Your Experienced, Trusted Strategic Financial Advisor
Driving your success!
Driving your success!
After over 30 years in the roles as a CEO, CFO and CPA I have been providing strategic financial advice to business owners of middle market businesses for the past 12+ years.
From the formation of the company to the culmination of planning and achieving your exit, the insights I provide my clients span the life-cycle of your business to provide sound counsel on how to maximize the revenue, margins, profit, cash flow and ultimately the value of your business.
I share my passion by helping other business owners grow the profitability and enterprise value of their companies.
Long term strategic trusted advisors are now a key member in today's business environment. Do you really need a full time, six figure salaried employee?
We provide value and retain the knowledge of your organization, without the requirement to be engaged continuously. We want to give each of you the time and guidance you deserve, and you pay only for what you need.
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.