How I can help you
Most of skill set is in services instead of products so I would prefer to work more in that arena, but am happy to lend a hand to production businesses, as well. I'm able to help in any discipline for start-up and smaller scale service companies including marketing, bookkeeping/accounting, operations, process, client/customer experience, service offerings, capital structure, and pricing. I particularly enjoy helping with the challenges of quickly growing companies and helping them scale the business and increase capacity.
Business exit planning, employer-sponsored retirement plans, and some corporate finance are also areas I can cover. Having also started my own business, I am pretty comfortable with establishing an entity and the various licenses needed to be compliant.
Areas of Expertise
- Accounting & Cash Flow
- Financing / Capital
- Operations
- Strategy & Planning
Industry Experience
- Finance & Insurance
