Founder & Principal
CurrentA Principal in VertexCFO, LLC which provides consulting, advisory and outsourced accounting services to high growth middle market companies. VertexCFO experts work closely with owners, senior management and the accounting staff to identify and solve specific problems. Ongoing strategic CFO and Controller services on a fractional basis is available to position your company for growth and provide expertise in specific areas impacting the financial operations of your company. CEO's and business owners who want to focus on business growth or preparing for an exit need a strong financial and accounting Advisor. We take on the oversight of the accounting, financial reporting, cash management, budgeting, capital planning and banking relationships as an integral Trusted Advisor and partner to your company.Buying or selling a business is a complex process and having the right team members identify and solve issues will assist in a successful transaction. Valuations, due diligence, deal terms and tax structures can be overwhelming. We lead and guide our clients to facilitate the processExperience working across diverse industries such as software, professional services, organizations, construction, and healthcare, etc.
