I offer outsourcing services, helping you optimize non-core business functions such as accounting and information systems.
I provide services directly or can offer the qualified staff, technology resources and best practice business processes in areas such as financial back office, tax and applications management.
Business planning
In order to prosper, many successful small businesses need assistance as they grow with strategic planning, communication, and leadership development.
From succession planning... to Board of Directors development, I offer the experience you need to succeed.
I have helped businesses of all sizes: From Fortune 500 operations to smaller, family owned and closely held companies. I provide to you solutions you need to build a foundation that will support your growth.
Business combinations
I tend to focus my efforts on partnerships, closely-held companies and family-owned businesses. My clients rely upon me for simple solutions to a wide range of problems... from identifying, positioning and evaluating the structuring of a business combination... to reviewing the related transactions for taxation impact... to the actual integration of business operations... Drawing upon my broad understanding of business practices, change management, taxation and negotiations, I am able to advise clients through the entire cycle of the business combination.
Employee benefits
Self-funding group health consultation
Consults on methods to reduce rates on fully insured benefits
Ancillary benefit offerings
Reinsurance
Benefit plan engineering
Plan management
CFO & Controller services
Part-Time or full-time, I provide early-stage and mid-stage companies with CFO & Controller level support through a dedicated relationship as determined by your business needs.
I offers hands-on expereince: - Performing all the traditional duties of a CFO or Controller;
- Working with the Board of Directors, Chief Executive Officer (CEO), and management team as the senior financial member.
- Providing necessary fiscal expertise, thereby allowing the CEO and other team members to focus on their core competencies.
- Assisting the management team at the strategic planning level to realize business plan goals.