Turn Your Strategic Ideas Into Clear Confident Action
At the heart of what I do is financial modeling, but not the kind that gathers dust in a drawer. I build dynamic, decision-ready models that turn your strategic thinking into a clear roadmap. Whether you’re navigating a high-stakes investment, expanding into new markets, or aligning your leadership team around a shared vision, I can bring order to complexity and confidence to uncertainty.
You don’t have to guess your way forward. I will help you evaluate your options, uncover hidden risks and opportunities, and put numbers behind your ideas—so you can lead decisively, even in uncertain times.
From growth strategy and capital planning to scenario analysis and board communication, I will provide your business with the insight and precision it needs to move boldly and intelligently into the future.
Over 50 years of helping companies scale.
Select Engagements Only
I only take on a small number of projects at a time and only those that have a clear impact to move the business forward. Below are some client conversations outlining specific needs that resulted in project engagement.
“Even I can see the monthly numbers from the accountants are wrong. The adjustment are not explained. Where did the cash go?”
“We have outgrown QuickBooks. We do not know cost of goods and system errors cause customer payment delays and then the cash issues impact loan compliance. We are considering NetSuite. And we need financial projections for the next round capital. Can You Help!
“My US finance team has the worst morale in the company. The accounting system is 15 years old and will soon be without vendor support. Division Presidents are confused by monthly reporting and are not being supported. We need on-site support in California.”
“With our detailed consumer testing completed and first production run completed, we need a five-year strategic plan, we need to understand best pricing, and we need to raise more capital.”
“We are growing fast and need to add employees and move to a larger space. With many products and services, we do not understand our margins and are confused about pricing. And we need cash to support our growth.”
“My client, the owner of a specialized cell phone technology, is staged to raise $10 million of equity for her growing company. I need you as the acting CFO on this capital raising project. We need to finalize the investment and close the deal.”
“The systems works, and we have clients using it every day in Europe. I need a manager and CFO to launch our operation in the US. We will need to raise capital from US investors. We need to create a legal entity, create a strategic plan, and then raise the required capital.”
“I have 200 finished products in a warehouse and one in my truck to show you. I want to sell them on the internet, but I need a business plan, a pitch to raise capital, and the internet marketing systems.“
