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With an extensive background in sales management, sales productivity, finance, and startups I feel I can lend my knowledge and experience to anyone starting a sales focused business.

Having 45+ years of experience as a CFO, CEO, Operations management and Commercial RE, provides me with a broad knowledge of business operations expertise. I understand the importance of cash flow, breakeven and profitability modeling, business analysis, and measurement of the performance goals using spreadsheets. Capable of analyzing the numbers of the business, to learn the story being told by the numbers. By asking the right questions, I can help clients create their own business plan and guide them along the implementation of the plan towards success.

By applying my 35 years of executive experience in small businesses covering a broad spectrum of indiustries.

I can help new businesses with the start up process (structure). I help leaders set up operational strategies and ideas for managing the key performance indicators of the business and how to engage with employees to achieve results.

Past experience includes that of a real estate broker, founder and acting President of a finance company for over 35 years while employing 100s of employees. Set up company 401k offerings; health insurance, marketing and sales programs on a national basis. Also licensed as an investment banker, series 7 license; financial advisor, series 66 license, along with insurance and health licenses. .

I can help you evaluate and expand on your business idea and determine next steps, including talking through real estate needs, business structure, budgeting, and record keeping.

I'm Meghan, a dedicated professional with a background in finance and a passion for supporting small business owners. Originally from Ohio, I earned my Bachelor of Arts in Economics from The Ohio State University before embarking on a fulfilling career journey. I began my professional life at a prominent publishing firm, where I honed my skills as a client manager across offices in Dallas and Cleveland. Seeking new challenges and opportunities for growth, I transitioned to UBS in 2013, where I thrived in various roles, ultimately rising to the position of Financial Advisor.

Organizations looking create or grow that don't have the experience to locate and secure funding, drafting executable business plans, and building strong teams to execute their vision.