Start with a free Discovery Analysis™. If your business has 20 or more employees or more than $5 million in annual revenue, we can start with a telephone call or a Discovery Analysis™ at no charge (see contact form at bottom). A Discovery Analysis;™ will include bench marking your company's financial information against your industry, analyzing the metrics you track, looking at your information systems, and providing a confidential report of key findings. If you would prefer to start with a look at what your business might be worth, you can paste this link into a browser: https://www.mycorevalue.com/discover/go/b2b-cfo-2-web. In minutes you will receive a confidential AI-driven no-obligation business analysis with initial insights about what you need to get the success you want. You'll see the bottlenecks to your growth and equity value, benchmarked using data from thousands of companies like yours.

The Challenge
Many companies reach a point where they need to:

• Dramatically improve cash flow
• Figure out how to grow
• Build the infrastructure to support growth
• Finance that growth

Business owners take risks and make things happen, and that is why I love working with them. I bring 30+ years of experience in finance, accounting, operations, and sales to help business owners solve their challenges.

I have held CFO and controllership positions with energy, various service, trucking, engineering, procurement, and construction companies. My CFO responsibilities have encompassed financial strategy & planning, insurance, working closely with operational managers and compliance. I have negotiated and obtained a diverse range of financing packages for M&A, working capital, equipment, real estate, and aircraft capitalizations as well as prepared investment banking sales packages for multiple companies and properties. During my tenure I have strategically managed small to larger middle market privately owned companies through multiple economic cycles including turnaround situations and periods of significant working capital and capital asset investment growth.

I experienced the first 1/3rd of my career as a commercial banker lending to numerous commercial and industrial industries while working for major US banking systems. Financing packages ranged from $1 million to $500+ million which at times also included an investment bank to offer complete financial capital structures.

I earned my B.A. degree in Accounting from Hastings College, Hastings, NE and my M.S. in Finance from Colorado State University. My wife Kathy and I live in Littleton, Colorado and enjoy spending time with our two children and their families. My leisure activities focus on being outside as much as possible including golfing, hiking, mountain biking or just simply walking our Labrador Retriever.

I Promise

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.

The Plan

1. Begin with a Discovery Analysis™
2. Agree on a Strategic GamePlan
3. 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 do the Discovery Analysis™ work in person, at your location

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 benchmarking against the industry, and 1-2 hours in 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?
I would be happy to do so. I have a form we can use.