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Empowering businesses with expert financial leadership, strategic planning, and growth-driven solutions. Whether you need a fractional CFO, financial restructuring, or guidance through mergers and acquisitions, we provide the expertise to drive success.
We leverage the newest tools and applications, which seamlessly integrate with platforms like QuickBooks Online and Sage to automate your accounting and finance processes.
A CPA with an MBA and a passion for helping businesses maximize their financial potential. At 33, I have already built a diverse background spanning private equity, business brokerage, public accounting, and fractional CFO services, giving me a unique, holistic perspective on financial management.
My experience includes valuing, acquiring, and growing businesses ranging from $3 million to $15 million in revenue, with oversight of up to $4 million in EBITDA. I have also successfully guided business owners through the sale process, including valuations, due diligence, and negotiations, achieving sales prices of approximately 6x EBITDA.
Currently serving as interim CFO for a $35 million revenue, $5 million EBITDA group of companies, I am adept at handling complex financial operations, from tax preparation and projections to strategic financial planning.
“Sound financial management is the foundation of every successful business. It’s not just about cutting costs or increasing revenue, but about making strategic decisions that drive sustainable growth, create long-term value, and position a company for future success.”
We are a team of CPA’s and MBA’s, so we understand how owners feel they’re missing the crucial link between financials and operations.
Based in Pittsburgh, PA, we seek to help companies in our region achieve their financial potential. Our experience spans private equity, business brokerage, public accounting, and controller/CFO services, which gives us a holistic view of what drives business growth.
If you can’t measure it, you can’t manage it.
Years of accounting/finance experience
Successful M&A transaction value
Financials and/or tax returns prepared
Hours of accounting efficiency/optimization
My strength lies in providing strategic financial vision and driving growth. I excel at evaluating all facets of a business – from team performance and product/price mix to system efficiency and automation – identifying opportunities to enhance value. Unlike overly specialized CPAs, controllers, or investment bankers, I offer a broad range of expertise, seamlessly integrating accounting, finance, and strategic growth initiatives. I can guide your business from its current state, through a period of strategic expansion, to a successful exit strategy, ensuring maximum value creation at every stage. I believe in a proactive approach, anticipating challenges and developing innovative solutions to propel your business forward.
We offer a comprehensive suite of fractional CFO services designed to help businesses achieve their financial goals. Our expertise includes:
Guiding business owners through the M&A process, from initial valuation and deal structuring to negotiation and closing.
Creating robust financial models to project future performance, assess risk, and inform strategic decision-making.
Providing experienced financial leadership on a temporary or project basis to fill critical gaps and drive financial performance.
Developing and managing budgets, optimizing cash flow, and ensuring sufficient working capital to support operations and growth initiatives.
Providing accurate business valuations for mergers and acquisitions, fundraising, or internal planning purposes. Conducting thorough due diligence to assess investment opportunities and mitigate risk.
Developing and implementing financial strategies that align with your business objectives, driving revenue growth, and maximizing profitability. This includes evaluating your team, products, pricing, and systems to identify areas for improvement and create a roadmap for sustainable growth.
Assisting businesses in securing funding through debt or equity financing, including preparing financial projections and presentations for potential investors.
Providing tax planning strategies to minimize tax liabilities and ensure compliance with all applicable regulations.
Evaluating and implementing accounting systems and automation tools to improve efficiency, accuracy, and reporting capabilities.
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We are always ready to help you at any time.
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Unlock Your Business’s Full Financial Potential
Copyright © 2025 All rights reserved. | Powered by Ventnor Web Agency
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