Business Intermediary
Cell: (561) 676-7601
Phone: (954) 900-2685
10620 Griffin Rd., Suite B-105
Cooper City, Florida 33328
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