I’m a Partner with B2B CFO® as well as a Certified Exit Planning Advisor. I assist owners of privately-held businesses reach their goals through strategic planning execution. I have 30 years of business experience. I've led companies through a variety of economic conditions by implementing strategic planning initiatives, executing operational plans, and managing a leadership team to grow and strengthen its brand. As a CEPA and a Partner with B2B CFO, I assist business owners with exit planning, preparing for bank loans, strategic planning, plan implementation, cash flow improvement, gross margin improvement, and enterprise value maximization.
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June 30, 2024 | 68 | +3 | +4.7% |