My entrepreneurial background has allowed me to help business owners navigate from the complex to tangible plan of action for driving results. I thrive in the assessment of current state and navigation to a clearly defined and repeatable process. I appreciate a hyper focus on client value, when executed well translates to happy clients and additional opportunity for all.
I have worked with over 50 privately held entrepreneurial businesses on a full life cycle consulting process including a needs assessment, financial modeling, strategy design, and implementation. Each one required a unique plan of action where I would adapt, and meet the client where their greatest need was.
My M&A and large bank experience allowed me a traditional consulting deep dive and has provided the large organizational change and process expertise to develop.
Recent projects have included a start up feasibility study, business planning, competitive analysis, funding plans, and strategic business development.
I look forward to connecting with unique and strategic minded business leaders seeking an innovative mind to assist in their projects