Areas of Expertise: Funding, Marketing, Business Planning and Management
How I Add Value to your Business:
Many of my clients are bank referrals seeking assistance with loan packaging services for Startups and Business Acquisitions, including Business Valuations. I also conduct consultation sessions via video conference to help save client time and travel. Before retiring, I started, bought and sold 10 businesses over a 35+ year career and worked as a SCORE Mentor for three years, helping startup and small business owners overcome challenges.
Words of Wisdom:
Be fair and honest in your business dealings with clients, employees and suppliers. It’s a marker of your personal character and integrity.
- 2016 Coachella Valley SBDC Excellence Award
- 2017 Coachella Valley SBDC Network Star Award
- 2018 Orange County / Inland Empire SBDC State Star Award
Quinnipiac College- Accounting
University of Hartford-Architecture