
Meeting Preference: Email, In Person, Phone, Video
Languages: English
I am dedicated to helping my clients achieve their aspirations, develop and implement their financial goals, and solve their business problems. My reward is simple, seeing my clients succeed. I am a CPA and considered an expert and initiator in Business Start ups, Buying and Selling a Business, related Business Valuation, Business Plans, Business Legal Forms, Accounting, Financial Analysis and Obtaining Financing. I have extensive experience in Restaurants, Retail, Medical Services, Manufacturing, Other Services and Natural Resources. I am knowledgeable of Ecommerce and related Internet Marketing. I specialize in Email mentoring. 1965 to 2003 W.R.Grace Co. Corporate Vice President of Finance. For 25 years negotiated worldwide acquisitions and divestments of various businesses some small and other ranging from $25 million to over $1 billion. Coordinated due diligence, both in house and third party, including work of independent accountants, investment bankers and attorneys. Negotiated financial and purchase price sections of relevant agreements and reviewed other documents. Resolved all post closing purchase price adjustments and business issues. Worked closely with investment bankers and independent accountants in achieving corporate value objectives. Director of Internal Audit for two years. Prior to 1980 was responsible for both internal and external world wide financial reporting. 1960 to 1965 PriceWaterhouseCoopers LLC.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Legal
- Management & Operations
- Product Development
Industry Experience
- Accounting & Tax Services
- Food & Beverage
- Manufacturing
- Real Estate
- Retail
- Wellness, Healthcare, & Home Health

