Welcome to Holdfast LLC

Business consulting services to scale your business

Building a strong, lasting business is incredibly difficult… but you don’t have to go it alone.

The business landscape is always changing and can sometimes feel bleak. Consider that:

  • 90% of new businesses cease to operate within 5 years

  • Retaining quality staff is becoming harder and harder

  • Prices continue to rise while technological changes alter the competitive dynamic and operational cadences.

However, there are options for the enterprising business owner to leverage the skills and expertise of people that have walked your path. Saving you time and money while greatly increasing your chances for success.

How can we help your business?

  • Fractional CFO providing services on a fixed or limited time engagement. Deliverables can include:

    • Strategic visioning and support

    • Cashflow, budgeting and modeling support

    • Upleveling and/or hiring in-house finance team

    • Fundraise preparation and raise support

    • Process improvement

  • Operations focused support to instill operational excellence throughout your organization. Deliverables could include:

    • Building a high performance operations and sales team

    • Setting strategic sales goals, market segmentation and product differentiation

    • Creating a meaningful sales compensation structure

    • Building out supply chain and inventory best practices

    • Business Development, contracting and deal support

  • Helping you build a culture your team can thrive in. Sample deliverables include:

    • Creating interview processes and best practices

    • Instilling cultural programs and initiatives (including ongoing performance evaluation)

    • Coaching current team members on technical matters as well as soft-skills (management, negotiation, resolving conflicts, etc)

A Trusted Advisor for your business

Hello - my name is Daniel Kirstein and for over 18 years, I have been a trusted advisor for businesses navigating the complexities of finance, sales and operations.

My passion lies in empowering entrepreneurs and leaders to unlock their full operational potential and I believe in building core foundational processes that can support a business as it scales.

A sample of my experience to date:

  • CFO and Head of Finance for several fast-growing venture back start ups (hard-tech, robotics, software and digital entertainment)

  • Several stints at multi-national technology companies

  • Raised over $75M in financing to date (Equity and Debt)

  • Built and managed several large teams ranging from 2 employees up to 35.

  • Have built and managed several operational and sales functions including:

    • Human Resources, Direct Sales, Post-Sales and Manufacturing

  • California CPA (inactive)

Contact Us

Interested in working together? Please fill out this contact form and we will be in touch shortly. We look forward to learning more about your business.