As a Business Banker for over 15 years and in the Financial Services industry for over 20, I have a passion for working with business owners to help better understand their business, what drives value and how to maximize that value for an eventual sale. Whether that sale be to family, management or an external buyer, there are critical components that every owner must address to ensure that the business is ready internally and attractive externally to any buyer. We work with owners to execute the Value Acceleration Methodology. The Value Acceleration Methodology is a stress-tested framework that helps owners to enhance their business today and build a foundation for growth. Developed by the Exit Planning Institute, this Methodology has positively impacted thousands of businesses.

Business banking portfolio management. Worked with companies from $5-50Mill in revenues.