B2B CFO® Partner, with an interest in helping the owners of privately-held businesses reach their goals, both personal and business. For over 30 years, I’ve been helping business owners with my expertise in:
► Month, Quarter and Year-end Close in accordance with US GAAP
► Financial Reporting Internal Controls (Sarbanes-Oxley Compliance)
► Design and Implementation of Financial and Operational Business Processes
► Financial and Strategic Planning & Analysis/Annual Budgeting and Periodic Re-forecasting
► Risk Management and Compliance
► Financial/SEC Reporting
► Investor Relations
► Board Presentation
► Mergers and Acquisitions/Divestitures/Integration
► Capital Allocation
► Executive Compensation Design & Administration
► Contract Negotiation
► Cash Management
I provide my consulting services on an as-needed long-term basis. This helps privately-held businesses as they benefit from my experience, without the fully loaded cost of a full-time employee.
My sweet spot in terms of the businesses I work with are businesses whose sales are in the $5M – $75M range.