You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.

You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.

Client has a challenge on the Corporate Finance portion of their business.

You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

clients need experienced counsel with business succession planning and mergers and acquisitions.

A client needs help structuring their business and personal finances to keep the most money in their pocket.