in Paris and London. He then joined Bespoke Education, a boutique tutoring and test-prep firm headquartered in Manhattan, where he served for five years as COO and five years as CEO.
Isaac has joined Crews Consulting Group to share his extensive experience leading teams and organizations with the next generation of entrepreneurs.
He is an enthusiastic linguist who speaks fluent French and Spanish as well as conversational Levantine Arabic and Portuguese. Isaac has run 9 marathons, including Paris and New York.
Our Finance Team
Kevin Brown
Fractional CFO
Kevin first met Eric at Social Fulcrum; as CFO, he played a crucial role in helping the company onboard EOS®. Kevin has a broad range of financial experience and acts as a fractional CFO for companies who need help making strategic financial decisions. He coordinates and integrates areas such as accounting, finance, compliance, and strategic management, and excels at streamlining processes to quickly accelerate profits.
An entrepreneur at heart, Kevin previously founded Stack Education and the Square Kitchen & Bar; he was also the CFO and interim CEO at the Startup Institute in Boston. His executive experience includes time at GreenBytes, Filterfresh Coffee Service, Surebridge, and Storability. Kevin holds a B.S. in Accounting from Babson College.
Fractional CFO
Kevin first met Eric at Social Fulcrum; as CFO, he played a crucial role in helping the company onboard EOS®...
Kevin Brown
Fractional CFO
Kevin first met Eric at Social Fulcrum; as CFO, he played a crucial role in helping the company onboard EOS®. Kevin has a broad range of financial experience and acts as a fractional CFO for companies who need help making strategic financial decisions. He coordinates and integrates areas such as accounting, finance, compliance, and strategic management, and excels at streamlining processes to quickly accelerate profits.
An entrepreneur at heart, Kevin previously founded Stack Education and the Square Kitchen & Bar; he was also the CFO and interim CEO at the Startup Institute in Boston. His executive experience includes time at GreenBytes, Filterfresh Coffee Service, Surebridge, and Storability. Kevin holds a B.S. in Accounting from Babson College.
Charles Li
Fractional Controller
Charles is the Financial Controller for all three of Eric’s companies and several Crews Consulting Group clients. Charles was recruited by Tom Pimm at Hub Recruiting and has been working with Eric since 2017. He uses his skills in reporting, budget, forecasting, and analysis to generate financial insights that drive efficiency and profitability within organizations.
Charles often works on a fractional basis, providing financial acumen and accountability for clients who may not have the budget or need for a full-time controller or CFO. He is highly experienced in corporate finance and spent many years as Financial Controller for Innovation Group, a large Carlyle Group-owned company.
Fractional Controller
Charles is both a Partner and a team member: he is the Financial Controller for all three of Eric’s companies...
Charles Li
Fractional Controller
Charles is the Financial Controller for all three of Eric’s companies and several Crews Consulting Group clients. Charles was recruited by Tom Pimm at Hub Recruiting and has been working with Eric since 2017. He uses his skills in reporting, budget, forecasting, and analysis to generate financial insights that drive efficiency and profitability within organizations.
Charles often works on a fractional basis, providing financial acumen and accountability for clients who may not have the budget or need for a full-time controller or CFO. He is highly experienced in corporate finance and spent many years as Financial Controller for Innovation Group, a large Carlyle Group-owned company.
Our Partners
Dave Will
Special Services: Employee/Customer Engagement
Dave first met the CCG team through the Boston Entrepreneurs’ Organization (EO). Dave is an experienced entrepreneur who is devoted to creating an excellent company culture. He leverages this passion through PropFuel, a platform designed to fuel engagement with employees and customers. Employees participate in regular check-ins and peer recognition, while customers are prompted for testimonials, referrals, and feedback, including Net Promoter Score (NPS).
Dave’s first entrepreneurial endeavor was Peach New Media, a learning platform. He scaled the company and was eventually acquired by the private equity firm AKKR in 2015. After the acquisition, Dave turned his focus to PropFuel, where he helps other companies build stronger and healthier company cultures while leveling up their employee participation. He also hosts the podcast EO 360°. Dave holds a B.A. from the University of Connecticut and an M.B.A. from Penn State.
Employee/Customer Engagement
Dave first met the CCG team through the Boston Entrepreneurs’ Organization (EO). Dave is...
Dave Will
Special Services: Employee/Customer Engagement
Dave first met the CCG team through the Boston Entrepreneurs’ Organization (EO). Dave is an experienced entrepreneur who is devoted to creating an excellent company culture. He leverages this passion through PropFuel, a platform designed to fuel engagement with employees and customers. Employees participate in regular check-ins and peer recognition, while customers are prompted for testimonials, referrals, and feedback, including Net Promoter Score (NPS).
Dave’s first entrepreneurial endeavor was Peach New Media, a learning platform. He scaled the company and was eventually acquired by the private equity firm AKKR in 2015. After the acquisition, Dave turned his focus to PropFuel, where he helps other companies build stronger and healthier company cultures while leveling up their employee participation. He also hosts the podcast EO 360°. Dave holds a B.A. from the University of Connecticut and an M.B.A. from Penn State.
Matt Rudnick
Special Services: Mergers & Acquisitions
Matt and Eric have been good friends for a number of years and partnered on their first project in 2018—the 8-figure sale of the G2 Technology Group. Matt has an extensive background in mergers and acquisitions (M&A), and he excels at identifying opportunities that might otherwise be overlooked. He started his company, Main Sheet, to help entrepreneurs at small to medium size companies sell their businesses and find financial partners.
Matt has worked as an investment banker at Capstone, MHT, and Bowen, and he has worked on the buy side at Audax Group, one of the most active private equity firms in the middle market. He has a background in technology, including roles at EMC and Talkspace, and works with Mission, an AWS Advanced Consulting Partner, on corporate development.
Mergers & Acquisitions
Matt and Eric have been good friends for a number of years and have collaborated on numerous M&A...
Matt Rudnick
Special Services: Mergers & Acquisitions
Matt and Eric have been good friends for a number of years and have collaborated on numerous M&A (mergers & acquisitions) projects. Matt has an extensive background M&A, both on the sell-side and on the buy-side. He started his company, Main Sheet, to help entrepreneurs at small to medium-size companies sell their businesses. Main Sheet manages the entire process from teaser to close.
Matt has worked as an investment banker at multiple firms as well as at Audax Group, one of the most active private equity firms in the middle market. He has a background in technology, including roles at Dell/EMC and Talkspace, and he works with Mission, an AWS Advanced Consulting Partner, on corporate development projects. Matt has an MBA from Boston College and a BA from Middlebury College.
Derek Mohamed
Special Services: Wealth Management
Eric and Derek first met through the Entrepreneurs Organization (EO). A longtime Crews Consulting Group client, Derek has used the principles of EOS® to generate over 200% growth in his own company, Mohamed-Merola Wealth Management, in just five years. He has extensive experience assisting business leaders and entrepreneurs with the complexities of illiquidity, M&A transactions, life-changing liquidity events, and other unique challenges.
Derek is a highly credentialed Wealth Management Advisor who helps business owners manage their wealth from a financial and tax standpoint. He is dedicated to helping successful individuals and families address the great concerns of their financial lives, including preserving wealth, mitigating taxes, taking care of heirs, ensuring asset retention, and charitable giving.
Wealth Management
Eric and Derek first met through the Entrepreneurs Organization (EO). A longtime client...
Derek Mohamed
Special Services: Wealth Management
Eric and Derek first met through the Entrepreneurs Organization (EO). A longtime Crews Consulting Group client, Derek has used the principles of EOS® to generate over 200% growth in his own company, Mohamed–Merola Wealth Management at Merrill Lynch, in just five years. He has extensive experience assisting business leaders and entrepreneurs with the complexities of illiquidity, M&A transactions, life-changing liquidity events, and other unique challenges.
Derek is a highly credentialed Wealth Management Advisor who helps business owners manage their wealth from a financial and tax standpoint. He is dedicated to helping successful individuals and families address the great concerns of their financial lives, including preserving wealth, mitigating taxes, taking care of heirs, ensuring asset retention, and charitable giving.
Tom Pimm
Special Services: Recruiting & Talent Acquisition
Eric and Tom first met through a mutual client and have been working together since 2016. Tom is Co-Founder and acting CFO & COO of Hub Recruiting, which leverages Talent, Technology, and Training to deliver comprehensive hiring solutions. Building the right team is critical to running a successful business, and Hub has a unique model and fee structure that reduce costs and make recruiting accessible to small businesses.
Tom began his business career in retail at TJX / TJ Maxx, where he participated in major acquisitions, including Marshalls and HomeGoods. He joined Winter Wyman Contract Services as CFO in 2000, and helped grow and sell the company, which has since reorganized as Venturi Partners. In 2004, Tom joined Gardner Resources as CFO and was promoted to CEO. He and co-founder Matt Corbett launched Hub Recruiting in 2013 in a tiny office in Concord, MA; the company now employs over 50 recruiters and works with companies nationwide.
Recruiting & Talent Acquisition
Eric and Tom first met through a mutual client and have been working together since 2016...
Tom Pimm
Special Services: Recruiting & Talent Acquisition
Eric and Tom first met through a mutual client and have been working together since 2016. Tom is Co-Founder and acting CFO & COO of Hub Recruiting, which leverages Talent, Technology, and Training to deliver comprehensive hiring solutions. Building the right team is critical to running a successful business, and Hub has a unique model and fee structure that reduce costs and make recruiting accessible to small businesses.
Tom began his business career in retail at TJX / TJ Maxx, where he participated in major acquisitions, including Marshalls and HomeGoods. He joined Winter Wyman Contract Services as CFO in 2000, and helped grow and sell the company, which has since reorganized as Venturi Partners. In 2004, Tom joined Gardner Resources as CFO and was promoted to CEO. He and co-founder Matt Corbett launched Hub Recruiting in 2013 in a tiny office in Concord, MA; the company now employs over 50 recruiters and works with companies nationwide.
Heidi Berger & Process Optimizer™
Process Management
Heidi Berger is Co-Creator of Process Optimizer™ where she brings a passion for analytics and helping businesses understand the “why” behind solutions. Process Optimizer™ is a team of expert facilitators who will help your organization define, document and OPTIMIZE your Core Processes so you’ll have consistent outcomes, happy employees, delighted customers, and increased profitability.
Heidi has spent her career analyzing and improving operations for companies in a variety of industries, with over 10 years at P.F. Chang’s, where she held roles as VP of Planning and Analysis, VP of Financial Operations and Risk, and most recently VP of Business Transformation. Heidi has also been in a variety of senior management roles in retail, distribution and restaurant firms where she focused on Finance, Operations, Risk, Treasury and Supply Management. Her roles have helped C-suite leaders guide strategy and make better decisions while also helping coach and mentor those directly affecting the customer. Heidi has a gift for translating the complex nature of numbers and analysis into meaningful, actionable ideas that can be executed.
In addition to her work as a coach and consultant, Heidi is also a Green Belt in Lean principles, helps entrepreneurial businesses achieve operational excellence in their core processes to optimize execution. Creating scorecards and dashboards are key drivers in her approach. As a Certified Management Accountant with an MBA in International Operations, Heidi has both the intellectual capacity and the real-world experience to bring meaningful, detailed change to the Process Optimizer™’s clients. Heidi splits her time between Scottsdale, Arizona and Hotchkiss, Colorado with her husband, their draft horse hitch and dogs. She is available to travel to any US destination.
Process Management
Heidi Berger is Co-Creator of Process Optimizer™ where she brings a passion for analytics and helping businesses...
Heidi Berger & Process Optimizer™
Process Management
Heidi Berger is Co-Creator of Process Optimizer™ where she brings a passion for analytics and helping businesses understand the “why” behind solutions. Process Optimizer™ is a team of expert facilitators who will help your organization define, document and OPTIMIZE your Core Processes so you’ll have consistent outcomes, happy employees, delighted customers, and increased profitability.
Heidi has spent her career analyzing and improving operations for companies in a variety of industries, with over 10 years at P.F. Chang’s, where she held roles as VP of Planning and Analysis, VP of Financial Operations and Risk, and most recently VP of Business Transformation. Heidi has also been in a variety of senior management roles in retail, distribution and restaurant firms where she focused on Finance, Operations, Risk, Treasury and Supply Management. Her roles have helped C-suite leaders guide strategy and make better decisions while also helping coach and mentor those directly affecting the customer. Heidi has a gift for translating the complex nature of numbers and analysis into meaningful, actionable ideas that can be executed.
In addition to her work as a coach and consultant, Heidi is also a Green Belt in Lean principles, helps entrepreneurial businesses achieve operational excellence in their core processes to optimize execution. Creating scorecards and dashboards are key drivers in her approach. As a Certified Management Accountant with an MBA in International Operations, Heidi has both the intellectual capacity and the real-world experience to bring meaningful, detailed change to the Process Optimizer™’s clients. Heidi splits her time between Scottsdale, Arizona and Hotchkiss, Colorado with her husband, their draft horse hitch and dogs. She is available to travel to any US destination.