As an accomplished Senior Executive with more than 40 years of success spanning banking, mortgage lending, fintech, marketing, business services, retail, military, and defense, I’m focused on using my experience to my clients benefit.  I serve the needs of business owners by helping them launch new endeavors, grow current business, optimize the profitability of current operations, and position the enterprise for sale either now or in the future.  

For the budding entrepreneur, we provide the financial and operational blueprint for launching a successful enterprise.  We coach founders through the early-stage chaos to ensure they are building a profitable, scalable business that is actually sellable down the road.

For established businesses we find the hidden leaks in their operations to uncover multiple new paths to profitability. Essentially, acting as a part-time CFO to turn their current revenue into significantly more take-home profit.

We help business owners prepare for the 'end game,’ by specializing in positioning mature companies to be as attractive as possible to buyers, and get the maximum value for everything they've built.