I am President of Apex Business Advisors and a Certified Business Intermediary. My focus is on the proper planning and strategy of business transitions. Whether a business owner wants to pass to family, existing management, or to sell to an outside party, I can assist in creating a clear succession and/or exit plan to realize the full Business Value.My background: New business units were developed, under my direction at GE Capital and Ford Motor Credit. I led the operations, marketing, strategic planning, and business alliance departments within both companies. I successfully identified several multi-million dollar acquisition targets for both companies and lead teams responsible for due diligence, negotiation, and closing. In the process of being involved in these teams, I gained extensive knowledge in completing various joint ventures, acquisitions, and partnership agreements and understand complex transactions that require creativity, flexibility, and risk management. I started my own service company after leaving the corporate world and understand the needs of entrepreneurs in dealing with daily operations, employees, marketing, and cash flow. These insights are critical when devising an exit strategy and assessing value for Apex clients.

In charge of directing marketing campaign and branding for new division within Ford Credit and identifying target acquistions and joint ventures. Responsible for strategic business plan and communication of company goals and implementing change.

Various operations responsibilities over the years from Credit Manager, Purchasing Manager, Asset Lending Manager, to Operations VP over a newly created Subprime Auto group.