Expertise You Can Trust

Compassionate Support Backed by Decades of Experience


Welcome 1
Consultation Process

Practical Coaching You Can Use

Providing 30 Years of Experience To Your Situation

Whether it is determining the right financial structure for your business, evaluating alternatives for exit strategies, positioning your company for a leadership or ownership transition, serving as a neutral in arbitration or mediation, or expert witness testimony, I provide 30+ years of finance and legal experience to help you.

Expert Witness Testimony

A Successful Strategy, From the First Day of Consultation

Whether it is valuation in a death, divorce or partnership dispute, tax litigation, or evaluation of accounting and finance processes and procedures, I work with counsel to develop an expert witness report and testimony that supports your case amd help identify the gaps in your position.

Welcome 1
Watch Overview

Devoted To Business Owners

Practice Areas

My practice is focused on helping small and mid-sized organizations succeed in transition – be that a sale, refinancing, restructure, or leadership transition. I coach CFOs, CEOs and other managers to understand their people, their processes and their numbers.


As a CFO or CEO in organizations ranging from under $1 million to over $400 million dollars.


Ranging from SBA lines of credit to $250 million asset backed lines of credit, I know how to work with lenders and equity investors to bridge gaps and get deals done.


What I Offer

30+ Years of financial and leadership expertise in private, sponsor backed and not-for-profit organizations – with the heart and training of a teacher.

4 Retirement Savings Musts
Dispute Resolution

Serving as a FINRA neutral or an expert witness in finance and accounting-oriented cases where the need to explain complex concepts is critical.

Finance Coaching

I work with CFOs, CEOs, and financial sponsors in a board or retained coaching capacity to improve leadership, communications, and process.

Banking & Finance

Evaluation and negotiation of financing. Preparation of financing packages. Development of reporting and positioning for sale. Bank workouts/recieverships.

Real Property

Property tax appeals. Rental property analysis, modeling, and assistance with syndication packages and accounting. Florida brokerage services.

Have Problems But Can’t Consult Anyone?