Welcome
Your Experienced, Trusted Strategic Financial Advisor
Driving your success!
Comprehensive Strategic Services
My Unique Perspective
My passion is coaching business leaders to grow revenue, margin, profit, cash flow and ultimately the value of their companies. Whether this is for a 120-year-old multi-generational family legacy company or a startup with a great idea and in need of capital, I serve the gap between the owners, CEO and finance team.
I have expertise in growing companies, preparing them for a sale transition and obtaining capital and optimal debt structure. During my career I have worked with hundreds of business enterprises as strategic financial advisors and provided counsel to buyers and sellers of companies to maximize the entity value and resulting after tax cash.
My career has allowed me to train internal staff, identifying required staff and sourcing and selecting candidates ranging from entry level staff to senior C suite finance executives. I offer this service to clients who need assistance in building a strong team.
As both a C-Level executive and owner of businesses for the past 35 years I am skilled at running companies and adding value to organizations. As an entrepreneurial and analytical strategic CFO advisor I have started and run companies as well as taken existing companies and improved the processes, procedures and profitability. My approach is to demonstrate a practical problem solving methodology while creating a team of skilled and motivated business associates in the process.
I have been credentialed by two different organizations for working with business owners to plan, prepare and proceed through the process to sell your business.
My diverse industry experience includes medical device, real estate, franchising, transportation, construction, software, professional services, manufacturing, distribution, retail, wholesale, bio-tech and technology.
---A FINRA Recognized Designation---