• I am a Phoenix-based partner with B2B CFO® and I offer over 35 years of experience working with companies in senior financial roles. My strengths lie in my extensive experience with hands-on accounting and auditing as well as my knowledge of big picture issues, such as: exit strategy planning, mergers and acquisitions, bank and venture capital financing, turnarounds and IPO's.• My current position as a partner with B2B CFO® puts me on a team with the USA’s largest CFO firm with a focus on emerging and mid-market companies. We are a 27-year-old firm serving owners of companies with revenues up to $75 million who want to increase cash, profitability, sales and company value. • My goal — which is shared with the more than 200 B2B CFO® partners currently serving 1000+ clients across the country — is to take your company to a higher level of success and profitability without the financial burden of employing a full-time of interim CFO.Specialties: Proven skills in exit strategy planning, financial leadership, cash flow management, bank loan financing, strategic planning, budgeting, forecasting, external audit planning and financial reporting. Recently completed and passed the exam for certification as a Certified Business Transition Expert™.
Listed skills include Mergers And Acquisitions, Financial Reporting, Cash Flow, Finance, and 46 others.