Brief Profile Description
I’m a B2B CFO® Partner, with an interest in helping the owners of privately-held businesses reach their goals, both personal and business. For over 25 years, I’ve been helping business owners with value creation, strategic planning, and process improvement. I provide my strategic advisory services on an as-needed or long-term basis and also assist with the ultimate Exit. This helps privately-held businesses as they benefit from my experience, without the fully loaded cost of a full-time employee. My sweet spot in terms of the businesses I work with are those whose sales are in the $3M - $150M range.