I have a passion for business leaders. The folks I work with already know how to thrive. However, they often need to advance their game as they grow. With 35 years of experience I feel like I've seen it all. That and a continued search for excellence allows me to leverage my professional skills and years of experience to add real value to my clients, their people and their work/life balance.
My experience with top-flight organizations, from multi-national professional firms, large entity executive roles, small to medium sized businesses and work with top professionals across the U.S., gives me the experience to help almost any business.
I am a seasoned CPA. That means 38 years of education to maintain a professional designation that I am quite proud of. I have achieved a Masters of Science in Organizational Psychology to assist my clients and their people. Additionally, I have certification in Value Growth, Exit Planning and Mergers & Acquisitions.
The best professionals value "state of the industry" collaboration. That means that I will assess you business needs and pair them with top-flight professionals - AS NEEDED - to help you attain your goals, economically and expediently.
I am a member of the CFO Resources Group, Exit Planning Institute and the Association of Merger & Acquisition Advisors. These organizations provide active and vital collaboration that are of direct benefit to my clients as I provide CFO Consulting services. My network consists of hundreds of top professionals that we can consider for you business needs.
I serve the small to mid-market. That includes companies with $5MM to $100MM in annual revenues. I work across multiple industry specializations. My direct associations and network can provide just what you and your business needs.