I help business owners increase cash and company value. My services improve financial performance of privately held businesses by improving strategy, operations, finance, accounting, planning, profitability, and cash flow. I also help get cash from investors and banks, and help business owners plan and complete successful business exits... SEE MORE
My background includes almost two decades as a CFO, eight years as a CPA in a "Big Four" accounting firm, and an MBA from UC Berkeley. My experience spans numerous industries and stages of growth, including startups and mid-size companies up to $1 billion in sales. A career in the Bay Area has enabled significant experience in technology businesses, including enterprise software, SaaS, online marketplaces, e-commerce, mobile apps, and equipment manufacturing. Other industries served include professional services, construction, publishing, banking, food processing, retail, transportation and others.
I have helped raise cash from venture capital and lending sources; improved financial reporting, planning and forecasting; improved cash flow; built and trained finance, accounting, hr and legal teams; helped structure and negotiate complex business agreements; cleaned up some very impressive accounting messes; prepared companies for due-diligence and audits; and helped complete the sale of several companies. I work toward these kinds of goals as projects and in long-term continuing roles as a trusted advisor.
When not working to improve your company, I enjoy reading, running, sports, cooking, camping, tacos, pale ales, music, and keeping up with my wife and two kids.
If you own or operate a privately held business, I would love to meet you and learn about your company. Please connect with me by using the contact form on this page.
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