Customized Business Advisory Services

I offer a suite of specialized advisory services to owner managed businesses, including financial health review, strategic thinking and planning, forecasting, scorekeeping….and much more!

These services are designed to support your decision-making, focus your activities and help you improve both your profitability and cash flow. They typically unfold over the course of a 12 month cycle. During this period, I become part of your team, providing you with guidance, advice and on-going support to help you make real, measurable changes to your business.

I work with you one-on-one, while I deliver the service in three phases.


I learn about all aspects of your business, including your vision, your challenges, your strengths and weaknesses and your goals, along with a detailed understanding of the financial health of your business.


We’ll develop a plan for both short and long term growth, including profitability & cash flow improvement.  We’ll identify your business’s critical success factors and measure & interpret the related key performance indicators.


Focuses on putting the plan in place. We’ll address activities necessary for growth and we’ll monitor your progress and evaluate the results. I’ll continue to collaborate with you by providing advice, encouragement and feedback to help keep you on track.

I give you my word

You will be satisfied with my involvement. If not, I will revisit our agreement.


Ready to get started?

Let’s start the conversation. Contact me today for your initial consultation.

Contact Me