I specialize in financing strategies, business planning, financial modeling, capital raising, and business buy/sell guidance.

I bring over 40 years of experience in finance as both an executive and entrepreneur, having created and invested in multiple successful start-ups. My background includes securitizations, project finance, joint ventures, leases, and venture capital. I’ve raised and advised on more than $4 billion in capital and consulted on business buy/sell transactions for small and mid-sized companies.

What I Offer
• Financing & Capital: Guidance on capital raising, loans, venture funding, and structuring deals.
• Strategic Planning & Forecasting: Financial forecasts, growth strategies, and operational roadmaps.
• Business Plans & Pitchbooks: Expertise in reviewing plans that resonate with investors and lenders.
• Consulting on acquisitions, valuations, and exit strategies for owners seeking transition or growth.
• Marketing Strategy: Advice on aligning financial goals with effective marketing and sales approaches.
• Technology Tools: Excel modeling and leveraging systems to improve financial decision-making.

A Bit About Me

I hold a finance degree from the University of Pennsylvania’s Wharton School and an MBA in finance with a concentration in Information Systems from NYU Stern. I also bring international perspective with some knowledge of Spanish and Chinese. Over my career, I have reviewed thousands of business plans and pitchbooks, giving me unique insight into what works and what doesn’t.

Let’s Connect: Whether you are seeking funding, building a business plan, or exploring a buy/sell opportunity, I can provide straightforward advice to help you succeed.