Professional summary

I work with businesses in transition: Growth Companies that need to ensure the financial & operational systems are capable of continuing success; Companies undergoing ownership change - generational change or new owners can highlight the need for updated procedures & reporting; Companies in re-organization where clean-up, litigation support & recovery of monies is paramount.

Companies in the growth stage that need to make sure their financial and operational systems

Engagement overview

All engagements are custom built to address client needs and goals.


• Business Services
• Mortgage Banking
• Investment Funds
• Hotels
• Retail Services
• Law firms