Greg has over 35 years of financial management and operational experience as a CFO for businesses ranging from closely held start-ups to venture backed organizations. A native of Southern California, Greg has worked in a variety of industries including home infusion therapy, physician practice management, medical device manufacturing, clothing/apparel manufacturing and distribution, screen printing, trucking/distribution, engineering support services, direct sales, advertising/marketing, software sales/support, and telecommunications. Greg considers himself a businessman first, an accounting professional second, having been a participating owner in four companies leading them financially from inception to sale... SEE MORE
Greg's diverse industry experience allows him to quickly analyze all aspects of the business to identify problem areas and develop solutions that work. His understanding of finance and operations allows him to develop the financial systems to support the company's operations. He possesses high-level skills in strategic business planning, establishment of operational/financial controls, transaction structuring, systems integration, human resources, and risk management. Greg has years of expertise in developing financial forecasts that have been used to raise capital and support business plans. In his most recent venture, his forecasts helped secure $22 million in venture capital financing for a start-up medical device company and a $45 million credit line for one of his current clients. Greg has been involved in numerous business acquisitions and possess the keen ability to dissect the legal language and make sure that the deal terms clearly state the intentions of the parties. Greg also has experience in dealing with companies that have run into financial problems. Prior to joining B2B CFO he played a key role in keeping a company operational after it downsized from 50 plus employees to 3.
Greg joined B2B CFO in 2007. He was confident that he could use his skills and experiences to assist the underserved mid-market companies that needed the experience of a CFO but could not afford one full-time. Since joining B2BCFO, Greg has helped over 20 companies to take control of their finances, increase profitability, reduce overhead and free up cash for the owners to reap the rewards of their hard work. Many of these companies are still clients as Greg has forged long-term relationships with them. Greg is a hands-on manager and enjoys solving his clients' problems. He works well with employees at all levels within an organization and fosters loyalty and top performance from staff members. He is respected for his superb business skills, insight, objectivity, honesty and integrity.
Greg holds a degree in Business Administration with emphasis in Accounting from Cal State University at Fullerton. He is active in his community and has held the position of Finance Chair for his children's private school and served as a board member of a local sports club. Greg and his wife of 38 years have three adult children and split their time living in in South Orange County and Austin Texas.
