Independent Solutions Advisor
CurrentMy current focus is helping companies solve issues through introductions to appropriate experts. To that end, I typically partner under referral fee agreements with Professional Services Firms having a wide variety of experts. My preference is to continue on with the companies I advise in a Corporate or Advisory Board position helping to lead them through their various stages of growth. I’m somewhat industry agnostic but am drawn to companies I believe are making a positive impact on people’s lives, which tends to lead me to entities in, or touching on, health-related fields.I’m also helping companies that are looking to a liquidity event to find the appropriate buyer by partnering with Focus Acquisition Partners, a buy-side M&A advisor and private equity sponsor.From November 2017 through April 2019, I was exclusively focused on serving as an Independent Solutions Advisor providing Business Development and Brand-building services to Warren Averett, a Regional CPA/Advisory Firm.Over the years, I've taken on a variety of roles focused on building businesses and driving revenues, some of a full-time nature, some more project-oriented, including:ProPlay Golf Performance Systems, Austin, TX -- served as President/CEO and increased revenues from a standstill to a $500K run rate as of June 2010.Engajer, Menlo Park, Ca -- part time consulting engagement as Business Development Exec and Advisory Board Member with this SAAS company Johleen Health and Financial Wellness, Redwood Shores, CA -- Business Development roles with entities focused on improving an individual's health and financial wellness;GolfTime, Redwood Shores, CA -- Pursued opportunities to build innovative and fun golf driving ranges in the SF Bay Area.LECG -- Managing Director, San Francisco Bay AreaPractice was focused on various forensic accounting projects.Caturano & Co -- Managing Director, Boston, MAThree-month consulting project to develop a dedicated Transactions Practice Group