WELCOME
Financial Management Resources
I have had the pleasure of working in a CFO capacity for mid size companies for 10 years as well as on a consulting basis for over 400 companies over the last 30 years. The fact that many companies can benefit from an independent senior financial management perspective has become very evident.
My technical background is enhanced by my leadership, communication, and analytical skills which I then use for clients to help them adapt to circumstances and achieve success.
I have received certifications in management accounting, family business coaching, exit planning, and mergers & acquisitions advising. These programs have provided a tremendous amount of training on how to assist my clients in operating their business efficiently, increase their value, and set them up for a successful exit when the time is right for them
I look forward to working with you!
WANT YOUR OWN
BUSINESS PLAN?
We utilize the methodology from the One Page Business Plan to assist clients in developing a business plan that is not only complete, but is prepared in a such a way so that it is actually used to move towards reaching the company’s vision! This process focuses on 7 key elements of a Business Plan that answers 7 questions:
