​​Ongoing CFO Advisory + Oversight 

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✓  Business with revenue $2M - $50M 

For owners of growing businesses in the $2M–$50M range, financial clarity is the bridge between working in the business — and building wealth outside of it. I help entrepreneurs turn operational success into long-term financial independence by providing strategic oversight, decision-ready reporting, and planning that aligns business performance with personal goals. Includes: Strategic planning · Clean financials + KPIs · Owner distributions + compensation modeling · Exit readiness planning · Investment strategy alignment

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✓  Family Office + High Net Worth Entrepreneur Asset Management

Family wealth requires clarity, especially across real estate, private equity, and legacy assets. I help families manage and report on their holdings with precision — aligning decisions with long-term goals and intergenerational priorities. Includes: Centralized dashboards · Liquidity planning · Asset performance tracking · Professional advisory coordination · Quarterly reporting

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Acquiring Businesses
 

I partner with high-net-worth individuals and family offices to acquire and grow enduring private businesses through disciplined acquisitions and strategic financial leadership. Our expertise spans roll-up and bolt-on expansion strategies, capital structuring, and corporate solutions including valuation, tax, due diligence, and integration. By combining financial leadership with ongoing CFO support and transition planning, we ensure that acquired businesses are positioned for continuity, resilience, and multi-generational success.

 

✓ Buy side advisory + individual business acquisitions ​​

✓ Roll up and bolt on expansion strategies for inorganic growth expansion

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