WHO DO WE HELP?
Clients We've Served
- Real estate developers
- Property managers
- Continuing education providers
- Information Technology providers
Services are offered to small- and medium-sized privately held companies with revenues ranging from $500,000 to $30,000,000.
Target companies may be struggling to pay their bills, yet have a goal and mindset to save and grow their company. Some business owners have ideas for expanding their business, while others want to plan an exit strategy so they may enjoy retirement. We help clients who are preparing their business for sale or transfer to a family member or who are bringing in a partner. Acting as your outsourced CFO (Chief Financial Officer) and CRO (Chief Risk Officer), we’ll ensure no stone is left unturned.
WE CAN HELP YOU
Founder and Certified Business Adviser
“Entrepreneurs and the businesses they operate are the backbone of the economy and the drivers of innovation and employment in this country. I am here to help business owners with each and every decision, and I am dedicated to those who have sleepless nights worrying about their business, who want more money at the end of the month or who want a better work/life balance.”