SERVICES
My philosophy is to provide services in the way that helps the most in terms of getting things done.
In the past I have been an employee, an entrepreneur, and a consultant. So I am open to the arrangements that best serves the needs of my clients.
Some examples:
- Financial Planning and Analysis. Creating an actionable plan that reflects the impact of decisions and sets meaningful KPIs.
- Implementing accounting systems. Entry level to advanced.
- Developing sales compensation plans that align the interests of the company, the sales department and the distribution partners.
- Mergers and acquisitions. Can be selling or buying. Data rooms. Financial plans and presentations. Roadshows. Integration.
- Financings. Plans and presentations. Roadshows. Negotiations.
- International expansion. US companies expanding outside. Foreign companies establishing themselves in the US.
- Internal controls.
- Organizational development.