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. Before retiring, I started and/or 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. I am happy to conduct consultation sessions via video conference, sign up today to schedule your appointment!
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