Professional CFO and Business Exit Strategy Planning
Transaction Size "Sweet Spot" (USD)
Small Cap (Less than $10 mm), Lower Middle-Market ($10 mm - $100 mm)
City
Woonsocket
State
RI
Country
USA
About Me (Company description, Biography, Services I provide):
I have been working with clients on exit strategies and exit planning since 2001. I am a professional Chief Financial Officer and Exit Planner. I am a Partner with B2B CFO®, USA's largest CFO firm focusing on mid market companies. I serve owners of emerging and mid-market companies with revenues up to $75 million who want to increase cash, profitability, sales and company value. I am also an adjunct Accounting Professor at Rhode Island College.
Network with Me (Types of transactions I seek, Professionals I like to be referred):
Exit Plans for owners of privately-held businesses, especially baby boomers.
I would love to network with: M&A advisors, business and estate attorneys, CPA's and tax experts, valuation experts, financial advisors/planners, wealth mangement advisors, bankers and lenders.
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