Meeting Preference: Email, Video
Languages: English
I worked 40+ years with a wide variety of busines owners and their advisors as a business appraiser. My work was focused on valuation of business and business interest for gift and estate tax reporting to the IRS, I have been fortunate to have been exposed to many industries encompassing both emerging and established businesses. I believe my financial analysis skills can be useful to SCORE clients.
Areas of Expertise
- Business Plan
- Cash Flow
- Financial Literacy
- Tax Planning
Industry Experience
- Business Consulting & Coaching