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I am interested in sharing my financial and business knowledge with an entrepreneurial community to work towards the achievement of defined goals and objectives while creating new opportunities for growth. I advise on cash flow, financial management,planning, and budgeting by reviewing quantitative and qualitative data identifying gaps and inconsistencies based on actual vs forecasted variances. My background in financial analysis, accounting, and financial controls provides sound financial overview of a business operational state and profitability.

I help entrepreneurs develop realistic business plans that will form the basis for their success. Once a plan is developed, I continue to work with clients to implement the plan and provide guidance on how to modify that plan in response to real world challenges. As a former CPA and with over 40 years of business experience, I have experience in multiple areas of business including accounting, insurance, human relations, and operations.

I've started a number of successful small businesses, and would like to help others do the same. I'm also a former CPA. I'm retired, and looking to give back

Real Estate - Commercial Leasing
Real Estate Development
Real Estate Financing
Budgeting/Cash Flow/Forecasting
Building & Construction
Retail
Buying & Selling a Business
Contracts/Negotiations/Partnerships
Family Business
Strategic Planning
Turnaround Strategies
Financial Management/Financial Planning
Food Services/Catering/Restaurants
Transition Planning
Funding: Angel, Venture, Crowd, Other
Bankruptcy
Mergers & Acquisitions
Storefront

Provide knowledge and expertise to clients starting their own business or growing their small business from 1 staff member to 20 or more staff members. I can help clients: set pricing, improve sales techniques, Employee retention, reading P&Ls, and all aspects of a business with 20 or less staff.