I focus on providing strategic CFO services and exit/transition planning services to businesses from start-ups to revenues of $50 million. I can help you strengthen your operational and financial performance, and help you focus on the activities that grow your firm, its profitability, and its ...
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I focus on providing strategic CFO services and exit/transition planning services to businesses from start-ups to revenues of $50 million. I can help you strengthen your operational and financial performance, and help you focus on the activities that grow your firm, its profitability, and its enterprise value. And if a transition is in order, I can help guide you through that process.
My CFO engagements have included:
- Helping companies expand (increased sales, production, and distribution capacity), including plans to enter overseas markets
- Obtaining financing (both debt and equity – new and restructuring)
- Negotiating with creditors and lenders in restructurings
- Writing business plans and developing budgeting/forecasting models
- Upgrading accounting systems and internal controls
- Installing best-practices controls for HR and expense management
- Hiring outside auditors
- Sourcing, negotiating, diligencing, and closing acquisitions and divestitures/outright sales, including strategic sales, management buyouts, and private equity transactions.
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