I'm a B2B® CFO Partner, with an interest in helping the owners of privately-held businesses reach their goals, both personal and business. I have over 30 years’ experience partnering with clients to navigate through all business cycles. I am a strong financial and strategic partner to CEOs/owners interested in growing and transforming their businesses. My in-depth experience enables me to assess organizational dynamics, diagnose roadblocks, facilitate outcomes and empower employees.
I provide my consulting services on an as-needed long-term basis. 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 with sales are in the $5M - $75M range.
When I'm not working, I am an avid sailor, occasional golfer and enjoy hiking, fishing and being outdoors.
If you'd like to learn more about how my services can help your company, please reach out via email - firstname.lastname@example.org
My areas of expertise are:
• Audit management and support
• Cash flow forecasting
• Change management
• Credit facility management and negotiation
• Due diligence
• Leadership and ownership communication
• Process improvement
• Staff training and development
• Strategic planning development and implementation