F R A C T I O N A L E X E C U T I V E
I am an experienced fractional CFO/COO/CEO and would be honored to serve your business in one or more of the offerings below. I always find it best to set up a call to tailor each engagement based on the particular needs of the business. Reach out for a 30-minute introduction call.
Financial Planning
Everything starts with a plan. Whether it be top down or bottoms up, we build a plan together and track it monthly. A healthy plan = healthy EBITDA.
Cash Flow Modeling
Cash is king. A clear view on cash, both for the deficits and the surpluses, will support a company’s growth and ensure there are no disruptions.
Financial Review
Hindsight is 20-20. There is much to learn from reviewing the reconciled books each month. Both the wins and the losses inform future decisions.
Costing and Margin Analysis
Every company has a sweet spot in terms of price point, however, without a healthy gross margin, the longevity and vitality of a company will lag.
Team Review
A great team that is skilled, well trained, and informed is crucial. Continual review and mentoring of the most important resources ensures success.
CPA || Bookkeeping Oversight
Tax planning, compliance and reviewed financial statements are important and require a member that speaks the same language.
C-L E V E L A D V I S O R
As a C-level advisor, I will support the existing executive team with high-level // long-term strategic goals for the company and help co-author the roadmap required to get there. Every great team has experienced advisors at the table.
Board Meetings
With over 25 years of experience in multiple sectors and building relationships, I add value to the board meetings and attend annually.
Investor Relations
Investor confidence is critical. I provide a clear line of communication for investors to stay apprised of company performance that they can count on.
Capital Raises
I have experience in capital raises and have access to the required resources needed to complete due diligence and advise during buyer negotiations.
Strategic Partnerships
Because of my industry experience, I have worked with many brands and categories and can make introductions or assessments of partners as needed.
Acquisitions / Brand Expansion
I help with the high level cost / benefit analysis should the company have a desire to acquire another brand or expand into different categories.
Corporate Structure / Re-Structure
It is very common to run a race with the wrong car or the wrong driver and wonder why you lost. I look at structure against goal to eliminate any mystery.
Here are a few of brands that I have had the pleasure of working with.
