Big Plan Holdings is a Nashville-based diversified family office with a multitude of businesses + investments, both domestic and international. We have a focus on real estate, sports, music & entertainment, and hospitality.

Affirmed Capital Group is a Private Equity Real Estate Investment firm. We have holdings in both Nashville, TN, and Louisville, KY. We provide stabilized, high-yield returns for our investors in a variety of multifamily and hospitality assets.

CA South Development is a vertically integrated, disruptive commercial real estate development and Private Equity firm headquartered in Nashville, TN. Targeting niche asset classes otherwise overlooked, CA South has grown from $210M to $420 in assets under development over the last year. Asset Classes include: Condominiums, Short-Term-Rental Condos, Multi-Family, Flex Office, Office Condos.• Corporate Finance – Cash flow management, Budgeting / Forecasting, investor reporting, investment management. • Investor Relations / Capital Raising – Field questions from current and future investors, investor pitches.• Underwriting – Identify the highest and best use for a property. Work with Architects, Contractors, and City Council to ensure project feasibility.• Debt & Equity Closing – Work with debt providers (banks, debt funds) and investors to close equity and debt for projects.• Prospecting – Target off-market opportunities and negotiate land prices with owners.

Haven Behavioral Healthcare operates licensed, acute care behavioral hospitals across the country that offer hope for long-term recovery from the most complex mental health and substance abuse issues.• Investor Relations – Liaison between Haven and Haven’s private equity sponsor.• Mergers & Acquisitions – Underwrite and identify external growth opportunities.• Strategic Planning – Create a 3-year strategic plan for the company, leveraging internal and external growth opportunities. • Forecasting – Manage the budget process, Cash flow modeling, and mid-month financial forecasts.

Real Estate - Providing consulting services to Real Estate Developers (mixed-use, condominium, office, industrial).Consulting Services Consist of:• Site Acquisition• Prive Equity Fund modeling for fundraising• Underwriting Projects (size range $15-$25M each)Healthcare - Providing consulting services to public and private equity backed healthcare companies in different verticals including Hospitals, Optometry, Skilled Nursing and Therapy. Consulting Services Consist of:• Five Year, Three statement strategic planning for new rounds of equity. • Acquisition Underwriting: ~20 deals• Budget & Forecast Modeling: Designed and Built budget/forecast model for a company with 18 locations and ~$80M in revenue. | Managed Budget Process and build for a company with 73 locations and ~$100M in revenue. • Post Acquisition Integration: Integration of data sources for modeling purposes.

• Mergers & Acquisitions: Conducted valuation and detailed pro forma build in conjunction with significant deal flow of ~100 facilities annually | Resulted in $350M in annual revenue acquired (35 buildings)• Due Diligence: Demonstrated ability to uncover flaws in target business models related to labor practices and revenue streams | Resulted in potentially saving the company from millions of dollars in losses. • Process Streamline: Increased accuracy and speed of pro forma’s with the use of multilinear regression modeling and solver optimization to project staffing models based on facility-level metrics | Decreased build time from two weeks to four hours• Financial Planning and Analysis: Deliver budgeting and rolling forecast projections for $600M annually.• Presentation: Presented $350M in acquisition deals, annual budget and business analytics to the CEO, CFO, and board of directors | Increased my ability to efficiently and effectively communicate complex analytics• Asset Management: Restructured assets to reduce healthcare taxes by $4M annually | Negotiated $2.2M tax reimbursement from the state of Kentucky

SunCrest was acquired by Almost Family Healthcare in March 2014.Contractor/Consultant (March 2014 - March 2015) Financial Analyst (November 2012 - March 2014)