Brian Moen
NewLifeCFO
Southlake,
Texas
Contact
How to contact
brianm@newlifecfo or 612-354-0631
Professional Profile
Call Me When
I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.
Professions
Consultant
Functional Expertise
Business management
Cash flow enhancements
Cash management
Corporate finance
Finance
Financial Modelling
Exit/Transition Planning
Business Focus
Fractional CFO and Exit Planning Advisor
Professional Certification
CEPA
Transition Planning Certification or Methodology
I am a CEPA and promote the Value Acceleration Methodology
Client Industries
Business Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Chapter information
Membership
Dallas Individual
Member since
Member for 1 year
Why I'm a Member of XPX
My goal is to provide value in connecting the right service providers with business owners to help them achieve their personal and business goals.
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