Meeting Preference: Video
Languages: English
I help entrepreneurs evaluate startup and strategic ideas, create strong business plans, and turn new products or technologies into real businesses. With over 30 years of experience as a management consultant and corporate controller, I guide clients through startup planning, business operations, financial planning, and implementation steps that move an idea from concept to launch to growth.
What I Offer:
Business Planning & Feasibility: I work with clients to evaluate business ideas, assess market fit, and create clear business plans, including business model development and lean startup tools.
Product and Technology Commercialization: I support entrepreneurs developing innovative products or services, including pitch decks, go-to-market plans, and roadmaps needed to approach angel or venture capital investors.
Financial Projections: I help create practical financial forecasts that show how the business can operate, grow, and reach key milestones.
Startup Operations: I guide clients across major functional areas—marketing, operations, finance, and organizational planning—to help them build a solid foundation for growth.
Innovation Support: Drawing from experience in engineering, medical devices, electronics, chemistry, and computer science ventures, I help founders understand risks, refine value propositions, and implement commercialization.
Entrepreneur Coaching: I provide step-by-step support for early-stage and growth-stage companies in nearly any industry.
A Bit About Me:
I have worked with Deloitte, my own consulting firm, and several Arizona State University technology commercialization startups. For more than a decade, I have mentored startups and small businesses, including many student and faculty university teams. I hold a BS in Engineering Systems and an MBA in Management from the University of California at Los Angeles. I have lived in the Phoenix area for over 30 years.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
- Marketing
- Product Development
- Technology
Industry Experience
- Accounting & Tax Services
- Business Consulting & Coaching
- Manufacturing
- Professional Services
