Aligning strategy with resources creates a blueprint for growth
I am a hands-on financial planner with over 30 years of proven expertise in translating strategic visions into realistic, actionable budgets and financial forecasts. I excel at simplifying complex financial scenarios and turning them into clear, data-driven insights that empower decision-making.
The focus is simple; program the company to attract and retain capital, while at the same time programming the company for rapid growth and an early, and profitable, exit.
I use a suite of ready-to-use financial models to deliver results quickly and efficiently once your future strategies are defined. These models allow me to hit the ground running, saving you time and providing the clarity you need to act with confidence. I have used this modeling technique in over $1.3 billion of capital raise in the Silicon Valley and the Pacific Northwest.
My business model is to collaborate seamlessly with strategic planning teams, capital providers (VC firms, investment banks), and market planning consultants to bring financial clarity and focus to high-stakes business initiatives. Whether you're navigating a turnaround, resizing your operations, exploring mergers and acquisitions, or fueling rapid growth, I bring the tools and experience to drive results.
Ares of focus include:
Growth and expansion planning to help rapidly scaling companies manage their financial future.
Financial justification and forecasting for stakeholders, shareholders, and funding sources.
Turnaround and restructuring support to stabilize and revitalize businesses.
Mergers and acquisitions financial modeling and integration support.
The end-product is a practical, realistic and no-nonsense solution, tailored to your unique needs. Whether you're seeking to secure funding, optimize operations, or align financial outcomes with strategic goals, I am ready to simplify the complex and provide the financial clarity you need to succeed—quickly and efficiently.
See my service offerings all the way down to product models here.
Check out how the following specific companies benefit from my services: