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Sue Ellen Burch

Sue Ellen Burch

Fractional COS / COO / Integrator for Founder-Led Businesses in Houston, TX, USA

Fractional COS / COO / Integrator for Founder-Led Businesses · Turning Operational Chaos into Scalable Systems | CEO, Brydge Advisors | Certified Exit Planning Advisor | HBJ 40 Under 40 & Who’s Who Honoree

About Sue Ellen

Houston, TX, USA
Fractional COS / COO / Integrator for Founder-Led Businesses
Brydge Advisors

Function Experience More information about Function Experience

29% Operations
24% Finance
12% Marketing
12% Strategy
12% HR & People
6% Consumer Services
6% Fitness & Wellness

Industry Experience More information about Industry Experience

29% Financial Services
24% Professional Services
12% Non-profit
12% Staffing & Recruiting
6% Construction
6% Healthcare & Medical
6% Health & Wellness
6% Retail

Commitment Experience More information about Commitment Experience

24% Board Member
24% Fractional Executive
18% Employee
12% Founder
6% Business Advisor
6% Certified Financial Planner (CFP)
6% Other
6% Financial Advisor

Accomplishments

Administrative Board Leadership for a Nonprofit

Administrative Board Member
A Future For All
December 2009 - December 2011

Summary

Served as an Administrative Board Member for A Future For All, a 501(c)(3) nonprofit, contributing to organizational governance and administrative oversight during a two-year board term.

Driving Marketing for a National Business Association

Board Member, Director of Marketing
National Business Development Association
December 2019 - December 2020

Summary

Served on the Board of Directors for the National Business Development Association, leading marketing efforts to promote member events, professional development workshops, and networking benefits for the organization's business-owner membership base.

Board & Volunteer Leadership on ACG's Women's Committee

Board Member, Volunteer, Women’s Committee
Association of Corporate Growth (ACG)
December 2019 - December 2020

Summary

Served on the Board and as a Women's Committee volunteer for the Association of Corporate Growth, an organization connecting M&A, private equity, and corporate growth professionals — contributing to programming and initiatives supporting women in the corporate growth community.

Earned Accredited Portfolio Management Advisor (APMA™) title

Accredited Portfolio Management Advisor (APMA™)
FINRA
April 2025 - Present

Summary

Holds the Accredited Portfolio Management Advisor (APMA™) designations, which underpin her exit-planning and portfolio-management advisory work with business owners on enterprise value, personal readiness, and succession/exit strategy.

Cut Overhead & Consolidated Ops in Construction Supplier

Fractional COO / Advisor
Pro City
February 2026 - Present

Summary

As fractional COO to ProCity Supply, a Houston-area building materials and construction supply distributor specializing in flooring, cabinets, and countertops for contractors, builders, and homeowners, Sue Ellen Burch identified weak operational areas and led personnel adjustments that lowered overall overhead. She guided consolidation from multiple locations to one, downsizing real estate costs and structuring a sublease for a large warehouse and office space, while leading a financial book clean-up that identified weak points and enabled targeted, cost-saving adjustments.

Scaled Full-Cycle Recruiting Operations for a Search Firm

Vice President
Rockin’ R Search
April 2022 - September 2023

Summary

Senior leader responsible for full-cycle recruiting strategy, client relationships, and operational execution at an executive and professional recruiting firm. Advised business owners and hiring decision-makers on sourcing top-level talent to support business performance and growth.

Fractional COO/COS Engagements Driving Operational Changes

Fractional COO / Chief of Staff / Integrator
Brydge Advisors
September 2022 - Present

Summary

Serves as an embedded, part-time (fractional) COO, Chief of Staff, and Integrator for founder-led, middle-market companies — stepping in as an outsourced operating executive to install KPI systems, leadership structure, and governance-ready processes without the cost of a full-time hire.

Top-Performing Recruiter Delivering Full-Cycle Placements

National Recruiter
Burnett Specialists
February 2017 - May 2020

Summary

Ran a full recruiting desk for temporary, temp-to-hire, and direct-hire sales, HR, and marketing positions — managing the entire candidate lifecycle from sourcing through offer negotiation, while also training and mentoring new recruiters within the division.

Earned Certified Exit Planning Advisor credential

Certified Exit Planning Advisor (CEPA®)
Exit Planning Institute
August 2026 - Present

Summary

Holds the Certified Exit Planning Advisor (CEPA®) designation, which underpin her exit-planning and portfolio-management advisory work with business owners on enterprise value, personal readiness, and succession/exit strategy.

Founded a Fractional COO/COS Advisory Firm

CEO & Founder
Brydge Advisors
September 2022 - Present

Summary

Founded and lead Brydge Advisors, a fractional COO/COS and strategic advisory firm helping founder-led and middle-market companies ($7M–$50M+ revenue) break through growth ceilings by building operational structure, leadership alignment, and governance-ready systems. Serve as an embedded executive partner across enterprise-wide operational assessments, KPI frameworks, succession planning, and technology implementation.

Fractional Advisor to a Houston Financial Services Client

Fractional COO / Advisor
Sabre Financial
February 2024 - Present

Summary

Sue Ellen Burch has served as a fractional advisor to Sabre Financial for 2.5+ years, bringing the same operational-assessment, governance, and accountability frameworks she applies across her Brydge Advisors client base into a financial services setting. Her ongoing engagement supports Sabre Financial's leadership team with operational structure, financial process discipline, and execution rhythms designed to support sustainable growth — reflecting her broader track record advising businesses across professional and financial services on scaling with clarity and control.

Led Business Development & Brand Growth Strategy

Director of Growth & Innovation
Altruvista
September 2020 - April 2022

Summary

Executive leadership role at a wealth-planning firm serving entrepreneurs, focused on business growth, brand strategy, and strategic partnerships at the intersection of wealth and life planning for business owners.

Volunteered with Therapeutic Riding Center

Volunteer
SIRE Horseback Therapeutic Riding Centers
December 2007 - December 2008

Summary

Volunteered with SIRE Horseback Therapeutic Riding Centers, supporting therapeutic riding programs for individuals with special needs — an early experience that aligns with her later founding of Fusion Wellness Group.

Craftex Turnaround: $10M to $14M+ Revenue, CEO to Scale

Fractional COO / Advisor
Craftex Wholesale & Distributors
February 2025 - Present

Summary

Engaged as fractional COO to Craftex Wholesale & Distributors, a Houston-based seasonal décor and ribbon retailer/distributor founded in the 1970s, Sue Ellen Burch led a full operating-model transformation spanning people, performance, and infrastructure. The engagement redesigned Craftex's leadership structure — developing the GM role into a true COO — rebuilt financial reporting and forecasting, and modernized ERP, POS, and eCommerce systems, driving growth from ~$10M toward a projected $14M+ in 2026 revenue, 30%+ sustained growth, and expansion from ~30 to 42+ employees.

Advised Business Owners on Enterprise Value & Exit Readiness

Financial Advisor
Discovery Point Wealth Advisors
January 2024 - Present

Summary

Serves as a Financial Advisor with Discovery Point Wealth Advisors, applying a Certified Exit Planning Advisor (CEPA®)-aligned framework to help business owners determine whether to continue scaling, pursue partial liquidity, or prepare for a full exit — often years ahead of a transaction. Advisory work centers on enterprise value, personal financial readiness, succession, and legacy planning.

References

Sue Ellen hasn't added any references yet

Experience

A Future For All

Business Operations

Served as an Administrative Board Member for A Future For All, a 501(c)(3) nonprofit, contributing to organizational governance and administrative oversight during a two-year board term.

National Business Development Association

Brand Marketing

Served on the Board of Directors for the National Business Development Association, leading marketing efforts to promote member events, professional development workshops, and networking benefits for the organization's business-owner membership base.

Association of Corporate Growth (ACG)

Operations Strategy

Served on the Board and as a Women's Committee volunteer for the Association of Corporate Growth, an organization connecting M&A, private equity, and corporate growth professionals — contributing to programming and initiatives supporting women in the corporate growth community.

FINRA

Wealth Management

Holds the Accredited Portfolio Management Advisor (APMA™) designations, which underpin her exit-planning and portfolio-management advisory work with business owners on enterprise value, personal readiness, and succession/exit strategy.

Pro City

Business Operations

As fractional COO to ProCity Supply, a Houston-area building materials and construction supply distributor specializing in flooring, cabinets, and countertops for contractors, builders, and homeowners, Sue Ellen Burch identified weak operational areas and led personnel adjustments that lowered overall overhead. She guided consolidation from multiple locations to one, downsizing real estate costs and structuring a sublease for a large warehouse and office space, while leading a financial book clean-up that identified weak points and enabled targeted, cost-saving adjustments.

Rockin’ R Search

Recruiting

Senior leader responsible for full-cycle recruiting strategy, client relationships, and operational execution at an executive and professional recruiting firm. Advised business owners and hiring decision-makers on sourcing top-level talent to support business performance and growth.

Brydge Advisors

Business Operations

Serves as an embedded, part-time (fractional) COO, Chief of Staff, and Integrator for founder-led, middle-market companies — stepping in as an outsourced operating executive to install KPI systems, leadership structure, and governance-ready processes without the cost of a full-time hire.

Burnett Specialists

Recruiting

Ran a full recruiting desk for temporary, temp-to-hire, and direct-hire sales, HR, and marketing positions — managing the entire candidate lifecycle from sourcing through offer negotiation, while also training and mentoring new recruiters within the division.

Exit Planning Institute

Financial Advising & Planning

Holds the Certified Exit Planning Advisor (CEPA®) designation, which underpin her exit-planning and portfolio-management advisory work with business owners on enterprise value, personal readiness, and succession/exit strategy.

Brydge Advisors

Business Operations

Founded and lead Brydge Advisors, a fractional COO/COS and strategic advisory firm helping founder-led and middle-market companies ($7M–$50M+ revenue) break through growth ceilings by building operational structure, leadership alignment, and governance-ready systems. Serve as an embedded executive partner across enterprise-wide operational assessments, KPI frameworks, succession planning, and technology implementation.

Sabre Financial

Financial Planning & Analysis (FP&A)

Sue Ellen Burch has served as a fractional advisor to Sabre Financial for 2.5+ years, bringing the same operational-assessment, governance, and accountability frameworks she applies across her Brydge Advisors client base into a financial services setting. Her ongoing engagement supports Sabre Financial's leadership team with operational structure, financial process discipline, and execution rhythms designed to support sustainable growth — reflecting her broader track record advising businesses across professional and financial services on scaling with clarity and control.

Altruvista

Growth Marketing

Executive leadership role at a wealth-planning firm serving entrepreneurs, focused on business growth, brand strategy, and strategic partnerships at the intersection of wealth and life planning for business owners.

SIRE Horseback Therapeutic Riding Centers

Service Management

Volunteered with SIRE Horseback Therapeutic Riding Centers, supporting therapeutic riding programs for individuals with special needs — an early experience that aligns with her later founding of Fusion Wellness Group.

Craftex Wholesale & Distributors

Business Operations

Engaged as fractional COO to Craftex Wholesale & Distributors, a Houston-based seasonal décor and ribbon retailer/distributor founded in the 1970s, Sue Ellen Burch led a full operating-model transformation spanning people, performance, and infrastructure. The engagement redesigned Craftex's leadership structure — developing the GM role into a true COO — rebuilt financial reporting and forecasting, and modernized ERP, POS, and eCommerce systems, driving growth from ~$10M toward a projected $14M+ in 2026 revenue, 30%+ sustained growth, and expansion from ~30 to 42+ employees.

Discovery Point Wealth Advisors

Financial Advising & Planning

Serves as a Financial Advisor with Discovery Point Wealth Advisors, applying a Certified Exit Planning Advisor (CEPA®)-aligned framework to help business owners determine whether to continue scaling, pursue partial liquidity, or prepare for a full exit — often years ahead of a transaction. Advisory work centers on enterprise value, personal financial readiness, succession, and legacy planning.

Skills

Nonprofit Governance Administrative Oversight Board Member Responsibilities Organizational Leadership 501(c)(3) Compliance Board of Directors Marketing Strategy Event Promotion Networking Community Building Professional Development Mergers & Acquisitions (M&A) Volunteer Management Board Membership Event Programming Stakeholder Engagement Accredited Portfolio Management Advisor (APMA™) Exit Planning Portfolio Management Enterprise Valuation Succession Planning Advisory Services Fractional COO Operations Management Cost Reduction Organizational Restructuring Financial Cleanup & Analysis Workforce Optimization Sales Effectiveness Full-cycle Recruiting Client Relationship Management Budgeting & Forecasting Performance Metrics Workforce Planning Fractional Leadership Chief of Operations (COO) Chief of Staff (COS) Integrator KPI Systems Leadership Structuring Offer Negotiation Training & Mentoring Candidate Sourcing Lead Generation Certified Exit Planning Advisor (CEPA) Exit Strategy Business Strategy Operational Scaling Strategic Advisory Fractional COS Scaling Strategies Financial Process Optimization Operational Assessment Accountability Frameworks Business Development Strategic Partnerships Wealth Planning Brand Strategy Business Growth Leadership Executive Coaching Strategic Problem-Solving Vistage Peer Accountability Decision-Making Therapeutic Riding Program Assistance Volunteer Leadership Special Needs Support Program Development Business Operations Curriculum Design Special Needs Education Community/School Partnerships Operating Model Transformation Financial Reporting & Forecasting eCommerce Systems eCommerce Strategy KPI & Accountability Frameworks Business Valuation Wealth Gap Analysis Legacy Planning