As a seasoned CFO for large companies, I’ve spent my career specializing in transforming businesses to achieve their full potential. From cleaning up financials for mergers and acquisitions to leading software conversions and migrations, my focus has always been on streamlining processes to increase overall value while securing a stable future for clients.

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Many business owners are so immersed in daily operations and scaling their companies that they miss asking a critical question: What comes next? Exit strategies and retirement plans are more than just a roadmap to stepping away—they’re about safeguarding the legacy you’ve worked tirelessly to build and ensuring your financial future is secure.

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Over the years, I’ve seen how inefficiencies and hidden costs quietly erode a company’s bottom line. My mission is to uncover these pain points, reinvest those resources into the business, and create a foundation for long-term growth. I don’t just analyze from the sidelines—I get involved. Whether it’s cleaning up financial statements, optimizing operations, or implementing cutting-edge technology, I help transform businesses into assets that work for their owners.

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