“Being prepared for the journey ahead is critical for successfully achieving your legacy.”

My clients want someone who’s been through it before to help them navigate the right path.

When we sold our middle market digital transformation company we didn’t know what to expect. We didn’t know our strategic options, the challenging process of mergers and acquisitions, and what happens after the sale. To say it was brutal is an understatement. It ended up being expensive, exhausting, and frustrating as we trial and errored our way through it.

Based on this experience and requests from other business owners asking me about how I did it, I wanted to address this gap and help others make the right calls so they can achieve greater success while avoiding the experience I had.

I collaborate with owners of privately held businesses to prepare them for the road ahead: understanding where they are in the business cycle, building the right infrastructure and/or growth strategies at the right time (the poor timing of these is often the source of so much trouble), and providing the insights they need to achieve better outcomes.

For more than 30 years I have consulted with a broad cross section of businesses in various sectors including finance, professional services, manufacturing, tech, and primary industries.

I am a Chartered Management Accountant holding diplomas from the Chartered Institute of Directors and the Chartered Institute of Export and an active member of these professional organizations.

I have spoken at several global conferences as well as local chapters of Association for Corporate Growth, British American Business Council, Financial Executives International, Chartered Institute of Management Accountants and for other advisor’s client events. 

I live in California with my family and enjoy traveling and exploring.