What I Do
Financial Advisory
Understand what your numbers are telling you and where the business is headed. I help with cash flow analysis, forecasting, budgeting, management reporting, profitability, working capital, and financial modeling.
Strategic Finance
Make major business decisions with a clear understanding of the financial implications. This includes growth planning, acquisitions, capital expenditures, real estate and equipment purchases, and evaluating different strategic scenarios
Capital Advisory
Determine the right capital for your business and how best to structure it. I help evaluate traditional bank financing, private credit, subordinated debt, equity capital, refinancing, and recapitalization alternatives.
Not Sure Where to Start?
Whether you’re trying to understand your financial performance, evaluate a major decision, or determine the right capital strategy, we can start with a conversation.