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We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Phone
Languages: English
As a result of my work with Arthur Andersen and Andersen Consulting (now Accenture) and operating my own actuarial consulting business for 10 years in Vermont I am able to quickly understand a client's issues and needs.
With Score I have helped clients as follows:
1) Complete process from A to Z in developing their business idea, completing their business plan, developing a two year financial projection and successfully obtaining a loan from a lender.
2) Provided assistance to an ongoing business to re-set their business and operational plans
3) Provided advice and assistance to two partners when one partner wished to sell his share to the remaining partner.
4) Having operated my own actuarial consulting business in Vermont I have advised clients on the interplay between the business and personal income tax filings when operating as an LLC.
5) Assisted a business owner in fleshing out several different options in terms of the future direction of the business.
Keywords: financial plans, business plans, business plan, selling a business, strategic options, Excel, health plans
Areas of Expertise
- Accounting & Finance
- Business Plan
Industry Experience
- Accounting & Tax Services
- Wellness, Healthcare, & Home Health
