Developing a detailed model is crucial to understanding your business. Whether hiring people, making capital investment decisions, or raising financing, the ability to simulate and visualize how these decisions will impact your cash flows is an essential tool that will give you clarity as you engage key stakeholders inside and outside of the organization. Together, we will develop a detailed model which will show precisely how resources will be allocated to run your unique business across time. Finally, the process of working together to develop dynamic KPIs will provide the clarity necessary to lead the business toward success.

By collaborating with founders on pitch & pitch deck creation, I not only assist the fundraising process but also help founders gain clarity on everything investors care about most. I will sit down with you, listen to your pitch, and play the role of VC by asking the tough questions that will allow you to not only sharpen your pitch, but your business as well. My goal with every startup is to work jointly with you to refine the story you tell of your business into one that is clear, comprehensive, & compelling.

I offer end-to-end M&A advisory services, guiding clients through the entire process, from strategy development & transaction partner identification to deal negotiation & closure. I will leverage my years of experience valuing hundreds of businesses and utilize my extensive network of industry specialists to identify the best opportunities that align with your strategic & financial objectives. I only get paid a transaction fee and don’t see a dollar until we close the deal.