Serving small to lower mid market companies

30 years of experience as CFO and Controller of privately held and private equity backed companies in the health care, manufacturing, IT, and business service sectors. Bring experience to aide acquired Finance teams transition to private equity ownership.


Interim and Part Time

  • Serve as Interim CFO during times of transition
  • Part time CFO or Controller for companies where a full time position is not warranted
  • Other accounting services or projects as needed

Private Equity

  • Assist acquired Finance teams with transition to PE ownership expectations and reporting
  • Buy or Sell side assistance
  • Acquisition integration
  • Talent and systems assessment


  • Development of Financial Reporting Packages
  • Creation of KPIs and Dashboards
  • Preparation of Budgets and Forecasts
  • Monthly FP&A
  • Assist with implementation of ERP systems