Helping business owners solve complex challenges, increase profitability, and plan for long-term success.

Trusted Business Advisor with 40+ Years of Experience

Specialties

Fractional & Part-Time CFO Services

Business Valuation & Financial Management

Succession & Ownership Transition Planning (True Corporate Model™)

Private Equity Market Development for Key Employees

Complex Business Problem Solving & Strategic Planning

Guiding Businesses to Growth, Profitability & Sustainable Success

Over 40 years as a trusted business advisor, CFO, and entrepreneur.
Helping business owners solve complex problems, grow equity value, and plan for a secure future.

three small houses sitting on top of a piece of paper
three small houses sitting on top of a piece of paper