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Independent Business Performance Review

I personally review your financials, operations, and leadership to find what is holding back profit and cash flow. You receive clear findings, the one to three changes to prioritize, and a 12-month action plan.

For CEOs of $10M–$75M consumer-product and distribution businesses. Approximately six weeks. Engagements start at $20,000.

Discuss a Performance Review

Branded distribution case study

SG&A reduced 15%+. Ongoing monthly cash burn eliminated.

I helped ownership and the CEO agree on staffing and expense changes—and put them into action.

Read the case study →

That assignment included implementation support. The current review gives your team the findings and plan.

What I review

The focus follows your business and the problem you need to solve.

01

  • Profit and margins — where the business makes or loses money.

02

  • Products and channels — which sales contribute profit, where the data allows analysis.

03
  • Inventory and operations — where cash is tied up and work gets stuck.
04
  • Leadership — who is responsible, where roles are unclear, and what needs to change.
05

  • Growth priorities — which opportunities deserve resources and which decisions cannot wait.

Built NewAir. Now working directly with you.

I founded and led NewAir through product development, national retail distribution, and a sale to private equity in 2021. Today, I bring that operating experience directly to your business.

20 yrs exp

Is this right for your business?

An established business

  • You lead a consumer-product or distribution company with $10M–$75M in revenue and questions about profit, cash flow, or leadership.

In-House Operating Partner Program

Access to the facts and people

  • You can share relevant financial and operating records and make key leaders available. We agree on the time commitment before starting.

Program Highlights

A review your team can act on

  • I diagnose the issues and recommend changes. Your leadership team leads implementation.

Program Highlights

Fixed fee from $20,000

Scope and fee are agreed before work begins. Complex and portfolio-company reviews are quoted individually.

PE CEO Coach

How the six-week review works

Agree the scope

Set the questions, required records, interviews, and time commitment.

Review the business

Examine financial results, margins, inventory, operations, and leadership.

Test the explanations

Compare what leaders believe with what the evidence supports.

Prioritize the changes

Identify the one to three changes that matter most and estimate the economics where possible.

Present the plan

Discuss the findings with your leadership team and hand over the action plan.

What you receive

  • Written business assessment. A clear evaluation of the most important financial, operational, leadership, and strategic findings.
  • Priority recommendations. The key issues and decisions deserving management attention, with evidence supporting each recommendation.
  • Financial implications. Estimates of potential economic impact where reliable information allows responsible analysis.
  • 12-month action plan. Recommended next steps, priorities, sequencing, milestones, and suggested responsibilities.
  • Executive presentation. A direct discussion of the findings and recommendations with the CEO and selected leadership team.

A defined engagement. No ongoing retainer.

What leaders say about working with Luke.

Experiences from advisory work and NewAir professional relationships.

Tomilee Tilley
Working with Luke and his team at NewAir was an exceptional experience. Luke's leadership, strategic vision, and deep market insights made the recruitment process seamless. Every candidate we introduced was not only impressed by the organization he built but also inspired by his collaborative and inclusive culture. Luke's ability to create strategic partnerships and position NewAir for success is truly remarkable. Organizations could greatly benefit from leaders like Luke.
Tomilee TilleyFounder & President of Executives Unlimited
Adam Craft

We were carrying too much cash risk on inventory, unsure how to deal with rising tariffs, and I was hesitant to push hard on our factory or rethink our team structure.

Luke encouraged us to renegotiate with our factory—resulting in a meaningful price reduction and 90-day terms post-shipping. During peak tariff uncertainty, he gave steady reassurance that we were in a solid spot financially and just needed to focus on driving sales. He also helped me realize we needed a true marketing leader, not just a manager.

Adam CraftFounder & CEO of Elevated Craft
Joe Fijak
As a strategic member of the NewAir Advisory Board, I’ve had the pleasure of working closely with Luke over the past year. He is a true visionary in the retail market, with a creative mind and a deep passion for his businesses. By leveraging cutting-edge technology, Luke consistently stays ahead of the competition, enhancing customer relationships and delivering superior products. Above all, he is highly ethical and trustworthy—one of the best I’ve ever worked with.
Joe FijakGlobal Executive | Vice President/COO Leading Worldwide Profitability, Growth, Strategy & Expansion
Lorraine Moos
Luke is a focused and driven leader with a clear vision for his company's future. Initially a 100% B2C company, NewAir made a strategic pivot to B2B and now collaborates with top global retailers like Home Depot, Lowe’s, Wayfair, and Amazon. Luke is intentional about building a strong leadership team grounded in solid values. He is energetic and demanding, yet his open leadership style makes him approachable and easy to work with.
Lorraine MoosLeadership Coach for Individuals & Teams | Executive Recruiter

Let’s identify the decisions worth examining.

If you lead an established consumer-product or distribution business and suspect the numbers, operation, or leadership structure should be performing better, let’s determine whether an independent review is a fit.

Engagements start at $20,000. The final scope and fixed fee are agreed before work begins.

Discuss a Performance Review

I will reply by email to discuss fit and arrange a conversation.