Practice Areas

Interim, Project and Fractional CFO Services

The world of business is ever growing and evolving, and we’re talking about multiple trends. AI’s rapid evolution continues to have a massive impact society and the companies we serve. I use AI throughout my areas of practice and help my client achieve their objectives using this powerful tool.

I provide services that allow my clients to manage significant change & uncertainty, achieve growth & ROIC and to restructure, if necessary.

Forecasting and Cash Management

Forecasting and managing cash & liquidity is an essential finance function. I have provided insightful forecasts and managed cash and liquidity in growth, steady state and challenging restructuring environments in a variety of industries.

Doing this allows my clients to meet obligations, grow, restructure and achieve ROIC goals.

Financial Reporting and M&A support

I have developed, improved, repaired and optimized financial reporting processes in a variety of contexts and industries for private and public companies. I help my clients meet their needs in connection with their normal operating and reporting requirements, M&A, Spin-off transactions and a variety of scenarios.

I work with clients in a variety of industries undergo or perform due diligence in business sales and M&A transactions. I support my clients in high stakes transformational transactions.

Capital Raises

I bring my experience and energy to the table to help my clients and their advisors successfully complete high profile transformational capital raises.

Financial Modeling, Valuation and FP&A

I support client modeling, valuation and FP&A objectives by providing institutional quality analysis based on 20+ years of experience. My rigorous work supports key business decision making of CEOs, entrepreneurs, owners, boards and institutional investors. My work product is borne out of years of analytical work performed for institutional investors and high profile private and public companies.

Bankruptcy and Restructuring Advisory and Support

The most basic tenant of profit seeking businesses is to make a profit while meeting their financial obligations. This has generally been case in the majority of situations I have worked in. In cases where businesses cannot meet their financial obligations they sometimes restructure or dissolve through the bankruptcy process. I have run large bankruptcies and helped others avoid this outcome altogether. This is a unique skillset and mindset. The goal is to help clients drive the best possible outcome in what can be a difficult situation.

AI Application and Process Development

Controller Services

My first exposure to AI was Chat GPT in 2022. Since then, I have worked in the major models by using and developing advanced queries to address business needs and building financial models. In 2025, I was building advanced models in Excel and rudimentary models in AI. In 2026, I build advanced models in Excel using AI and save hours to days to weeks doing so. The technology is changing by the day, week and month. The pace of change will continue to advance. Financial modeling that is no longer primarily focused on Excel expertise can now be primarily focused on the application of business and financial knowledge in support of strategic and financial decision making.

I have extensive experience performing closes, preparing financials, developing internal controls and accounting systems, performing and supporting audits as well as regulatory compliance in a variety of industries. I spent 8 years in the national public accounting industry (Laventhol & Horwath, Grant Thornton and Arthur Andersen) where I attained the CPA designation. Companies I worked in or advise that invest in their accounting function achieve the best outcomes in terms of growth, profitability, financing opportunities, M&A and long-term success. This fact is not always well understood.

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