Profile

Professional summary

Operationally focused Chief Financial Officer (CFO) with broad experience in technology, retail, logistics and international companies focusing on startup and rapidly growing organizations.

Progressive experience in all aspects of Finance, Accounting, and Systems. Led numerous start-up and high-growth companies in the fields of IT, retail, logistics, healthcare and international business and empowered them to achieve sustainable growth.

Plan, monitor, evaluate, and analyze financial performance and KPIs, provide expert financial leadership and direction to principals, and train and lead teams of professionals and support staff.

Engagement overview

I prefer 1-2 days per week with month to month terms.

Clients

• VetCor
• WorkXpress
• VideoMining
• Foedus Group
• Kelser Group
• 1A Auto
• EXE Technologies

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Areas of expertise
Insights

Question: Preparing to sell my small business

Terrific answers.

Steven makes a good point in that increasing value can take time. I would suggest you approach this another way and ask "What can I do to ensure that my value is not reduced during the next few months?"

So here are some common sense things I have learned by being on both sides of the table. I know that buying firms will look for chinks in the armor.

1. Get your accounti... Read more

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