Start with a free Discovery Analysis™. If your business has 20 or more employees or more than $4 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, and
• 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, marketing, operations, and sales to help business owners solve their challenges.

I began my career as a CPA with Arthur Andersen & Co. in New York, and worked in Philadelphia as a manager with that firm. I then moved into private industry, working for Campbell Soup Company for 10 years in internal audit, operations planning, marketing, and business unit management. After leaving Campbell's, I served as the CEO of a food processing company in South Jersey, the CFO and Executive VP of a jewelry manufacturing company in New York City, the CFO, and later President, of a NASDAQ Small Cap manufacturer in Exton, PA, and the CFO of a jewelry wholesaler in New York, before joining B2B CFO® as a partner.

I serve in the U.S. Air Force Auxiliary as a mission pilot, instructor pilot, and check pilot. After decades of experience flying planes from trainers to twin engine business jets, I now fly single-engine airplane on search and rescue and reconnaissance missions, as well as special missions in support of the Air Force 548th Combat Training Squadron. I also help out by flying blood donations or platelets around the state of Arizona with Flights For Life. I row a single or double scull whenever I can, and swim at LifeTime nearly every day.

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.