With my background of owning companies for over 35-years as well as investing in and selling business I have owned I have learned great lessons as a CPA, CFO and CEO. This firm was created to leverage my prior experience to assist business owners as a long-term trusted advisor in the business financial arena. 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 walking them through the process of the sale. I also provide guidance with obtaining capital and optimal debt structure. During my career I have worked with hundreds of business enterprises and provided counsel to buyers and sellers of companies to maximize the value and resulting after tax cash.My passion in working with business owners has been the culmination of preparing the business for sale and successfully transitioning the ownership, with the rewards optimized for the seller. Exit Planning strategy and M&A execution are also areas of my expertise. I bring my experience in board rooms as an active and engaged board member for a select group of companies.
Listed skills include Strategic Planning, Mergers And Acquisitions, Financial Reporting, Cash Flow, and 46 others.