
Scaling What Works:
The Human-AI Process Behind the BusinessWISER Frameworks
"Every BusinessWiser framework is grounded in four decades of executive experience, tested through real-world consulting, refined by our former advisory circle, and systematized using AI—not to create strategy, but to scale it for the SMBs that need it most."
After retiring from executive leadership in 2018, I launched a consulting practice but quickly realized I needed deeper market insights to truly serve SMB owners. That's when I formed a unique 20-member Advisory Circle comprised of manufacturing and wholesale business owners with 20+ employees and $2.5M-$25M in revenue.
Working directly with these entrepreneurs for approximately seven years, I developed and tested practical business frameworks that delivered real results. However, I realized that traditional consulting could only help one business at a time. To truly make a larger impact and reach more SMBs, I needed to transition from consulting to digital offerings that could scale these proven methodologies to thousands of business owners simultaneously.
Effective January 1, 2026, I phased out the Advisory Circle to focus exclusively on delivering these battle-tested cash flow mastery digital products to SMBs seeking long-term sustainable growth in revenue, profits, cash flow, and business value—resulting in successful businesses, enhanced wealth, and improved quality of life for business owners.
But I faced a challenge:
I'm a business executive, not a writer. Converting these proven methodologies into comprehensive digital frameworks would take years of writing time I didn't have, limiting my ability to help the broader SMB community that needed these tools.
The solution?
A revolutionary human-AI collaboration process that leverages artificial intelligence not to create business strategies, but to systematically analyze and document the tools I've already developed and validated with real businesses. Here's exactly how we do it:
The Human-AI Framework Development Process:
Phase 1: Expert Foundation Setting
Building the core methodology from 40+ years of corporate leadership, consulting practice, and advisory council insights
Phase 2: Collaborative Structure Building
Creating logical framework flow based on proven real-world implementations and Fortune 500 to SMB experience
Phase 3: Content Development Dialogue
Systematic documentation of expertise through AI-assisted questioning and knowledge extraction
Phase 4: Real-World Integration
Incorporating specific stories, challenges, and solutions from decades of hands-on business experience
Phase 5: Validation Loop
Testing frameworks against real scenarios from consulting practice and advisory council feedback
Phase 6: Advisory Council Validation & Refinement
Gathering feedback from 20-member council of successful SMB owners for practical refinement
Phase 7: Real-World Validation Testing
Beta testing with prior clients and current advisory council members for implementation feedback
Phase 8: Alumni Network Expansion
Leveraging rotating advisory council alumni for broader industry validation and insights
Phase 9: Final Credibility Review
Confirming framework effectiveness through documented business results and testimonials
This collaborative process ensures every framework you receive has been battle-tested by real SMB owners, refined through actual implementation, and validated by an ever-growing network of successful business leaders. The AI doesn't invent business strategies—it helps me scale the proven methodologies that have already transformed dozens of small and medium businesses.
The result?
Digital frameworks that combine the efficiency of AI-assisted development with the credibility of real-world business expertise. You're not getting generic advice—you're getting systematized wisdom drawn from four decades of corporate experience across all business sizes, validated through my SMB-focused consulting practice and refined by my advisory council of successful entrepreneurs. This represents real-world expertise from the trenches of business success, now accessible to a much broader community of business owners.


