My mission and purpose is to utilize my expertise, knowledge and education to help owners, CEOs and Presidents of small to midsize privately held companies develop solutions to the challenges and barriers that they may encounter so they can have a successful and prosperous business. My goals are to: * Utilize my decades of experience in the fields of finance, accounting and management to assist business owners in defining and reaching their goals while preparing for the future; * Help business owners navigate the potential perils and pitfalls of being the “boss”; * Become and remain your trusted business advisor. I have been told that I ask great questions – that is the beginning of how I can help. What difference would it make to you, your business and your family if you could: * Get a loan to buy more equipment, inventory or a new building? * Have a well funded retirement plan? * Look at your financial statements and not worry about payroll or A/P? * Increase your personal net worth? * Not worry about the business (okay, not as much) when you’re not there? * Protect your family by having life insurance, funded Buy-Sell agreements and Key Person insurance in place? * Your company is worth more when you want to sell it?