I work with privately held and family-owned businesses to help them grow their business and their personal wealth while helping them manage their risk.
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As a Certified Public Accountant (CPA), I am a trusted advisor to business owners, Executive Teams, or the Board of Directors. Together, we identify areas to better align their team, their company, and their business strategy. I work with Senior leadership to help create a vision for your business. Aligning your people with your business strategy saves time and allows your company to break through your business’s growth goals.
I started my career as a construction worker mostly doing concrete and excavating work. Through finding mentors and believing in continuous life-long learning, I continued to grow myself and therefore the companies that I worked with and for. I will bring this philosophy and couple it with my learnings to provide one-on-one coaching for your high potential Team Members. I will also help align these Team Members with your business strategy.
I work with the Leadership Team to identify and work through business issues. Most businesses get stuck at different points in their life cycle. Sometimes their business growth is stunted due to their people hitting a ceiling. Other times, their business growth is slowed by the clamps in their business processes. We work together to put a plan together to remove these issues so your business can smash through these ceilings so your business can hit its growth goals.
I can help you prepare to sell your business or put a plan in place for other leaders in your company to take on a bigger role while you take on a less active role. Your company needs to prepare itself for a sale many years before you offer your business for sale. Clean financial statements and good profitability, coupled with a highly effective team will greatly increase the value of your business. My skills as a CPA and a CFO can help you have your company ready to sell. We will work together to put the proper plan in place. We can also put a plan together for you to take on a less active role in your company. The less your business relies on you, the higher the potential value of your business when you do decide to sell.
I have 10+ years’ experience as the (CFO) of a mid-sized company. I will use the skills I acquired to help the Business Owner, their CFO, or the leader of their financial team, work through their financial or accounting issues faster. I can help you grow your company by: