Strategic adviser to business owners and cash flow expert. My focus is to help business owners increase their cash flow and grow their business... SEE MORE
I have over 30 years of experience working with business owners to find innovative solutions to their challenges. Worked with businesses ranging from large publicly held corporations to closely held venture/private equity backed organizations. Dedicated organizational and finance thought leader. Proven capabilities in complex financial analysis (M&A, IPO, Credit Risk Management, Financial Reporting, Capital Raising and Capital Markets). Broad industry experience (Cannabis, Consumer, Tobacco, Manufacturing, Retail and Technology). Effective at winning the confidence of clients, employees, senior management, outside consultants, investors, and Board of Directors. Able to translate goals into actionable strategic plans. Possess an entrepreneurial mindset coupled with strong work ethic, integrity, managerial and mentor experience. Enjoy working in a collaborative, team-oriented environment.
I began my career as a CPA with Ernst & Young in Syracuse, New York, and worked in the Washington D.C and Stamford, CT, offices as a Senior Manager. I served as the CFO of a startup public company and later Senior Manager for KPMG in New York City working on debt and equity transactions and in accounting advisory role. I then worked for Moodyâ€™s Investors Service as a credit analyst covering mostly small and middle-market companies in the Consumer Product, Manufacturing and Retail Industries, before joining B2B CFO® as a partner.
Areas of Expertise:
- Strategic and Long-Term Business Planning
- Liquidity Management
- Budgeting and Forecasting
- Cost Reduction
- Risk Management
- Business Plans
- Internal Controls
- Financial Reporting
- Contract Review
- Systems Integration
- Financial Statement Analysis
- Technical Accounting
- SEC Reporting
Many companies reach a point where they need to:
- improve cash flow,
- figure out how to grow,
- build the infrastructure to support growth,
- finance that growth, and
- develop exit strategy
- Begin with a Discovery Analysis™
- Agree on a Strategic Game Plan
- Begin to excel and see results
Frequently Asked Questions
How long will it take to complete a Discovery Analysis™?
In nearly every case, we can complete the Discovery Analysis™ in one day or less
How do we complete a Discovery Analysis™ - online or in person?
We prefer to do the Discovery Analysis™ work in person, at your location, but can also accommodate Zoom meetings while Coronavirus restrictions are in place.
Who is involved in a Discovery Analysis™?
We will typically spend approximately 1-2 hours talking with the business owner, 1 hour in analyzing the financial statements and bench marking against the industry, and 1-2 hours talking to the people who do the accounting.
How much does it cost?
There is no charge for a Discovery Analysis™. This is my investment in building a relationship.
What happens afterward?
After I complete the Discovery Analysis™, I will prepare a confidential report of my findings.
Do I have to use your services?
There is no obligation to use my services after the Discovery Analysis™
Will you sign a Non-Disclosure Agreement?
Yes, I would be happy to do so. I have a form we can use.
If we work together, I promise that I will always put your interests first, and that in a year or less, we will reduce your stress about cash flow, your business will be running better, and we will be eliminating the barriers to your company’s success.
- Begin with a Discovery Analysis
- Agree on a Strategic GamePlan
- Begin to excel and see results
What Happens if We Don't Move Forward?
Your company value will not grow and your cash flow will not be what you want it to be. You won’t be able to achieve your goals. Grim picture!
Get Started With Kevin
Get Your own complimentary* Discovery Analysis™ from B2B CFO®
*Complimentary for qualified business owners