I help businesses with strategic planning, starting up, developing growth strategies, and exit
planning, including selling a business. Whether you’re looking to grow organically or through
acquisitions, I offer guidance on how to make informed decisions for long-term success. I also
enjoy assisting clients with sales, marketing, product management, and technical challenges.

My extensive nonprofit board experience allows me to effectively support SCORE clients who
run nonprofit organizations.

With a background in plastics, network cable and connectivity, and investment banking, I bring a
diverse set of skills to the table. My education includes a BS in Plastics Engineering and an
MBA, and I am a Registered Investment Banking representative (FINRA Series 79, Series 63)
as well as a Certified Merger & Acquisition Intermediary (M&AMI). This combination of expertise
helps me provide well-rounded advice to businesses across various sectors.

What I Offer:
● Strategic Planning: Craft tailored strategies for long-term business success.
● Business Startups: From concept to launch, I guide you through the startup process.
● Growth Strategies: I help businesses grow through organic means or strategic
acquisitions.
● Exit Planning: Navigate the complexities of selling your business and ensure a smooth
exit.
● Nonprofit Advising: With hands-on nonprofit experience, I assist clients in running
successful nonprofit organizations.
● Sales & Marketing Guidance: Improve your sales techniques and marketing strategies
to boost performance.
● Technical Advice: Solve complex product management and technical challenges with
expert insight.