Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
FINRA Series 7, 24, 63, 79 and 99; MBA in Finance and Accounting (University of Chicago)
Cash flow enhancements
Cooperative business models
A seasoned I Banking, capital markets, credit and accounting professional with a successful track record in the creation and growth of corporate and structured entities. Completed 150+ assignments with $10B+ deal value.
Transition Planning Certification
Media and Entertainment
My team has tax, accounting, audit, QOE, valuation, forensics, fractional CFO and litigation support expertise.
Greater Boston Individual
Chapter Leadership Role
Why I'm a Member of XPX
XPX has a great reputation for collaboration and client service.