Paul brings four decades as an owner–operator in his own businesses as well as a mentor and executive advisor to business owners and boards across various industries including professional services. He helps serious business owners, partners and boards reduce leadership friction, strengthen governance, and grow enterprise value—especially through succession and partner alignment.
Board biography & references available on request.
Certified Professional Coach (CPC)
Brings practical oversight shaped by decades of owning and advising business owners—balancing risk, performance, and culture.
Aligns incentives and roles to reduce friction, protect value, and enable smooth leadership transitions.
Installs People–Process–Profit frameworks that clarify priorities, raise accountability, and position companies for growth or exit.
Paul contributes mature governance judgment and is known for facilitating candid, constructive peer dialogue. He currently leads executive roundtables and has served on national association boards with responsibilities in governance, membership growth, and strategic oversight.
Service on national association boards
Facilitator of executive peer groups (Business Round Table)
Advisory roles to accounting, investment firm owners and business partnerships.
Operating Partner‑level advisor for accounting, legal, and investment firms. Specializes in realigning leadership, people, and processes to unlock profitability and enterprise value. Partnered with firms in the $2M–$10M revenue range; developed proprietary People–Process–Profit frameworks; frequent presenter to CPA associations (live conference in Nov 2025).
Reduced leadership friction and clarified partner roles
Sequenced operational priorities to stabilize profits
Readied firms for succession and leadership transition
Improved governance cadence and accountability
Specific case details and references available upon request.
Built and operated businesses across several industries.
Office products, Printing,
HR, Marina operations, and Consulting.
Experienced in ownership transitions, succession, and complex partner dynamics. Led sales & marketing to elevate a regional call center onto the national stage
.
Certified Professional Coach (CPC)
Author — It Happened on Purpose
Contributor to newsletters (8,000+ subscribers)
Partnership Advantage Podcast & guest expert roles
© 2025 Paul Roy. Materials available on request.