Partner
CurrentAn independent consulting group providing audit and CFO services to various clients.• Helped Andretti Winery develop a business plan, build the right organization, identify revenue enhancement opportunities, and achieve cost reduction without quality loss.• Conducted a valuation of the Starmont Winery for a potential buyer.• Supervisory (Audit) Committee Member - Together Credit Union - St. Louis, Missouri (Since 2020)• Audit Committee Member - San Francisco Bay Area Council, Boy Scouts of America (Since 2019)• Acquired two PPP loans and one EIDL loan for client Fish Window Cleaning in 2020, retaining all employees during first year of the pandemic; acquired second territory for a Concord, CA franchisee of Fish Window Cleaning in 2020.