Biography:

From the streets of New York to the woods of Vermont, from an accountant to a cabinetmaker to an executive entrepreneur. Now with more than 30 years’ experience integrating accounting & financial analysis, applying my expertise & abilities to effectively assist and advise my clients structuring deals for a successful outcome.

Business Consultant

• Analyzed Income & Financial records to measure the financial health of businesses
• Structured business for transitions such as mergers & acquisitions, & exit strategy for business liquidation
• Provided clients with a comprehensive forecasting & budgeting reports critical for financial management
• Assisted clients with Business planning & risk analysis

Business Broker - Member of Business Broker of Florida Million Dollar Sales Club

Relocated to Florida over 10 years ago in order to capitalize on my past entrepreneurial experiences as a Business Broker, thoroughly preparing both the business owner & perspective buyer in analyzing opportunities, mergers & acquisition to enhance value. Always building relationships with trust, honesty & integrity.

• Analyzed Income & Financial records to measure the financial health of a business
• Provided clients with comprehensive forecasting & budgeting reports critical for financial management
• Assisted clients with Business planning & risk analysis
• Prepared business fair market valuations & appraisals for clients
• Helped identify subjective key factors that influenced the price & salability of a business
• Prepared professional business profiles & marketing 

Once A Tree (Manufacturing) 

• From a one-man custom woodworking operation to 50+ employees
• Manufactured an eclectic array of home furnishings and cutting edge designer accessories selling to leading department stores & craft galleries through the United States.
• Selected as one of the top 100 galleries by the American Craft counsel

Once A Tree (Retail) 

• Created a chain of wood specialty galleries with operations in eight locations throughout New England
• Recruited as Business Consultant for Once A Tree Operations in Great Britain
• Implemented a computerized multi-store point of sale & Inventory control system

Accountant 

• Provided extensive services in tax, management & advisory services to entrepreneurs that included business sales & acquisition services. 
• Prepared financial statements based on general ledgers and participated in financial decisions involving mergers & acquisitions
• Evaluated client data & created tax projections
• Analyzed financial data to project future revenues & expenses
• Performed general financial analysis to evaluate degree of risk
• Preparation of monthly financial statements, cash flow reports, audit & compliance reports