Is your Company ready to demand a premium in the open market? Is now a good time to sell? How much could it be worth? An owner should feel comfortable with answers to these questions before committing money or time to the process. My decades of experience in Consulting and M&A provide a solid perspective to know what buyers look for and what creates value in private companies. My job is to provide unique insight, packaging a Company as viewed from a buyer's perspective in order to capture the intangible value. This includes working closely with owners to "recast" the Company's financial statements so that institutional buyers accurately realize the true economic value of the Company.The process is straightforward. Recast financials combined with documentation of hidden value, intangible assets and a substantiated case for future earnings provide the basis for showing buyers the true potential of the company. Then, confidentially make markets to provide access to the greatest number of institutional buyers for privately-held companies. Greater potential translates to higher value.Perhaps more challenging than “making the market”, the due diligence and closing phase are where a life’s work is truly monetized. Certainly not something to do alone. Managing the legal and accounting professionals involved is often stressful and time consuming. Dozens of closings throughout my career have proven that each transaction is a complex project that must be carefully managed across the finish line.

Working with multiple clients to focus strategies, fund operations and target marketing operations. Evaluate funding opportunities for start-up companies and existing firms on behalf of private investment firm.

Manage a family owned, boutique real estate operation with holdings in both the single family and multi-family markets in North Texas.

Increase company valuations by an average of more than 25 percent by facilitating client discovery projects including business plan creation, corporate strategic direction, and marketing strategy.Author of 200-Point Business Check-Up model for assessing marketability of small to mid-sized businessesDeveloped sales strategies and marketing collateral for 64 Financial Services franchises in Canada and the U. S.

Led the startup of three successful client companies and sold two product distribution companiesSecured $71 million in total funding for 24 clientsDeveloped strategic business plans for eight clients in the oil & gas, waste remediation, manufacturing and medical services industries.

•Generated add-on revenues of $150,000 to $100 million per product by creating marketing strategies and concepts for thirteen Cisco leading edge products.•Positioned potential revenue growth of 66% by leading team to design competitive marketing and delivery strategy for Cisco IP Telephony Services.•P&L responsibility for maintenance programs for fifty-six products in five Cisco Business Units.

•Opened new opportunities for participation in the Application Service Provider market by developing vendor and partner alliances representing potential revenues for hosting and rental services for corporate applications of $200,000 to $1 million each.•Facilitated 200% revenue growth by developing and implementing a global data center expansion model.

•Delivered $23 million in year one revenue by leading the development of new business venture.•Managed P&L of the offering in the Server Centric and Web hosting environments. •Influenced IT industry marketing trends and enhanced competitiveness of EDS’ overall desktop management solution by integrating a thin-client technology business model.•Provided marketing and sales support for centralized infrastructure services featuring hosted E-Business applications for five business divisions. •Increased annual profitability by over $1,000,000 and enhanced store merchandising processes for over 5000 retail outlets of a Fortune 100 corporation by utilizing the services of this new Server Centric venture.

•Increased desktop PC and server support revenue for new business opportunities by 33% based on our repackaged of the offering.•Created and drove the implementation of the marketing plan for desktop management solution.•Developed and managed service and product partner relationships to acquire capabilities to compliment the service line.

•Contributed 57% increase in growth of targeted desktop offering by managing sales and marketing relationships between CSG and the Strategic Business Units.•Shortened sales cycle time from 18 month to 6 month average by developing a lead qualification system and utilizing extensive market research.

Regional Office Systems ManagerManager, Systems IntegrationCommunications Systems Analyst