CEOs are faced with the challenge of assessing company financial performance, finance staff and key financial relationships. Most CEOs are not finance and accounting professionals, and often feel uncomfortable asking questions of their accountants, auditors or finance staff. I provide financial coaching and sound boarding for CEOs – including assessment of teams and financial plans and budgets, interviewing, evaluating and modeling financing and equity agreements and tax matters that need to stay confidential.

I also work with CFOs and other financial professionals on how best to interact with boards of directors, financial sponsors, banks, auditors and regulators. These interactions are often stressful and difficult, especially for the newly promoted finance executive.  Even the most seasoned professional can use a coach during stressful times, business transition, or after a significant promotion.