All Services
Whether you’re:
Growing or stabilizing your business
Making sure you’re buying a business that truly works, or
Moving on from a business that’s losing money and to your next chapter in life
I’m grateful and excited to work with you. Please see below for further detail.
Sales & Raising Money
Positioning your business in the way lenders and investors want to see.
If your business needs funding, the way you present it can be the difference between “yes” and “no.” I help you:
Put your financials and story in the best light for lenders or investors.
Build forward-looking models that show potential, not just history.
Translate complex financial data into clear narratives and visuals.
Anticipate the tough questions and prepare the right answers.
Why it matters: A clear, credible presentation makes funding more likely - and often on better terms.
When you’re looking at acquiring a business or investing in an opportunity, every seller is naturally going to highlight the positives. My role is to help you:
Validate that the numbers being shown actually match reality.
Stress-test the business under different scenarios (good and bad).
Spot the risks that professional investors typically look for and propose active solutions to mitigate them.
Compare the business against industry peers and norms.
Build deal models that show realistic upside and potential downside risk.
Why it matters: You avoid surprises, overpaying, or inheriting problems you didn’t see coming.
Investing & Buying a Business
Looking past the pitch to understand the real value.
Financial Tutoring & Advisory
Making finance simpler and useful.
Finance doesn’t have to feel intimidating. I simplify the key concepts so you can use them to make better decisions in your own business. I can:
Break down concepts like valuation, IRR, leverage, or credit cycles in plain English.
Teach you how lenders and investors actually think about risk and return.
Walk through your financials with you until you’re confident in what they mean.
Provide one-on-one or small-team training sessions.
Build customized “cheat sheets” or guides for your business.
Why it matters: Once you understand the rules of the game, you can play to win.
Processes & Services
Streamlining how you spend your time, effort, and money.
Good systems make good decisions easier. I help you:
Build templates and checklists that save time.
Create dashboards that track what actually matters.
Organize financial documents and workflows so nothing slips through the cracks.
Spot inefficiencies and codify best practices.
Why it matters: Clarity reduces stress and frees up your time for what matters most: Running your business.
Get in Touch
Have anything you’d like to discuss? I’d love to listen. I’ll do what I can to help.