How I can help you
I can help supplement your business planning process, by assisting you with matching you corporate goals with your personal goals.
With twenty seven years in the financial services business, I have helped countless small business create, maintain, and most importantly measure the sucess of the business plan. This should be done in terms of short / long term vision of the owner or ownership team.
Wrapped inside the business plan is the company vision, mission statement, immediate and long term goals of the business, while focusing on employee success, employee roles, corporate benefits, cash flow, profitability, buy/sell options, and finally the end vision for the company, i.e., succession plan. This just to name a few. Bottom line: all business owners should have the "optimal business model " in place that creates an environment for owners, managers, and employees to be happy and productive every day!
Areas of Expertise
- Business Strategy & Planning
- Business Operations
- Banking, Finance & Insurance
-- West Virginia Wesleyan College, BS degree in Business Management 1975
-- University of Pennsylvania Management Development Program, 1999
-- Stanford University Advanced Management Program, 1991